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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

63 hedge funds and large institutions have $96.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.65M
2
TFS
2
TrustCore Financial Services
Tennessee
$758K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.47M
4
PPA
4
Parametric Portfolio Associates
Washington
$1.2M
5
Ameriprise
5
Ameriprise
Minnesota
$6.81M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.41M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$7.31M
3
Invesco
3
Invesco
Georgia
$5.83M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$552K +$303K +12,279 +122%
Stifel Financial
27
Stifel Financial
Missouri
$526K +$104K +4,189 +25%
IWC
28
Integrated Wealth Concepts
Massachusetts
$506K +$50K +2,022 +11%
CB
29
Commerce Bank
Missouri
$488K – – –
SB
30
Suntrust Banks
Georgia
$475K +$475K +18,901 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$469K +$469K +18,961 New
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$467K -$382K -15,465 -45%
CA
33
Cetera Advisors
Colorado
$438K +$25.9K +1,050 +6%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$343K +$4.13K +167 +1%
ACM
35
Arlington Capital Management
Illinois
$342K -$57.1K -2,310 -14%
BRWA
36
B. Riley Wealth Advisors
Florida
$308K +$76.9K +3,108 +33%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$284K +$38.5K +1,554 +16%
GC
38
Guggenheim Capital
Illinois
$262K -$144K -5,825 -36%
PAG
39
Private Advisor Group
New Jersey
$247K -$122K -4,950 -33%
RFM
40
Royal Fund Management
Florida
$237K +$8.13K +329 +4%
FIA
41
FNY Investment Advisers
New York
$204K +$198K +8,015 +3,298%
CIA
42
Capital Investment Advisors
Georgia
$204K +$204K +8,240 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$99K +$38.3K +1,546 +63%
Citigroup
44
Citigroup
New York
$88K +$392 +16 +0.4%
GWM
45
Geneos Wealth Management
Colorado
$64K – – –
GSWM
46
Golden State Wealth Management
California
$54K +$467 +19 +0.9%
TFGT
47
TS Financial Group (TSFG)
Illinois
$40K +$40K +1,600 New
PCM
48
Prelude Capital Management
New York
$39K +$39K +1,561 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$36K +$25.8K +1,000 +254%
AIC
50
Ameritas Investment Company
Nebraska
$30K +$30K +1,204 New
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