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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

109 hedge funds and large institutions have $146M invested in Nuveen Preferred & Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
36
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Smithbridge Asset Management
Pennsylvania
$2.89M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.35M
3
RCM
3
Rivernorth Capital Management
Florida
$1.74M
4
AIU
4
Algebris Investments (UK)
United Kingdom
$1.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$6.97M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
JWM
4
Jacobus Wealth Management
Wisconsin
$4.96M
5
SIA
5
SeaBridge Investment Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
26
Cutter & Co Brokerage
Missouri
$1.13M +$102K +10,332 +10%
EGA
27
E&G Advisors
Texas
$1.07M -$24.6K -2,500 -2%
VIA
28
Vident Investment Advisory
Georgia
$1.05M +$52.8K +5,384 +5%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.05M +$840K +85,350 +394%
IAMOG
30
Investors Asset Management of Georgia
Georgia
$1.05M -$9.84K -1,000 -0.9%
JHIU
31
Janus Henderson Investors US
Colorado
$970K +$355K +36,055 +58%
OA
32
Oxbow Advisors
Texas
$909K -$334K -33,990 -27%
Ameriprise
33
Ameriprise
Minnesota
$867K -$14.3K -1,448 -2%
NPC
34
National Planning Corporation
California
$842K +$706K +70,739 +519%
WA
35
WFG Advisors
Texas
$777K +$270K +27,481 +53%
Millennium Management
36
Millennium Management
New York
$764K +$663K +67,419 +659%
GEM
37
Global Endowment Management
North Carolina
$746K – – –
IWA
38
IBEX Wealth Advisors
New Jersey
$744K -$29.4K -2,970 -4%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$741K +$210K +21,320 +39%
Creative Planning
40
Creative Planning
Kansas
$739K +$483K +49,079 +189%
SIA
41
Starfire Investment Advisers
Michigan
$682K – – –
PCM
42
Pointe Capital Management
Michigan
$682K +$682K +69,340 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$662K +$28.8K +2,925 +5%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$601K +$291K +29,529 +94%
PFS
45
Prospera Financial Services
Texas
$535K +$177K +18,043 +50%
MIC
46
Meridian Investment Counsel
California
$527K -$150K -15,200 -22%
BA
47
BlackRock Advisors
Delaware
$473K +$473K +48,102 New
NCM
48
Noesis Capital Mangement
Florida
$434K -$12.8K -1,300 -3%
RJA
49
Raymond James & Associates
Florida
$420K +$49.2K +5,000 +13%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$360K -$9.75K -991 -3%
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