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Nuveen Preferred & Income Opportunities Fund

115 hedge funds and large institutions have $127M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

13% more funds holding

Funds holding: 102115 (+13)

0.42% more ownership

Funds ownership: 12.37%12.79% (+0.42%)

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.9M)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
36
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
76
RB Capital Management
Nevada
$137K +$2.05K +209 +1%
DA
77
Doliver Advisors
Texas
$135K -$548K -55,830 -79%
Citigroup
78
Citigroup
New York
$125K +$4.03K +411 +3%
FAAS
79
First Allied Advisory Services
California
$119K +$125K +12,746 New
JWBC
80
J.W. Burns & Co
New York
$114K +$9.81K +1,000 +9%
NL
81
NWAM LLC
Washington
$111K
MML Investors Services
82
MML Investors Services
Massachusetts
$104K -$34.5K -3,519 -24%
SRC
83
Shufro Rose & Co
New York
$93K
CCM
84
Covington Capital Management
California
$75K
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$12.5K -1,271 -14%
SSB
86
Sandy Spring Bank
Maryland
$62K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$62K +$37.3K +3,800 +134%
GWM
88
Geneos Wealth Management
Colorado
$54K
ACS
89
Archford Capital Strategies
Illinois
$52K +$6.36K +648 +13%
IA
90
IFP Advisors
Florida
$48K +$7.67K +782 +18%
APA
91
American Portfolios Advisors
New York
$40.2K
FIA
92
FNY Investment Advisers
New York
$37K +$39.8K +4,060 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$30K -$5.79K -590 -15%
RFM
94
Royal Fund Management
Florida
$30K +$32.4K +3,300 New
TFS
95
TrustCore Financial Services
Tennessee
$28K
OIA
96
Optimum Investment Advisors
Illinois
$28K +$530 +54 +2%
BC
97
Barnett & Company
Tennessee
$25K
JCM
98
Jacobi Capital Management
Pennsylvania
$24K +$334 +34 +1%
DBT
99
Dubuque Bank & Trust
Iowa
$23K
CAC
100
Certified Advisory Corp
Florida
$23K +$481 +49 +2%

JPC Hedge Fund Activity: Q2 2018 in Review

115 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2018, worth a combined $127M — down 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPC positions and 5 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $1.66M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.44M.

  • 115 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2018, up from 102 in Q1 2018.
  • Funds reported $127M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2018, down 3% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $1.66M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2018 was Parametric Portfolio Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2018.