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Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $126M → $136M (+$9.88M)

5% more funds holding

Funds holding: 110 → 116 (+6)

0.67% more ownership

Funds ownership: 14.8% → 15.47% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$11.4M
2
IWA
IBEX Wealth Advisors
New Jersey
+$1.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$936K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$728K
5
PPA
Parametric Portfolio Associates
Washington
+$720K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.37M
2
OAM
Orinda Asset Management
California
-$1.98M
3
TA
TCG Advisors
Texas
-$1.68M
4
Wells Fargo
Wells Fargo
California
-$1.21M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.31M +$18.6K +2,166 +1%
OAM
27
Orinda Asset Management
California
$1.26M -$1.98M -229,994 -61%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.21M +$94K +10,914 +8%
CAN
29
Cetera Advisor Networks
California
$1.2M -$559K -64,906 -31%
OPS
30
Orion Portfolio Solutions
Nebraska
$966K -$61.3K -7,122 -6%
CIA
31
Capital Investment Advisors
Georgia
$953K -$5.73K -665 -0.6%
PPA
32
Parametric Portfolio Associates
Washington
$886K +$720K +83,564 +402%
MFW
33
Mosaic Family Wealth
Missouri
$825K +$123K +14,292 +17%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$717K +$728K +84,500 New
WS
35
Wedbush Securities
California
$646K -$113K -13,170 -15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$612K -$87.1K -10,113 -12%
SFS
37
Shaker Financial Services
Virginia
$553K +$146K +16,911 +35%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$552K +$9.39K +1,091 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$491K +$1.31K +152 +0.3%
SPIA
40
Steward Partners Investment Advisory
New York
$471K -$91.8K -10,657 -16%
JWCA
41
J.W. Cole Advisors
Florida
$452K +$459K +53,258 New
ACP
42
Arcus Capital Partners
Georgia
$427K – – –
GC
43
Guggenheim Capital
Illinois
$391K -$41.9K -4,863 -10%
MIC
44
Meridian Investment Counsel
California
$389K – – –
JHCP
45
Jackson Hole Capital Partners
Oklahoma
$369K – – –
IAMOG
46
Investors Asset Management of Georgia
Georgia
$367K – – –
LOPW
47
Live Oak Private Wealth
North Carolina
$366K – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$329K -$35.4K -4,112 -10%
FFA
49
First Foundation Advisors
California
$328K +$215 +25 +0.1%
KA
50
Kovack Advisors
Florida
$318K +$24.6K +2,860 +8%
1
2
3 4 5

JPC Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2020, worth a combined $136M — up 7.9% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $2.37M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2020, up from 110 in Q2 2020.
  • Funds reported $136M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2020 was Bramshill Investments, an estimated $11.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2020.