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Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $126M → $136M (+$9.88M)

5% more funds holding

Funds holding: 110 → 116 (+6)

0.67% more ownership

Funds ownership: 14.8% → 15.47% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$11.4M
2
IWA
IBEX Wealth Advisors
New Jersey
+$1.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$936K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$728K
5
PPA
Parametric Portfolio Associates
Washington
+$720K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.37M
2
OAM
Orinda Asset Management
California
-$1.98M
3
TA
TCG Advisors
Texas
-$1.68M
4
Wells Fargo
Wells Fargo
California
-$1.21M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
51
Edge Wealth Management
New York
$306K -$52.3K -6,076 -14%
Creative Planning
52
Creative Planning
Kansas
$305K +$168K +19,545 +119%
AWM
53
AE Wealth Management
Kansas
$299K +$41.6K +4,834 +16%
LCS
54
Levin Capital Strategies
New York
$297K +$301K +35,000 New
FGA
55
Fortis Group Advisors
New Jersey
$283K +$287K +33,347 New
XF
56
XML Financial
Maryland
$265K – – –
NCM
57
Noesis Capital Mangement
Florida
$256K -$8.61K -1,000 -3%
QIM
58
Quest Investment Management
Oregon
$255K – – –
AFP
59
Ausdal Financial Partners
Iowa
$240K +$30.7K +3,566 +14%
FHA
60
Flagship Harbor Advisors
Massachusetts
$214K -$17.2K -2,000 -7%
KAS
61
Kestra Advisory Services
Texas
$211K +$214K +24,857 New
HighTower Advisors
62
HighTower Advisors
Illinois
$199K -$15.3K -1,778 -7%
IFG
63
Independent Financial Group
California
$197K -$87.8K -10,200 -31%
AAS
64
Avantax Advisory Services
Texas
$196K -$26.2K -3,041 -12%
Truist Financial
65
Truist Financial
North Carolina
$196K +$30.8K +3,578 +18%
UCFA
66
United Capital Financial Advisors
Texas
$194K +$17.2K +2,000 +10%
TC
67
Telemus Capital
Michigan
$186K – – –
BB
68
Busey Bank
Illinois
$171K – – –
HCM
69
Hollencrest Capital Management
California
$171K – – –
CI
70
CX Institutional
Indiana
$171K +$173K +20,142 New
EP
71
Eudaimonia Partners
Tennessee
$160K – – –
SWP
72
Stratos Wealth Partners
Ohio
$159K -$11.8K -1,365 -7%
AIC
73
Ameritas Investment Company
Nebraska
$152K – – –
FAAS
74
First Allied Advisory Services
California
$144K -$3.83K -445 -3%
OA
75
Oxbow Advisors
Texas
$141K – – –
1 2
3
4 5

JPC Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2020, worth a combined $136M — up 7.9% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $2.37M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2020, up from 110 in Q2 2020.
  • Funds reported $136M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2020 was Bramshill Investments, an estimated $11.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2020.