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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

124 hedge funds and large institutions have $121M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
32
Reduced
42
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$11.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$6.46M
3
OFG
OTA Financial Group
New York
$980K
4
PCM
Prelude Capital Management
New York
$417K
5
Cohen & Steers
Cohen & Steers
New York
$10.2M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
$0
2
CRC
Curi RMB Capital
Illinois
$2.83M
3
PPA
Parametric Portfolio Associates
Washington
$3.67M
4
PAG
Private Advisor Group
New Jersey
$2.62M
5
UCFA
United Capital Financial Advisors
Texas
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$117K -$2.49K -299 -2%
SS
77
Simplicity Solutions
Minnesota
$117K +$117K +14,028 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$115K +$8.36K +1,000 +8%
FAAS
79
First Allied Advisory Services
California
$110K +$4.33K +531 +4%
WEC
80
Winslow Evans & Crocker
Massachusetts
$108K – – –
TSS
81
Two Sigma Securities
New York
$107K +$4.53K +542 +4%
SB
82
Suntrust Banks
Georgia
$107K +$107K +11,039 New
WWM
83
Western Wealth Management
Colorado
$106K +$106K +12,667 New
OC
84
Oppenheimer & Co
New York
$100K -$41.3K -4,938 -29%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$93K -$26.6K -3,186 -22%
PFA
86
Pettinga Financial Advisors
Indiana
$89K +$89K +10,700 New
Citigroup
87
Citigroup
New York
$87K -$115K -13,862 -57%
RCM
88
RB Capital Management
Nevada
$87K +$1.45K +173 +2%
CCM
89
Covington Capital Management
California
$84K – – –
MOS
90
MGO One Seven
Ohio
$83K -$21.9K -2,641 -21%
SRC
91
Shufro Rose & Co
New York
$83K – – –
CFGS
92
Concourse Financial Group Securities
Alabama
$77K +$53K +6,364 +221%
TJHA
93
Thomas J. Herzfeld Advisors
Florida
$71K -$87.1K -10,454 -55%
NFG
94
Next Financial Group
Texas
$66K +$45.4K +5,463 +221%
SSB
95
Sandy Spring Bank
Maryland
$55K – – –
ACS
96
Archford Capital Strategies
Illinois
$47K – – –
GWM
97
Geneos Wealth Management
Colorado
$39K – – –
APA
98
American Portfolios Advisors
New York
$36K -$15.5K -1,861 -30%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$34K +$2.97K +355 +10%
JCM
100
Jacobi Capital Management
Pennsylvania
$33K +$1.66K +199 +5%
2 3
4
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