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Nuveen Preferred & Income Opportunities Fund

115 hedge funds and large institutions have $127M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

13% more funds holding

Funds holding: 102115 (+13)

0.42% more ownership

Funds ownership: 12.37%12.79% (+0.42%)

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.9M)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
36
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
51
Quest Investment Management
Oregon
$280K
SWP
52
Stratos Wealth Partners
Ohio
$260K -$26.9K -2,740 -9%
ST
53
Sphinx Trading
Illinois
$252K +$265K +27,000 New
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$251K +$22.8K +2,326 +9%
LPT
55
Legacy Private Trust
Wisconsin
$238K
FNBT
56
FineMark National Bank & Trust
Florida
$234K +$48.7K +4,965 +25%
Millennium Management
57
Millennium Management
New York
$222K +$233K +23,776 New
CL
58
Choreo LLC
Illinois
$211K +$4.28K +436 +2%
SWM
59
SeaCrest Wealth Management
New York
$203K -$11.9K -1,209 -5%
SPIA
60
Steward Partners Investment Advisory
New York
$201K +$51K +5,202 +32%
CAL
61
Capital Advisors Ltd
Ohio
$192K
Goldman Sachs
62
Goldman Sachs
New York
$191K -$110K -11,234 -35%
TC
63
Telemus Capital
Michigan
$191K
Creative Planning
64
Creative Planning
Kansas
$180K -$7.04K -718 -4%
SFS
65
Shaker Financial Services
Virginia
$168K +$177K +18,000 New
Citadel Advisors
66
Citadel Advisors
Florida
$167K +$176K +17,890 New
OC
67
Oppenheimer & Co
New York
$156K +$1.42K +145 +0.9%
FHA
68
Flagship Harbor Advisors
Massachusetts
$153K +$4.91K +500 +3%
MFW
69
Mosaic Family Wealth
Missouri
$149K +$854 +87 +0.5%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$142K -$28.6K -2,913 -16%
WEC
71
Winslow Evans & Crocker
Massachusetts
$140K
Northern Trust
72
Northern Trust
Illinois
$140K +$5.36K +546 +4%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$139K +$146K +14,890 New
AWM
74
AE Wealth Management
Kansas
$138K -$3.77K -384 -3%
MSAM
75
Moloney Securities Asset Management
Missouri
$138K

JPC Hedge Fund Activity: Q2 2018 in Review

115 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2018, worth a combined $127M — down 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPC positions and 5 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $1.66M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.44M.

  • 115 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2018, up from 102 in Q1 2018.
  • Funds reported $127M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2018, down 3% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $1.66M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2018 was Parametric Portfolio Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2018.