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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

71 hedge funds and large institutions have $102M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.7M
2
AC
2
Almitas Capital
California
$4.99M
3
SIA
3
Sit Investment Associates
Minnesota
$8.62M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.31M
5
RCM
5
Rivernorth Capital Management
Florida
$4.17M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Weiss Asset Management
Massachusetts
$1.07M
3
CA
3
Cornerstone Advisory
Maryland
$10.9M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$569K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
– -$197K -11,479 Closed
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
– -$81.6K -4,755 Closed
TPCW
78
TD Private Client Wealth
New York
– -$27K -1,574 Closed
FIA
79
FNY Investment Advisers
New York
– -$10K -600 Closed
IPW
80
Impact Partnership Wealth
Georgia
– -$6.28K -366 Closed
Fidelity Investments
81
Fidelity Investments
Massachusetts
– -$17 -1 Closed
1 2 3
4