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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

65 hedge funds and large institutions have $92.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.4M
2
Citigroup
2
Citigroup
New York
$965K
3
Invesco
3
Invesco
Georgia
$6.23M
4
WWM
4
Wagner Wealth Management
South Carolina
$625K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$607K

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$13.1M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.92M
4
IWM
4
IHT Wealth Management
Illinois
$2.76M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$13.1M 530,783 -43,109 -8%
Morgan Stanley
2
Morgan Stanley
New York
$7.92M 321,984 -33,352 -9%
Cohen & Steers
3
Cohen & Steers
New York
$7.91M 321,315 +13,858 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.4M 300,721 +1,214 +0.4%
SIA
5
Sit Investment Associates
Minnesota
$6.4M 260,180 +112,629 +76%
Invesco
6
Invesco
Georgia
$6.23M 252,993 +25,718 +11%
Wells Fargo
7
Wells Fargo
California
$5.29M 214,972 -4,125 -2%
RJA
8
Raymond James & Associates
Florida
$5.14M 208,701 +7,256 +4%
PAIM
9
Punch & Associates Investment Management
Minnesota
$3.5M 142,142 -40,428 -22%
IWM
10
IHT Wealth Management
Illinois
$2.76M 111,954 -10,799 -9%
Truist Financial
11
Truist Financial
North Carolina
$2.38M 96,736 -4,100 -4%
UBS Group
12
UBS Group
Switzerland
$2.37M 96,377 +6,564 +7%
CPIG
13
Chicago Partners Investment Group
Illinois
$2M 83,138 -1,475 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.56M 63,473 +776 +1%
CAN
15
Cetera Advisor Networks
California
$1.45M 59,070 +407 +0.7%
EGA
16
E&G Advisors
Texas
$1.29M 52,325 – –
TC
17
Telemus Capital
Michigan
$984K 40,000 – –
Citigroup
18
Citigroup
New York
$965K 39,216 +34,222 +685%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$953K 38,733 -2,354 -6%
Bank of America
20
Bank of America
North Carolina
$908K 36,907 -9,545 -21%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$856K 34,796 – –
CRC
22
Curi RMB Capital
Illinois
$856K 34,776 +1,580 +5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$827K 33,607 -5,321 -14%
LPL Financial
24
LPL Financial
California
$788K 32,001 -3,733 -10%
WWM
25
Wagner Wealth Management
South Carolina
$625K 25,380 +25,380 New
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