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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

117 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
35
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$10.9M
2
NMC
2
Nine Masts Capital
Hong Kong
$3.36M
3
PAG
3
Private Advisor Group
New Jersey
$4.22M
4
PPA
4
Parametric Portfolio Associates
Washington
$5.48M
5
DA
5
Doliver Advisors
Texas
$977K

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$1.67M
2
Invesco
2
Invesco
Georgia
$8.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
Wells Fargo
4
Wells Fargo
California
$8.85M
5
LPL Financial
5
LPL Financial
California
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.09M 117,486 -31,953 -21%
DA
27
Doliver Advisors
Texas
$977K 105,362 +90,916 +629%
CWM
28
Cornerstone Wealth Management
Missouri
$900K 9,513 +1,035 +12%
IWA
29
IBEX Wealth Advisors
New Jersey
$889K 96,538 -2,674 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$878K 94,714 +2,362 +3%
Stifel Financial
31
Stifel Financial
Missouri
$876K 94,543 +3,243 +4%
IAMOG
32
Investors Asset Management of Georgia
Georgia
$861K 92,920 – –
COLIM
33
City of London Investment Management
United Kingdom
$853K 92,100 – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$798K 86,129 -368 -0.4%
AG
35
Advisor Group
Arizona
$792K 85,487 +11,809 +16%
GEM
36
Global Endowment Management
North Carolina
$742K 80,000 – –
OAM
37
Orinda Asset Management
California
$701K 75,589 +75,589 New
SIS
38
Sound Income Strategies
Florida
$698K 75,338 -2,343 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$663K 71,554 +71,554 New
OA
40
Oxbow Advisors
Texas
$657K 70,887 -2,620 -4%
MIC
41
Meridian Investment Counsel
California
$496K 53,550 – –
WS
42
Wedbush Securities
California
$478K 51,602 -13,912 -21%
RJA
43
Raymond James & Associates
Florida
$474K 51,155 +5,393 +12%
GC
44
Guggenheim Capital
Illinois
$444K 47,908 -9,454 -16%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$371K 39,983 -11,474 -22%
NCM
46
Noesis Capital Mangement
Florida
$349K 37,700 -1,500 -4%
JG
47
Jefferies Group
New York
$325K 35,030 – –
William Blair & Company
48
William Blair & Company
Illinois
$325K 35,086 – –
Jane Street
49
Jane Street
New York
$325K 35,075 +35,075 New
HighTower Advisors
50
HighTower Advisors
Illinois
$320K 34,401 -779 -2%
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