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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

40 hedge funds and large institutions have $65.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
12
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFMS
1
Trust & Fiduciary Management Services
Massachusetts
$5.22M
2
LPL Financial
2
LPL Financial
California
$3.06M
3
JWM
3
Jacobus Wealth Management
Wisconsin
$1.28M
4
WEC
4
Winslow Evans & Crocker
Massachusetts
$495K
5
NPC
5
National Planning Corporation
California
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.96M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.52M
3
BTS
3
BB&T Securities
Virginia
$2.22M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$9.35M 410,620 +4,136 +1%
Cohen & Steers
2
Cohen & Steers
New York
$6.71M 294,630 -15,291 -5%
Invesco
3
Invesco
Georgia
$6.29M 276,226 +2,543 +0.9%
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.52M 242,485 -21,792 -8%
TFMS
5
Trust & Fiduciary Management Services
Massachusetts
$5.22M 229,199 +229,199 New
Baird Financial Group
6
Baird Financial Group
Wisconsin
$4.65M 204,402 -7,604 -4%
LPL Financial
7
LPL Financial
California
$3.06M 132,054 +65,651 +99%
Morgan Stanley
8
Morgan Stanley
New York
$2.96M 129,916 -26,612 -17%
Bank of America
9
Bank of America
North Carolina
$2.53M 110,973 -2,873 -3%
BTS
10
BB&T Securities
Virginia
$2.22M 97,467 -20,252 -17%
NPC
11
National Planning Corporation
California
$2.11M 90,843 +11,005 +14%
Wells Fargo
12
Wells Fargo
California
$2.09M 92,000 -7,399 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.98M 87,043 -2,471 -3%
CIA
14
Capital Investment Advisors
Georgia
$1.89M 83,098 +3,617 +5%
UBS Group
15
UBS Group
Switzerland
$1.62M 70,968 -3,141 -4%
GC
16
Guggenheim Capital
Illinois
$1.38M 60,653 -2,832 -4%
YMRC
17
Yorktown Management & Research Company
Virginia
$1.37M 60,000 – –
JWM
18
Jacobus Wealth Management
Wisconsin
$1.28M 56,105 +49,790 +788%
IA
19
IFP Advisors
Florida
$724K 31,830 +31,830 New
VFS
20
VSR Financial Services
Kansas
$554K 24,361 -1,000 -4%
WEC
21
Winslow Evans & Crocker
Massachusetts
$495K 21,746 +17,658 +432%
WS
22
Wedbush Securities
California
$356K 15,652 +3,968 +34%
ICAS
23
Investors Capital Advisory Services
Massachusetts
$301K 13,262 -1,000 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$207K 9,089 +9,089 New
BAM
25
Bruderman Asset Management
New York
$200K 8,780 – –
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