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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

91 hedge funds and large institutions have $147M invested in Nuveen Preferred & Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
31
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.8M
2
FFA
2
First Foundation Advisors
California
$2.53M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
DHFB
4
Dixon Hubard Feinour & Brown
Virginia
$2M
5
EWM
5
Edge Wealth Management
New York
$1.72M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.02M
2
GC
2
Guggenheim Capital
Illinois
$2.42M
3
DA
3
Doliver Advisors
Texas
$0
4
Invesco
4
Invesco
Georgia
$14.1M
5
TC
5
TFS Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$990K +$66.4K +6,941 +7%
OC
27
Oppenheimer & Co
New York
$906K +$28.2K +2,950 +3%
VFS
28
VSR Financial Services
Kansas
$881K +$204K +21,325 +30%
CAN
29
Cetera Advisor Networks
California
$864K -$64.5K -6,732 -7%
CCB
30
Cutter & Co Brokerage
Missouri
$808K +$62.8K +6,565 +8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$806K -$30.3K -3,167 -4%
HFS
32
HL Financial Services
Kentucky
$779K +$85.1K +8,904 +12%
MIC
33
Meridian Investment Counsel
California
$733K – – –
GEM
34
Global Endowment Management
North Carolina
$725K – – –
V
35
Veritable
Delaware
$697K +$697K +72,862 New
CS
36
Credit Suisse
Switzerland
$607K – – –
NCM
37
Noesis Capital Mangement
Florida
$519K -$19.1K -2,000 -4%
AIG
38
American International Group
New York
$494K +$36.4K +3,805 +8%
AIM
39
Allen Investment Management
New York
$492K +$216K +22,596 +78%
CI
40
Chartist Inc
California
$426K -$22.4K -1,000 -5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$413K +$43.9K +4,589 +12%
HC
42
Hurley Capital
New York
$402K +$402K +42,055 New
Ameriprise
43
Ameriprise
Minnesota
$343K +$50.6K +5,300 +17%
SIA
44
Sit Investment Associates
Minnesota
$342K -$911K -95,315 -73%
HighTower Advisors
45
HighTower Advisors
Illinois
$322K – – –
WEC
46
Winslow Evans & Crocker
Massachusetts
$305K +$2.14K +224 +0.7%
NPC
47
National Planning Corporation
California
$277K +$5.78K +612 +2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$258K +$2.7K +282 +1%
SWP
49
Stratos Wealth Partners
Ohio
$222K +$222K +23,239 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$210K -$13.6K -1,422 -6%
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