JPI icon

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

58 hedge funds and large institutions have $94.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.54M
2
SIA
2
Sit Investment Associates
Minnesota
$955K
3
RJA
3
Raymond James & Associates
Florida
$4.14M
4
Cohen & Steers
4
Cohen & Steers
New York
$8.65M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$434K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.2M
2
AG
2
Advisor Group
Arizona
$860K
3
Ameriprise
3
Ameriprise
Minnesota
$6.03M
4
CRC
4
Curi RMB Capital
Illinois
$1.27M
5
Wells Fargo
5
Wells Fargo
California
$4.55M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$13.4M 564,880 -3,847 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M 430,012 -362,531 -46%
Cohen & Steers
3
Cohen & Steers
New York
$8.65M 365,215 +18,331 +5%
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.34M 352,051 +2,257 +0.6%
Invesco
5
Invesco
Georgia
$6.61M 279,026 +10,329 +4%
Ameriprise
6
Ameriprise
Minnesota
$6.03M 254,702 -15,012 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.54M 233,800 +42,386 +22%
Wells Fargo
8
Wells Fargo
California
$4.55M 192,331 -13,480 -7%
RJA
9
Raymond James & Associates
Florida
$4.14M 174,906 +28,615 +20%
IWM
10
IHT Wealth Management
Illinois
$2.73M 115,149 +3,958 +4%
BTS
11
BB&T Securities
Virginia
$2.66M 112,266 +18,238 +19%
UBS Group
12
UBS Group
Switzerland
$2.49M 105,019 +4,655 +5%
CAN
13
Cetera Advisor Networks
California
$1.94M 81,865 +3,102 +4%
Bank of America
14
Bank of America
North Carolina
$1.36M 57,310 -3,069 -5%
CRC
15
Curi RMB Capital
Illinois
$1.27M 53,507 -14,045 -21%
EGA
16
E&G Advisors
Texas
$1.17M 49,275 +5,675 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.11M 46,877 +1,163 +3%
SIA
18
Sit Investment Associates
Minnesota
$955K 40,346 +30,548 +312%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$942K 39,764 -5,259 -12%
AG
20
Advisor Group
Arizona
$860K 36,299 -53,822 -60%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$814K 34,365 -735 -2%
RA
22
RFG Advisory
Alabama
$773K 32,610 -3,045 -9%
TFS
23
TrustCore Financial Services
Tennessee
– – – –
LPL Financial
24
LPL Financial
California
$639K 26,987 -241 -0.9%
PPA
25
Parametric Portfolio Associates
Washington
$622K 26,281 +7,450 +40%
1
2 3