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Nuveen Preferred & Income Opportunities Fund

110 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $103M → $126M (+$23.1M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.42% more ownership

Funds ownership: 13.38%14.8% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 116110 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
37
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$275K
XF
52
XML Financial
Maryland
$257K -$85.4K -10,697 -26%
NCM
53
Noesis Capital Mangement
Florida
$257K -$12K -1,500 -5%
AWM
54
AE Wealth Management
Kansas
$250K +$110K +13,743 +83%
QIM
55
Quest Investment Management
Oregon
$247K
FHA
56
Flagship Harbor Advisors
Massachusetts
$224K -$30.3K -3,800 -12%
AAS
57
Avantax Advisory Services
Texas
$213K -$12.3K -1,540 -6%
HighTower Advisors
58
HighTower Advisors
Illinois
$207K -$30K -3,760 -13%
AFP
59
Ausdal Financial Partners
Iowa
$203K
SIA
60
Starfire Investment Advisers
Michigan
$197K
WA
61
Winfield Associates
Ohio
$185K -$9.26K -1,160 -5%
TC
62
Telemus Capital
Michigan
$178K +$8.98K +1,125 +5%
UCFA
63
United Capital Financial Advisors
Texas
$172K -$36.2K -4,538 -18%
PPA
64
Parametric Portfolio Associates
Washington
$171K -$326K -40,848 -66%
HCM
65
Hollencrest Capital Management
California
$166K
BB
66
Busey Bank
Illinois
$166K +$55.9K +7,000 +53%
SWP
67
Stratos Wealth Partners
Ohio
$165K -$3.06K -384 -2%
Truist Financial
68
Truist Financial
North Carolina
$161K -$28.2K -3,536 -15%
EP
69
Eudaimonia Partners
Tennessee
$156K +$4.79K +600 +3%
AIC
70
Ameritas Investment Company
Nebraska
$152K +$10.6K +1,322 +8%
FAAS
71
First Allied Advisory Services
California
$144K +$16.9K +2,113 +14%
OA
72
Oxbow Advisors
Texas
$137K -$99.6K -12,475 -43%
Creative Planning
73
Creative Planning
Kansas
$135K -$3.99K -500 -3%
APWA
74
Atlas Private Wealth Advisors
New Jersey
$132K +$128K +16,000 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$130K +$9.96K +1,248 +9%

JPC Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 12 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Bramshill Investments, adding an estimated $10.2M. The largest seller was Invesco, cutting an estimated $1.17M.

  • 110 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2020, down from 116 in Q1 2020.
  • Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2020 was Bramshill Investments, an estimated $10.2M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2020 was Invesco, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2020.