Nuveen Preferred & Income Opportunities Fund
127 hedge funds and large institutions have $194M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 16 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
16% more capital invested
Capital invested by funds: $168M → $194M (+$26.5M)
2.69% more ownership
Funds ownership: 17.12% → 19.81% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less funds holding
Funds holding: 130 → 127 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$11.2M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$7.79M |
| 3 |
Cohen & Steers
New York
|
+$1.88M |
| 4 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$1.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$2.39M |
| 2 |
Citigroup
New York
|
-$1.22M |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$673K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$517K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$499K |
JPC Hedge Fund Activity: Q1 2021 in Review
127 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2021, worth a combined $194M — up 16% from $168M a quarter earlier.
Fund positioning in JPC was balanced in Q1 2021: 16 funds opened new positions, 16 closed out, 41 added to existing stakes and 33 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $11.2M. The largest seller was Bramshill Investments, cutting an estimated $2.39M.
- 127 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2021, down from 130 in Q4 2020.
- Funds reported $194M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2021, up 16% quarter-over-quarter.
- 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2021 and 16 closed out, a net change of 0 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $11.2M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2021 was Bramshill Investments, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2021.