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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

71 hedge funds and large institutions have $127M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
17
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$12.1M
2
Jane Street
2
Jane Street
New York
$8.9M
3
AC
3
Almitas Capital
California
$9.76M
4
IA
4
Icon Advisers
Colorado
$1.7M
5
YCM
5
Yakira Capital Management
Connecticut
$1.09M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.95M
3
CA
3
Cornerstone Advisory
Maryland
$10.1M
4
Bank of America
4
Bank of America
North Carolina
$476K
5
SIA
5
Sit Investment Associates
Minnesota
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$12.1M 619,139 +619,139 New
SIA
2
Sit Investment Associates
Minnesota
$10.3M 529,800 -39,428 -7%
CA
3
Cornerstone Advisory
Maryland
$10.1M 517,686 -60,851 -11%
AC
4
Almitas Capital
California
$9.76M 501,903 +228,966 +84%
Jane Street
5
Jane Street
New York
$8.9M 457,623 +258,189 +129%
PAIM
6
Punch & Associates Investment Management
Minnesota
$8.76M 450,411 +12,692 +3%
Truist Financial
7
Truist Financial
North Carolina
$8.44M 433,679 +9,619 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.78M 348,709 +9,093 +3%
Stifel Financial
9
Stifel Financial
Missouri
$4.79M 246,161 -145 -0.1%
RCM
10
Rivernorth Capital Management
Florida
$4.61M 236,776 – –
Morgan Stanley
11
Morgan Stanley
New York
$3.95M 203,188 -77,866 -28%
Wells Fargo
12
Wells Fargo
California
$3.59M 184,683 -12,860 -7%
Cohen & Steers
13
Cohen & Steers
New York
$3.38M 173,899 – –
UBS Group
14
UBS Group
Switzerland
$3.08M 158,262 +17,997 +13%
CL
15
CSS LLC
Illinois
$2.76M 141,727 +32,791 +30%
RJA
16
Raymond James & Associates
Florida
$2.26M 116,334 -2,139 -2%
LPL Financial
17
LPL Financial
California
$2.04M 105,069 -9,567 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.7M 87,514 -708 -0.8%
IA
19
Icon Advisers
Colorado
$1.7M 87,119 +87,119 New
BI
20
Bulldog Investors
New Jersey
$1.66M 85,424 +35,833 +72%
CPIG
21
Chicago Partners Investment Group
Illinois
$1.58M 79,390 +3,150 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.29M 66,384 -133 -0.2%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.18M 60,718 -4,247 -7%
YCM
24
Yakira Capital Management
Connecticut
$1.09M 55,942 +41,691 +293%
Ameriprise
25
Ameriprise
Minnesota
$791K 40,305 +4,158 +12%
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