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.
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: 2 → 2 (0)
5% less funds holding
Funds holding: 116 → 110 (-6)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$10.2M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.78M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$847K |
| 4 |
LPL Financial
San Diego,
California
|
+$764K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.17M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$665K |
| 3 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$583K |
| 4 |
Bank of New York Mellon
New York
|
-$582K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$351K |
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.