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Nuveen Preferred & Income Opportunities Fund
JPC

97 hedge funds and large institutions have $142M invested in Nuveen Preferred & Income Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 96 → 97 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

2.32% less ownership

Funds ownership: 16.58% → 14.26% (-2.3%)

7% less capital invested

Capital invested by funds: $152M → $142M (-$10.8M)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
28
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.42M
2
Wells Fargo
Wells Fargo
California
+$1.13M
3
JWM
Jacobus Wealth Management
Wisconsin
+$976K
4
IH
IFC Holdings
Florida
+$906K
5
CIA
Capital Investment Advisors
Georgia
+$640K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$10.9M
2
Morgan Stanley
Morgan Stanley
New York
-$3.85M
3
Cohen & Steers
Cohen & Steers
New York
-$3.79M
4
DBT
Dubuque Bank & Trust
Iowa
-$2.99M
5
Invesco
Invesco
Georgia
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$96K +$8.39K +848 +10%
MFS
77
MSI Financial Services
Massachusetts
$87K – – –
GWM
78
Geneos Wealth Management
Colorado
$75K +$29.8K +3,013 +67%
SSB
79
Sandy Spring Bank
Maryland
$66K – – –
USGIU
80
U.S. Global Investors (USGI)
Texas
$56K – – –
US Bancorp
81
US Bancorp
Minnesota
$47K +$5.66K +572 +14%
DBT
82
Dubuque Bank & Trust
Iowa
$39K -$2.99M -302,517 -99%
NFG
83
Next Financial Group
Texas
$39K -$7.31K -739 -16%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
AAM
85
Advisors Asset Management
Colorado
$20K +$9.02K +912 +86%
FWM
86
Focused Wealth Management
New York
$16K – – –
VIA
87
Vantage Investment Advisors
Pennsylvania
$16K +$15.7K +1,587 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K – – –
CTC
89
Central Trust Company
Missouri
$11K – – –
EWM
90
Edge Wealth Management
New York
$11K – – –
PCM
91
Penserra Capital Management
California
$10K – – –
WA
92
Winfield Associates
Ohio
$8K +$7.84K +793 New
CFS
93
Commonwealth Financial Services
West Virginia
$7K – – –
PSUF
94
People's United Financial
Connecticut
$7K – – –
FANJ
95
Financial Architects (New Jersey)
New Jersey
$5K +$4.95K +500 New
BCM
96
Blume Capital Management
California
$3K – – –
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$2.9K +$2.86K +289 New
MRCM
98
M&R Capital Management
New Jersey
$2K +$1.98K +200 New
PPA
99
Parametric Portfolio Associates
Washington
– -$10.9M -1,162,460 Closed
YMRC
100
Yorktown Management & Research Company
Virginia
– -$1.31M -140,000 Closed
1 2 3
4
5

JPC Hedge Fund Activity: Q2 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2016, worth a combined $142M — down 7.1% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 15 closed out — a net gain of 1 holder — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $1.42M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $10.9M sold.

  • 97 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2016, up from 96 in Q1 2016.
  • Funds reported $142M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2016 and 15 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2016 was Bank of America, an estimated $1.42M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2016.