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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
WAM
3
Weiss Asset Management
Massachusetts
$0
4
Invesco
4
Invesco
Georgia
$6.04M
5
Bank of America
5
Bank of America
North Carolina
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.8M 792,543 -402,293 -34%
CA
2
Cornerstone Advisory
Maryland
$12.8M 568,727 +31,468 +6%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.86M 349,794 +21,749 +7%
Cohen & Steers
4
Cohen & Steers
New York
$7.8M 346,884 +6,198 +2%
Ameriprise
5
Ameriprise
Minnesota
$6.06M 269,714 +2,238 +0.8%
Invesco
6
Invesco
Georgia
$6.04M 268,697 -18,895 -7%
Wells Fargo
7
Wells Fargo
California
$4.63M 205,811 +65,429 +47%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.3M 191,414 +35,444 +23%
RJA
9
Raymond James & Associates
Florida
$3.29M 146,291 +24,178 +20%
IWM
10
IHT Wealth Management
Illinois
$2.5M 111,191 +6,635 +6%
UBS Group
11
UBS Group
Switzerland
$2.26M 100,364 -2,464 -2%
BTS
12
BB&T Securities
Virginia
$2.11M 94,028 +3,890 +4%
AG
13
Advisor Group
Arizona
$2.03M 90,121 -13,066 -13%
CAN
14
Cetera Advisor Networks
California
$1.77M 78,763 +6,108 +8%
CRC
15
Curi RMB Capital
Illinois
$1.52M 67,552 -5,204 -7%
Bank of America
16
Bank of America
North Carolina
$1.36M 60,379 -18,150 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.03M 45,714 -3,285 -7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.01M 45,023 +5,782 +15%
EGA
19
E&G Advisors
Texas
$980K 43,600 -2,500 -5%
RA
20
RFG Advisory
Alabama
$800K 35,655 -4,975 -12%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$789K 35,100 +1,700 +5%
TFS
22
TrustCore Financial Services
Tennessee
– – – –
LPL Financial
23
LPL Financial
California
$612K 27,228 +2,281 +9%
SPC
24
Sigma Planning Corp
Michigan
$573K 25,505 – –
GC
25
Guggenheim Capital
Illinois
$459K 20,405 -650 -3%
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