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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

61 hedge funds and large institutions have $95.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.3M
3
CA
3
Cornerstone Advisory
Maryland
$12.8M
4
RJA
4
Raymond James & Associates
Florida
$3.29M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.8M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
TFS
3
TrustCore Financial Services
Tennessee
$673K
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
Invesco
5
Invesco
Georgia
$6.04M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
51
Intellectus Partners
California
$25K 1,103 +1,103 New
CIAS
52
Capital Investment Advisory Services
North Carolina
$18K 800 – –
BC
53
Barnett & Company
Tennessee
– – – –
CAGAS
54
Capital Advisory Group Advisory Services
Minnesota
$14K 617 – –
NFG
55
Next Financial Group
Texas
$12K 540 – –
NFH
56
NEXT Financial Holdings
Texas
$12K 540 +540 New
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$11K 500 +500 New
OIA
58
Optimum Investment Advisors
Illinois
$11K 500 +500 New
WEC
59
Winslow Evans & Crocker
Massachusetts
$10K 394 – –
AOWM
60
Alpha Omega Wealth Management
Virginia
$6K 284 – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K 205 -1,758 -90%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$4K 200 +200 New
FIA
63
FNY Investment Advisers
New York
$4K 213 +213 New
RCM
64
Rivernorth Capital Management
Florida
– – -145,482 Closed
WAM
65
Weiss Asset Management
Massachusetts
– – -29,771 Closed
DA
66
Doliver Advisors
Texas
– – -13,512 Closed
WS
67
Wedbush Securities
California
– – -10,404 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– – -9,905 Closed
WAM
69
Wolverine Asset Management
Illinois
– – -8,250 Closed
JA
70
JOYN Advisors
Georgia
– – -426 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
ASN
73
Advisory Services Network
Georgia
$0 20 +20 New
1 2
3