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Nuveen Preferred & Income Opportunities Fund
JPC

97 hedge funds and large institutions have $142M invested in Nuveen Preferred & Income Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 96 → 97 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

2.32% less ownership

Funds ownership: 16.58% → 14.26% (-2.3%)

7% less capital invested

Capital invested by funds: $152M → $142M (-$10.8M)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
28
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.42M
2
Wells Fargo
Wells Fargo
California
+$1.13M
3
JWM
Jacobus Wealth Management
Wisconsin
+$976K
4
IH
IFC Holdings
Florida
+$906K
5
CIA
Capital Investment Advisors
Georgia
+$640K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$10.9M
2
Morgan Stanley
Morgan Stanley
New York
-$3.85M
3
Cohen & Steers
Cohen & Steers
New York
-$3.79M
4
DBT
Dubuque Bank & Trust
Iowa
-$2.99M
5
Invesco
Invesco
Georgia
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
IH
26
IFC Holdings
Florida
$916K +$906K +91,630 New
OC
27
Oppenheimer & Co
New York
$879K +$396 +40 +0%
Ameriprise
28
Ameriprise
Minnesota
$867K +$75.7K +7,657 +10%
VIA
29
Vident Investment Advisory
Georgia
$863K -$662K -66,967 -44%
CAN
30
Cetera Advisor Networks
California
$848K -$56.4K -5,700 -6%
GEM
31
Global Endowment Management
North Carolina
$760K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$739K +$62.7K +6,338 +9%
MIC
33
Meridian Investment Counsel
California
$714K -$44.5K -4,500 -6%
SIA
34
Starfire Investment Advisers
Michigan
$668K – – –
VFS
35
VSR Financial Services
Kansas
$622K -$19.8K -2,000 -3%
HK
36
Horizon Kinetics
New York
$517K +$21.6K +2,183 +4%
PFS
37
Prospera Financial Services
Texas
$466K +$132K +13,375 +40%
NCM
38
Noesis Capital Mangement
Florida
$455K -$10.6K -1,075 -2%
OIA
39
Optimum Investment Advisors
Illinois
$452K +$446K +45,095 New
OFG
40
OTA Financial Group
New York
$447K +$442K +44,674 New
JHIU
41
Janus Henderson Investors US
Colorado
$426K – – –
NCM
42
Narwhal Capital Management
Georgia
$343K +$141K +14,246 +71%
IA
43
IFP Advisors
Florida
$341K +$326K +32,911 +3,019%
TC
44
Telemus Capital
Michigan
$314K -$65.8K -6,650 -18%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$309K -$3.08K -311 -1%
QIM
46
Quest Investment Management
Oregon
$301K +$297K +30,000 New
HCM
47
Hollencrest Capital Management
California
$286K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$282K -$33.1K -3,343 -11%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$280K +$277K +28,000 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$252K +$249K +25,173 New
1
2
3 4 5

JPC Hedge Fund Activity: Q2 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2016, worth a combined $142M — down 7.1% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 15 closed out — a net gain of 1 holder — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $1.42M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $10.9M sold.

  • 97 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2016, up from 96 in Q1 2016.
  • Funds reported $142M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2016 and 15 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2016 was Bank of America, an estimated $1.42M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2016.