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Nuveen Preferred & Income Opportunities Fund
JPC

124 hedge funds and large institutions have $121M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

6% more funds holding

Funds holding: 117 → 124 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 13.83% → 13.68% (-0.16%)

11% less capital invested

Capital invested by funds: $136M → $121M (-$14.4M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
32
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.57M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.06M
3
OFG
OTA Financial Group
New York
+$1.04M
4
PCM
Prelude Capital Management
New York
+$442K
5
Cohen & Steers
Cohen & Steers
New York
+$397K

Top Sellers

Rank Fund Capital Flow
1
NMC
Nine Masts Capital
Hong Kong
-$3.36M
2
CRC
Curi RMB Capital
Illinois
-$2.51M
3
PPA
Parametric Portfolio Associates
Washington
-$1.33M
4
PAG
Private Advisor Group
New Jersey
-$1.25M
5
UCFA
United Capital Financial Advisors
Texas
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
26
OTA Financial Group
New York
$980K +$1.04M +117,556 New
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$916K +$970K +109,775 New
Ameriprise
28
Ameriprise
Minnesota
$872K -$114K -12,892 -11%
IWA
29
IBEX Wealth Advisors
New Jersey
$804K -$769 -87 -0.1%
COLIM
30
City of London Investment Management
United Kingdom
$769K – – –
IAMOG
31
Investors Asset Management of Georgia
Georgia
$767K -$8.84K -1,000 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$755K -$37.1K -4,200 -4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$738K +$21.4K +2,420 +3%
AG
34
Advisor Group
Arizona
$710K -$3.43K -388 -0.5%
GEM
35
Global Endowment Management
North Carolina
$667K – – –
SIS
36
Sound Income Strategies
Florida
$618K -$10.6K -1,203 -2%
OA
37
Oxbow Advisors
Texas
$592K +$521 +59 +0.1%
MIC
38
Meridian Investment Counsel
California
$447K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$443K +$231K +26,183 +97%
RJA
40
Raymond James & Associates
Florida
$429K +$2.38K +269 +0.5%
WS
41
Wedbush Securities
California
$424K -$6.83K -773 -1%
PCM
42
Prelude Capital Management
New York
$417K +$442K +50,000 New
UCFA
43
United Capital Financial Advisors
Texas
$400K -$1.17M -131,908 -73%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$393K -$215K -24,381 -34%
GC
45
Guggenheim Capital
Illinois
$357K -$45.1K -5,105 -11%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$350K +$17.4K +1,965 +5%
OAM
47
Orinda Asset Management
California
$347K -$300K -33,989 -45%
EWM
48
Edge Wealth Management
New York
$337K +$353K +40,000 +9,926%
WAM
49
Weiss Asset Management
Massachusetts
$329K +$349K +39,457 New
NCM
50
Noesis Capital Mangement
Florida
$314K – – –
1
2
3 4 5

JPC Hedge Fund Activity: Q4 2018 in Review

124 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2018, worth a combined $121M — down 11% from $136M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JPC positions and 18 closed out — a net gain of 7 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Invesco, adding an estimated $4.57M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $3.36M sold.

  • 124 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $121M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2018, down 11% quarter-over-quarter.
  • 25 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2018 and 18 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2018 was Invesco, an estimated $4.57M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2018 was Nine Masts Capital, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2018.