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Nuveen Preferred & Income Opportunities Fund

124 hedge funds and large institutions have $121M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

6% more funds holding

Funds holding: 117124 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 13.83%13.68% (-0.16%)

11% less capital invested

Capital invested by funds: $136M → $121M (-$14.4M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
32
Reduced
42
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$285K -$2.65K -300 -0.9%
HighTower Advisors
52
HighTower Advisors
Illinois
$284K -$4.01K -454 -1%
TCM
53
Tegean Capital Management
New York
$264K +$279K +31,600 New
Creative Planning
54
Creative Planning
Kansas
$251K +$35.4K +4,010 +15%
QIM
55
Quest Investment Management
Oregon
$250K
SIA
56
Starfire Investment Advisers
Michigan
$208K +$15.3K +1,730 +7%
BB
57
Busey Bank
Illinois
$203K +$215K +24,351 New
CL
58
Choreo LLC
Illinois
$191K +$954 +108 +0.5%
AA
59
AQR Arbitrage
Connecticut
$190K +$201K +22,742 New
AAS
60
Avantax Advisory Services
Texas
$186K +$199K +22,498 New
TC
61
Telemus Capital
Michigan
$171K
HCM
62
Hollencrest Capital Management
California
$168K
SWP
63
Stratos Wealth Partners
Ohio
$165K -$33.4K -3,775 -16%
SWM
64
SeaCrest Wealth Management
New York
$145K -$29.3K -3,317 -16%
MA
65
Mutual Advisors
Nebraska
$142K +$972 +110 +0.7%
MFW
66
Mosaic Family Wealth
Missouri
$135K +$574 +65 +0.4%
SFS
67
Shaker Financial Services
Virginia
$130K -$13.3K -1,500 -9%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$129K -$133K -15,000 -49%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$128K
PAS
70
Park Avenue Securities
New York
$128K +$17.2K +1,944 +16%
Northern Trust
71
Northern Trust
Illinois
$121K
RIG
72
Roosevelt Investment Group
New York
$121K +$129K +14,552 New
FHA
73
Flagship Harbor Advisors
Massachusetts
$120K -$17.7K -2,000 -12%
MSAM
74
Moloney Securities Asset Management
Missouri
$120K
MML Investors Services
75
MML Investors Services
Massachusetts
$120K +$2.63K +298 +2%

JPC Hedge Fund Activity: Q4 2018 in Review

124 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2018, worth a combined $121M — down 11% from $136M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JPC positions and 18 closed out — a net gain of 7 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Invesco, adding an estimated $4.57M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $3.36M sold.

  • 124 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $121M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2018, down 11% quarter-over-quarter.
  • 25 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2018 and 18 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2018 was Invesco, an estimated $4.57M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2018 was Nine Masts Capital, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2018.