Nuveen Preferred & Income Opportunities Fund
95 hedge funds and large institutions have $128M invested in Nuveen Preferred & Income Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
8% more funds holding
Funds holding: 88 → 95 (+7)
0.53% more ownership
Funds ownership: 13.73% → 14.26% (+0.53%)
1% less capital invested
Capital invested by funds: $129M → $128M (-$1.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.12M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$973K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$897K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$884K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$770K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.96M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$850K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$804K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
-$736K |
| 5 |
EML
Eos Management LP
New York
|
-$703K |
JPC Hedge Fund Activity: Q3 2014 in Review
95 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2014, worth a combined $128M — down 1.5% from $129M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPC positions and 5 closed out — a net gain of 7 holders — while 36 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.12M. The largest seller was Guggenheim Capital, cutting an estimated $1.96M.
- 95 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2014, up from 88 in Q2 2014.
- Funds reported $128M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2014, down 1.5% quarter-over-quarter.
- 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2014 and 5 closed out, a net change of +7 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2014 was Raymond James & Associates, an estimated $1.12M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2014 was Guggenheim Capital, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2014.