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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

70 hedge funds and large institutions have $108M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.84M
2
SAG
2
SageView Advisory Group
California
$2.59M
3
SIA
3
Sit Investment Associates
Minnesota
$11M
4
CL
4
CSS LLC
Illinois
$2.1M
5
BI
5
Bulldog Investors
New Jersey
$954K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.41M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$2.7M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$73.1K +$73.1K +3,800 New
HCM
52
Hollencrest Capital Management
California
$68.1K – – –
GWM
53
Geneos Wealth Management
Colorado
$52.2K – – –
HIA
54
Harbor Investment Advisory
Maryland
$48.1K – – –
CTC
55
Central Trust Company
Missouri
$40.7K – – –
HNB
56
Huntington National Bank
Ohio
$40K -$47.1K – –
HI
57
Harbour Investments
Wisconsin
$39K +$154 +8 +0.4%
PS
58
Principal Securities
Iowa
$27.5K – – –
AF
59
Allworth Financial
California
$22.9K +$365 +19 +2%
AF
60
Advisornet Financial
Minnesota
$19.2K – – –
TH
61
TCTC Holdings
Texas
$15.4K – – –
CA
62
CoreCap Advisors
Michigan
$13.5K +$13.5K +700 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$58 +3 +0.5%
IGWM
64
ICA Group Wealth Management
Colorado
$12.1K – – –
TAM
65
Tucker Asset Management
Colorado
$9.62K +$9.62K +500 New
SS
66
Sunbelt Securities
Texas
$5.77K – – –
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$4.81K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$4K – – –
SIC
69
Salem Investment Counselors
North Carolina
$2.9K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$58 +$58 +3 New
FIA
71
FNY Investment Advisers
New York
$11 +$11 +600 New
WAM
72
Weiss Asset Management
Massachusetts
– -$1.07M -58,598 Closed
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
– -$569K -31,144 Closed
LCM
74
Landscape Capital Management
New Jersey
– -$451K -24,679 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$334K -18,284 Closed
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