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Nuveen Preferred & Income Opportunities Fund
JPC

115 hedge funds and large institutions have $127M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

13% more funds holding

Funds holding: 102 → 115 (+13)

0.42% more ownership

Funds ownership: 12.37% → 12.79% (+0.42%)

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.9M)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
36
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$1.66M
2
CAN
Cetera Advisor Networks
California
+$1.59M
3
Invesco
Invesco
Georgia
+$1.43M
4
NMC
Nine Masts Capital
Hong Kong
+$1.01M
5
Morgan Stanley
Morgan Stanley
New York
+$768K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$1.44M
2
RCM
Rivernorth Capital Management
Florida
-$946K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$704K
4
LPL Financial
LPL Financial
California
-$575K
5
DA
Doliver Advisors
Texas
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
NMC
26
Nine Masts Capital
Hong Kong
$962K +$1.01M +103,100 New
CWM
27
Cornerstone Wealth Management
Missouri
$900K +$83.2K +8,478 New
IAMOG
28
Investors Asset Management of Georgia
Georgia
$867K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$862K -$4.17K -425 -0.5%
COLIM
30
City of London Investment Management
United Kingdom
$860K – – –
Stifel Financial
31
Stifel Financial
Missouri
$853K -$40.5K -4,129 -4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$807K +$6.4K +652 +0.8%
GEM
33
Global Endowment Management
North Carolina
$746K – – –
SIS
34
Sound Income Strategies
Florida
$725K +$35.7K +3,641 +5%
AG
35
Advisor Group
Arizona
$687K +$29.1K +2,967 +4%
OA
36
Oxbow Advisors
Texas
$686K +$721K +73,507 New
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$682K -$704K -71,730 -50%
WS
38
Wedbush Securities
California
$611K +$56.2K +5,729 +10%
GC
39
Guggenheim Capital
Illinois
$536K +$103K +10,542 +23%
MIC
40
Meridian Investment Counsel
California
$500K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$480K +$54.7K +5,573 +12%
RJA
42
Raymond James & Associates
Florida
$427K +$176K +17,962 +65%
WAM
43
Wolverine Asset Management
Illinois
$368K +$387K +39,477 New
NCM
44
Noesis Capital Mangement
Florida
$366K -$27K -2,750 -7%
JG
45
Jefferies Group
New York
$327K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$327K +$2.17K +221 +0.6%
William Blair & Company
47
William Blair & Company
Illinois
$327K +$344K +35,086 New
AFP
48
Ausdal Financial Partners
Iowa
$322K – – –
HCM
49
Hollencrest Capital Management
California
$291K – – –
HK
50
Horizon Kinetics
New York
$289K -$41.9K -4,267 -12%
1
2
3 4 5

JPC Hedge Fund Activity: Q2 2018 in Review

115 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2018, worth a combined $127M — down 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPC positions and 5 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $1.66M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.44M.

  • 115 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2018, up from 102 in Q1 2018.
  • Funds reported $127M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2018, down 3% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $1.66M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2018 was Parametric Portfolio Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2018.