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Nuveen Preferred & Income Opportunities Fund
JPC

117 hedge funds and large institutions have $164M invested in Nuveen Preferred & Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $141M → $164M (+$23.1M)

1% more funds holding

Funds holding: 116 → 117 (+1)

0.46% more ownership

Funds ownership: 14.48% → 14.94% (+0.46%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
52
Reduced
20
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$5.06M
2
PPA
Parametric Portfolio Associates
Washington
+$4.68M
3
BCI
Brinker Capital Investments
Pennsylvania
+$4.24M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$3.88M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.44M
2
SAM
Smithbridge Asset Management
Pennsylvania
-$2.68M
3
LPL Financial
LPL Financial
California
-$2.2M
4
LCM
Laurion Capital Management
New York
-$1.74M
5
SFS
Shaker Financial Services
Virginia
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
76
Moloney Securities Asset Management
Missouri
$153K – – –
NL
77
NWAM LLC
Washington
$152K +$27K +2,661 +22%
FHA
78
Flagship Harbor Advisors
Massachusetts
$151K +$147K +14,439 New
Northern Trust
79
Northern Trust
Illinois
$150K – – –
AWM
80
AE Wealth Management
Kansas
$145K +$141K +13,911 New
RCM
81
RB Capital Management
Nevada
$144K +$1.89K +186 +1%
VC
82
Vicus Capital
Pennsylvania
$138K -$10.2K -1,000 -7%
AIA
83
Allegis Investment Advisors
Idaho
$127K – – –
M&T Bank
84
M&T Bank
New York
$120K +$117K +11,503 New
SRC
85
Shufro Rose & Co
New York
$114K – – –
Millennium Management
86
Millennium Management
New York
$113K -$366K -36,007 -77%
Citigroup
87
Citigroup
New York
$88K +$49.4K +4,857 +134%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$15K +1,478 +27%
GWM
89
Geneos Wealth Management
Colorado
$70K -$7.16K -704 -9%
SSB
90
Sandy Spring Bank
Maryland
$69K – – –
USGIU
91
U.S. Global Investors (USGI)
Texas
$57K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$51K +$39.9K +3,921 +370%
MFW
93
Mosaic Family Wealth
Missouri
$43K +$793 +78 +2%
DBT
94
Dubuque Bank & Trust
Iowa
$38K – – –
US Bancorp
95
US Bancorp
Minnesota
$32K +$8.91K +877 +39%
NFG
96
Next Financial Group
Texas
$31K +$25.1K +2,472 +494%
DADC
97
D.A. Davidson & Co
Montana
$26K +$25.4K +2,501 New
VWA
98
V Wealth Advisors
Kansas
$22K +$22.4K +2,200 New
SQA
99
Simon Quick Advisors
New Jersey
$21K – – –
AB
100
AT Bancorp
Iowa
$21K +$20.6K +2,027 New
2 3
4
5 6

JPC Hedge Fund Activity: Q2 2017 in Review

117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2017, worth a combined $164M — up 16% from $141M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.06M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.44M.

  • 117 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2017, up from 116 in Q1 2017.
  • Funds reported $164M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2017, up 16% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2017 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2017 was Private Advisor Group, an estimated $5.06M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $9.44M sold.

Based on aggregated 13F filings for Q2 2017.