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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$10.9M 594,952 -46,992 -7%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M 586,532 +222,391 +61%
SIA
3
Sit Investment Associates
Minnesota
$8.62M 471,378 +86,167 +22%
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.31M 454,664 +68,424 +18%
Truist Financial
5
Truist Financial
North Carolina
$7.7M 421,379 +5,873 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.31M 344,967 +2,394 +0.7%
AC
7
Almitas Capital
California
$4.99M 272,766 +161,690 +146%
Stifel Financial
8
Stifel Financial
Missouri
$4.51M 246,765 +14,855 +6%
RCM
9
Rivernorth Capital Management
Florida
$4.17M 228,260 +58,532 +34%
Wells Fargo
10
Wells Fargo
California
$3.66M 200,085 +400 +0.2%
Cohen & Steers
11
Cohen & Steers
New York
$3.18M 173,899 – –
UBS Group
12
UBS Group
Switzerland
$3.07M 168,119 +3,478 +2%
RJA
13
Raymond James & Associates
Florida
$2.4M 131,086 -22,949 -15%
LPL Financial
14
LPL Financial
California
$1.97M 107,840 -6,197 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.61M 88,119 -10,310 -10%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.48M 81,230 -17,425 -18%
Bank of America
17
Bank of America
North Carolina
$1.48M 81,077 +25,313 +45%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.47M 79,159 +5,369 +7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.23M 66,986 -258 -0.4%
WAM
20
Weiss Asset Management
Massachusetts
$1.07M 58,598 -64,185 -52%
CL
21
CSS LLC
Illinois
$998K 54,586 +42,407 +348%
Osaic Holdings
22
Osaic Holdings
Arizona
$867K 47,413 -4,650 -9%
Ameriprise
23
Ameriprise
Minnesota
$770K 42,136 +7,565 +22%
GC
24
Guggenheim Capital
Illinois
$743K 40,643 -12,318 -23%
EGA
25
E&G Advisors
Texas
$741K 40,527 -4,450 -10%
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