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Nuveen Preferred & Income Opportunities Fund
JPC

97 hedge funds and large institutions have $142M invested in Nuveen Preferred & Income Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 96 → 97 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

2.32% less ownership

Funds ownership: 16.58% → 14.26% (-2.3%)

7% less capital invested

Capital invested by funds: $152M → $142M (-$10.8M)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
28
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.42M
2
Wells Fargo
Wells Fargo
California
+$1.13M
3
JWM
Jacobus Wealth Management
Wisconsin
+$976K
4
IH
IFC Holdings
Florida
+$906K
5
CIA
Capital Investment Advisors
Georgia
+$640K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$10.9M
2
Morgan Stanley
Morgan Stanley
New York
-$3.85M
3
Cohen & Steers
Cohen & Steers
New York
-$3.79M
4
DBT
Dubuque Bank & Trust
Iowa
-$2.99M
5
Invesco
Invesco
Georgia
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$245K +$19.2K +1,943 +9%
CL
52
Choreo LLC
Illinois
$245K +$99.5K +10,060 +71%
AG
53
Advisor Group
Arizona
$231K +$230K +23,302 New
WA
54
WFG Advisors
Texas
$229K -$1.64K -166 -0.7%
Goldman Sachs
55
Goldman Sachs
New York
$191K +$9.5K +960 +5%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$186K +$208 +21 +0.1%
SWP
57
Stratos Wealth Partners
Ohio
$158K -$37.2K -3,757 -19%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$154K -$267 -27 -0.2%
VC
59
Vicus Capital
Pennsylvania
$148K +$21K +2,125 +17%
Northern Trust
60
Northern Trust
Illinois
$145K – – –
AIA
61
Allegis Investment Advisors
Idaho
$141K -$44.1K -4,456 -24%
NPC
62
National Planning Corporation
California
$141K +$33.1K +3,342 +33%
Mariner
63
Mariner
Kansas
$130K – – –
JWBC
64
J.W. Burns & Co
New York
$128K +$127K +12,800 New
RJA
65
Raymond James & Associates
Florida
$127K -$152K -15,402 -55%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$127K +$125K +12,643 New
Deutsche Bank
67
Deutsche Bank
Germany
$124K +$49.5K +5,000 +67%
William Blair & Company
68
William Blair & Company
Illinois
$121K +$119K +12,061 New
NL
69
NWAM LLC
Washington
$120K – – –
BTS
70
BB&T Securities
Virginia
$114K +$113K +11,380 New
FAAS
71
First Allied Advisory Services
California
$111K -$50.2K -5,079 -31%
FNBT
72
FineMark National Bank & Trust
Florida
$100K -$98.8K -9,986 -50%
CAM
73
Columbia Asset Management
Michigan
$100K – – –
SRC
74
Shufro Rose & Co
New York
$100K – – –
ST
75
Sphinx Trading
Illinois
$100K – – –
1 2
3
4 5

JPC Hedge Fund Activity: Q2 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2016, worth a combined $142M — down 7.1% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 15 closed out — a net gain of 1 holder — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $1.42M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $10.9M sold.

  • 97 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2016, up from 96 in Q1 2016.
  • Funds reported $142M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2016 and 15 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2016 was Bank of America, an estimated $1.42M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2016.