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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

117 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
35
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$10.9M
2
NMC
2
Nine Masts Capital
Hong Kong
$3.36M
3
PAG
3
Private Advisor Group
New Jersey
$4.22M
4
PPA
4
Parametric Portfolio Associates
Washington
$5.48M
5
DA
5
Doliver Advisors
Texas
$977K

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$1.67M
2
Invesco
2
Invesco
Georgia
$8.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
Wells Fargo
4
Wells Fargo
California
$8.85M
5
LPL Financial
5
LPL Financial
California
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$320K 34,508 – –
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$293K 31,636 +4,731 +18%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$280K 30,470 -42,000 -58%
QIM
54
Quest Investment Management
Oregon
$278K 30,000 – –
SPIA
55
Steward Partners Investment Advisory
New York
$251K 27,030 +5,497 +26%
Creative Planning
56
Creative Planning
Kansas
$242K 26,071 +6,751 +35%
LPT
57
Legacy Private Trust
Wisconsin
$237K 25,560 – –
Citigroup
58
Citigroup
New York
$226K 24,372 +10,977 +82%
SWP
59
Stratos Wealth Partners
Ohio
$218K 23,542 -4,350 -16%
WAM
60
Wolverine Asset Management
Illinois
$216K 23,361 -16,116 -41%
SIA
61
Starfire Investment Advisers
Michigan
$216K 23,315 +23,315 New
HK
62
Horizon Kinetics
New York
$212K 22,865 -8,063 -26%
CL
63
Choreo LLC
Illinois
$212K 22,742 +242 +1%
HCM
64
Hollencrest Capital Management
California
$192K 20,188 -11,048 -35%
SWM
65
SeaCrest Wealth Management
New York
$192K 20,671 -1,116 -5%
CAL
66
Capital Advisors Ltd
Ohio
$191K 20,624 – –
TC
67
Telemus Capital
Michigan
$190K 20,450 – –
TJHA
68
Thomas J. Herzfeld Advisors
Florida
$176K 18,975 +18,975 New
Millennium Management
69
Millennium Management
New York
$163K 17,600 -6,176 -26%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$162K 17,444 +2,554 +17%
SFS
71
Shaker Financial Services
Virginia
$159K 17,100 -900 -5%
OC
72
Oppenheimer & Co
New York
$157K 16,891 +147 +0.9%
MA
73
Mutual Advisors
Nebraska
$156K 16,864 +16,864 New
FHA
74
Flagship Harbor Advisors
Massachusetts
$152K 16,464 – –
MFW
75
Mosaic Family Wealth
Missouri
$149K 16,086 +148 +0.9%
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