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Nuveen Preferred & Income Opportunities Fund

110 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $103M → $126M (+$23.1M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.42% more ownership

Funds ownership: 13.38%14.8% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 116110 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
37
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
26
E&G Advisors
Texas
$1.44M +$27.1K +3,400 +2%
CRC
27
Curi RMB Capital
Illinois
$1.33M -$325K -40,781 -20%
Stifel Financial
28
Stifel Financial
Missouri
$1.25M +$8.4K +1,052 +0.7%
CC
29
Claybrook Capital
Massachusetts
$1.11M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.08M -$190K -23,769 -15%
OPS
31
Orion Portfolio Solutions
Nebraska
$995K +$89K +11,147 +10%
CIA
32
Capital Investment Advisors
Georgia
$929K -$11.6K -1,449 -1%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$903K +$59K +7,396 +7%
WS
34
Wedbush Securities
California
$734K -$351K -44,017 -33%
MFW
35
Mosaic Family Wealth
Missouri
$682K +$178K +22,264 +37%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$676K +$59.3K +7,434 +10%
SPIA
37
Steward Partners Investment Advisory
New York
$544K +$607 +76 +0.1%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$510K +$31.9K +4,000 +7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$474K +$45.7K +5,723 +11%
GC
40
Guggenheim Capital
Illinois
$419K +$29.2K +3,655 +8%
ACP
41
Arcus Capital Partners
Georgia
$414K
SFS
42
Shaker Financial Services
Virginia
$397K -$330K -41,325 -46%
MIC
43
Meridian Investment Counsel
California
$377K
JHCP
44
Jackson Hole Capital Partners
Oklahoma
$358K
IAMOG
45
Investors Asset Management of Georgia
Georgia
$356K
LOPW
46
Live Oak Private Wealth
North Carolina
$355K +$344K +43,136 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$352K -$75.6K -9,477 -18%
EWM
48
Edge Wealth Management
New York
$347K +$3.06K +384 +0.9%
FFA
49
First Foundation Advisors
California
$318K +$239 +30 +0.1%
KA
50
Kovack Advisors
Florida
$284K +$7.86K +985 +3%

JPC Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 12 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Bramshill Investments, adding an estimated $10.2M. The largest seller was Invesco, cutting an estimated $1.17M.

  • 110 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2020, down from 116 in Q1 2020.
  • Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2020 was Bramshill Investments, an estimated $10.2M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2020 was Invesco, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2020.