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Nuveen Preferred & Income Opportunities Fund

114 hedge funds and large institutions have $137M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $132M → $137M (+$5.23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 13.36%13.37% (+0%)

6% less funds holding

Funds holding: 121114 (-7)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
34
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$316K -$22.9K -2,370 -7%
QIM
52
Quest Investment Management
Oregon
$297K
UCFA
53
United Capital Financial Advisors
Texas
$296K -$60.4K -6,264 -17%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$255K +$248K +25,703 New
BB
55
Busey Bank
Illinois
$241K
SIA
56
Starfire Investment Advisers
Michigan
$237K
CL
57
Choreo LLC
Illinois
$231K +$1.46K +151 +0.7%
HCM
58
Hollencrest Capital Management
California
$200K
TC
59
Telemus Capital
Michigan
$197K
SWP
60
Stratos Wealth Partners
Ohio
$190K -$1.3K -135 -0.7%
Creative Planning
61
Creative Planning
Kansas
$174K -$11.9K -1,230 -7%
BTS
62
BB&T Securities
Virginia
$174K +$69.9K +7,239 +70%
MA
63
Mutual Advisors
Nebraska
$170K +$762 +79 +0.5%
AWM
64
AE Wealth Management
Kansas
$165K +$25.1K +2,605 +19%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$151K
RIG
66
Roosevelt Investment Group
New York
$143K -$782 -81 -0.6%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$140K
MSAM
68
Moloney Securities Asset Management
Missouri
$138K -$9.72K -1,007 -7%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$135K +$132K +13,661 New
Comerica Bank
70
Comerica Bank
Texas
$133K
WWM
71
Western Wealth Management
Colorado
$126K
FAAS
72
First Allied Advisory Services
California
$125K -$3.24K -336 -3%
WEC
73
Winslow Evans & Crocker
Massachusetts
$122K -$6.41K -664 -5%
Northern Trust
74
Northern Trust
Illinois
$121K -$21.4K -2,216 -15%
CA
75
Cetera Advisors
Colorado
$118K +$115K +11,931 New

JPC Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2019, worth a combined $137M — up 4% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 13 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Oxbow Advisors, adding an estimated $2.93M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.88M.

  • 114 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2019, down from 121 in Q1 2019.
  • Funds reported $137M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2019 and 18 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2019 was Oxbow Advisors, an estimated $2.93M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2019 was Parametric Portfolio Associates, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2019.