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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

54 hedge funds and large institutions have $88.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$14.8M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.06M
3
SIA
3
Sit Investment Associates
Minnesota
$983K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$866K
5
TC
5
Telemus Capital
Michigan
$860K

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.25M
2
22CM
2
20/20 Capital Management
California
$0
3
UBS Group
3
UBS Group
Switzerland
$2.32M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$6.04M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$556K 24,542 +1,033 +4%
PWA
27
Physician Wealth Advisors
Utah
$553K 24,500 +24,500 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$518K 22,864 -2,977 -12%
TFS
29
TrustCore Financial Services
Tennessee
$474K 20,946 -597 -3%
Osaic Holdings
30
Osaic Holdings
Arizona
$303K 13,394 -1,690 -11%
XF
31
XML Financial
Maryland
$267K 11,774 -6,492 -36%
PAG
32
Private Advisor Group
New Jersey
$261K 11,519 -750 -6%
IAIM
33
International Assets Investment Management
Florida
$249K 10,991 +104 +1%
GCP
34
Gill Capital Partners
Colorado
$241K 10,620 – –
JWCA
35
J.W. Cole Advisors
Florida
$237K 10,452 +10,452 New
RFM
36
Royal Fund Management
Florida
$235K 10,393 – –
Stifel Financial
37
Stifel Financial
Missouri
$218K 9,613 +9,613 New
WEC
38
Winslow Evans & Crocker
Massachusetts
$172K 7,599 +225 +3%
SF
39
Synovus Financial
Georgia
$119K 5,262 +24 +0.5%
Citigroup
40
Citigroup
New York
$113K 4,987 +445 +10%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$78K 3,434 +1,273 +59%
GWM
42
Geneos Wealth Management
Colorado
$62K 2,846 – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$44K 2,000 +2,000 New
TFGT
44
TS Financial Group (TSFG)
Illinois
$36K 1,600 – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$25K 1,100 – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$23K 1,000 – –
TH
47
TCTC Holdings
Texas
$18K 800 +800 New
SPIA
48
Steward Partners Investment Advisory
New York
$11K 500 -500 -50%
OIA
49
Optimum Investment Advisors
Illinois
$11K 500 – –
SIM
50
Sonora Investment Management
Arizona
$10K 430 – –
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2
3