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Nuveen Preferred & Income Opportunities Fund

114 hedge funds and large institutions have $137M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $132M → $137M (+$5.23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 13.36%13.37% (+0%)

6% less funds holding

Funds holding: 121114 (-7)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
34
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.36M +$48.7K +5,050 +4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.22M -$948K -98,194 -44%
RJA
28
Raymond James & Associates
Florida
$1.22M +$622K +64,465 +110%
CIA
29
Capital Investment Advisors
Georgia
$1.19M +$1.06K +110 +0.1%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$1.13M +$50.7K +5,256 +5%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$1.12M -$9.74K -1,009 -0.9%
AG
32
Advisor Group
Arizona
$1.02M +$128K +13,267 +15%
IAMOG
33
Investors Asset Management of Georgia
Georgia
$907K -$4.05K -420 -0.5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$882K -$53.6K -5,551 -6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$832K -$99K -10,261 -11%
PCM
36
Prelude Capital Management
New York
$743K -$482K -50,000 -40%
V
37
Veritable
Delaware
$743K +$724K +75,000 New
SPIA
38
Steward Partners Investment Advisory
New York
$704K +$72.7K +7,530 +12%
ACP
39
Arcus Capital Partners
Georgia
$586K
WS
40
Wedbush Securities
California
$561K +$141K +14,596 +35%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$521K +$159K +16,511 +46%
MIC
42
Meridian Investment Counsel
California
$511K
GC
43
Guggenheim Capital
Illinois
$482K -$22K -2,280 -4%
JHCP
44
Jackson Hole Capital Partners
Oklahoma
$431K +$420K +43,496 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$418K -$49.7K -5,146 -11%
MFW
46
Mosaic Family Wealth
Missouri
$402K +$126K +13,027 +47%
EWM
47
Edge Wealth Management
New York
$401K +$2.98K +309 +0.8%
AAS
48
Avantax Advisory Services
Texas
$392K +$29.8K +3,090 +8%
NCM
49
Noesis Capital Mangement
Florida
$324K -$33.8K -3,500 -10%
HighTower Advisors
50
HighTower Advisors
Illinois
$319K +$34.4K +3,568 +12%

JPC Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2019, worth a combined $137M — up 4% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 13 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Oxbow Advisors, adding an estimated $2.93M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.88M.

  • 114 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2019, down from 121 in Q1 2019.
  • Funds reported $137M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2019 and 18 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2019 was Oxbow Advisors, an estimated $2.93M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2019 was Parametric Portfolio Associates, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2019.