We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $103M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.17% less ownership

Funds ownership: 13.54% → 13.38% (-0.17%)

2% less funds holding

Funds holding: 118 → 116 (-2)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

30% less capital invested

Capital invested by funds: $146M → $103M (-$43.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
34
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$3.51M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.96M
3
Morgan Stanley
Morgan Stanley
New York
+$1.87M
4
MC
Moors & Cabot
Massachusetts
+$1.46M
5
Wells Fargo
Wells Fargo
California
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$6.22M
2
PPA
Parametric Portfolio Associates
Washington
-$3.58M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.15M
4
Cohen & Steers
Cohen & Steers
New York
-$951K
5
PCM
Prelude Capital Management
New York
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.14M +$520K +54,733 +55%
MC
27
Moors & Cabot
Massachusetts
$1.13M +$1.46M +153,843 New
Stifel Financial
28
Stifel Financial
Missouri
$1.11M +$128K +13,519 +10%
CC
29
Claybrook Capital
Massachusetts
$994K -$846K -89,143 -40%
WS
30
Wedbush Securities
California
$978K +$132K +13,918 +12%
CIA
31
Capital Investment Advisors
Georgia
$839K – – –
OPS
32
Orion Portfolio Solutions
Nebraska
$805K +$1.04M +109,718 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$751K -$59.2K -6,240 -6%
LCM
34
Landscape Capital Management
New Jersey
$665K +$860K +90,628 New
SFS
35
Shaker Financial Services
Virginia
$657K +$126K +13,265 +17%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$582K +$752K +79,271 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$549K -$13.2K -1,389 -2%
SPIA
38
Steward Partners Investment Advisory
New York
$484K +$408 +43 +0.1%
PPA
39
Parametric Portfolio Associates
Washington
$452K -$3.58M -376,772 -86%
MFW
40
Mosaic Family Wealth
Missouri
$445K +$2.04K +215 +0.4%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$426K -$107K -11,300 -16%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$384K +$98K +10,328 +25%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$381K +$48.5K +5,106 +11%
ACP
44
Arcus Capital Partners
Georgia
$369K -$84K -8,846 -15%
GC
45
Guggenheim Capital
Illinois
$347K +$97.6K +10,279 +28%
MIC
46
Meridian Investment Counsel
California
$337K -$14.2K -1,500 -3%
JHCP
47
Jackson Hole Capital Partners
Oklahoma
$319K – – –
IAMOG
48
Investors Asset Management of Georgia
Georgia
$317K -$434K -45,750 -51%
XF
49
XML Financial
Maryland
$308K +$229K +24,109 +135%
EWM
50
Edge Wealth Management
New York
$300K +$2.9K +305 +0.7%
1
2
3 4 5

JPC Hedge Fund Activity: Q1 2020 in Review

116 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2020, worth a combined $103M — down 30% from $146M a quarter earlier.

Fund positioning in JPC was balanced in Q1 2020: 15 funds opened new positions, 15 closed out, 34 added to existing stakes and 39 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $3.51M. The largest seller was Oxbow Advisors, cutting an estimated $6.22M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $103M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2020, down 30% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2020 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2020 was Bramshill Investments, an estimated $3.51M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2020 was Oxbow Advisors, an estimated $6.22M sold.

Based on aggregated 13F filings for Q1 2020.