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Nuveen Preferred & Income Opportunities Fund
JPC

121 hedge funds and large institutions have $132M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $121M → $132M (+$10.2M)

0.31% less ownership

Funds ownership: 13.68% → 13.36% (-0.31%)

2% less funds holding

Funds holding: 124 → 121 (-3)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
43
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$2.39M
2
OAM
Orinda Asset Management
California
+$2.38M
3
CC
Claybrook Capital
Massachusetts
+$1.63M
4
IWA
IBEX Wealth Advisors
New Jersey
+$1.37M
5
Wells Fargo
Wells Fargo
California
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$6.46M
2
AAMU
AEGON Asset Management (UK)
United Kingdom
-$5.77M
3
Invesco
Invesco
Georgia
-$1.89M
4
Bank of America
Bank of America
North Carolina
-$1.35M
5
OFG
OTA Financial Group
New York
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$124K – – –
WWM
77
Western Wealth Management
Colorado
$121K – – –
HF
78
HRT Financial
New York
$119K +$116K +12,590 New
FCA
79
FLC Capital Advisors
California
$110K +$106K +11,560 New
MOS
80
MGO One Seven
Ohio
$108K +$12.5K +1,362 +14%
OC
81
Oppenheimer & Co
New York
$105K -$9K -978 -8%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$103K -$3.35K -364 -3%
SFA
83
Sequoia Financial Advisors
Ohio
$102K +$98.3K +10,680 New
RCM
84
RB Capital Management
Nevada
$100K +$1.15K +125 +1%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$98K +$94.4K +10,260 New
BTS
86
BB&T Securities
Virginia
$98K +$95.4K +10,366 New
CCM
87
Covington Capital Management
California
$96K – – –
SRC
88
Shufro Rose & Co
New York
$95K – – –
CFGS
89
Concourse Financial Group Securities
Alabama
$95K +$6.9K +750 +8%
KA
90
Kovack Advisors
Florida
$95K +$92K +10,000 New
TJHA
91
Thomas J. Herzfeld Advisors
Florida
$81K – – –
SWM
92
SeaCrest Wealth Management
New York
$71K -$91.3K -9,919 -57%
SSB
93
Sandy Spring Bank
Maryland
$63K – – –
ACS
94
Archford Capital Strategies
Illinois
$53K – – –
APA
95
American Portfolios Advisors
New York
$41.1K – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$41K +$1.76K +191 +5%
JCM
97
Jacobi Capital Management
Pennsylvania
$38K -$166 -18 -0.5%
GWM
98
Geneos Wealth Management
Colorado
$36K -$9.2K -1,000 -21%
BAM
99
Bruderman Asset Management
New York
$35K – – –
WCM
100
WealthBridge Capital Management
Ohio
$30K -$1.38K -150 -5%
2 3
4
5 6

JPC Hedge Fund Activity: Q1 2019 in Review

121 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2019, worth a combined $132M — up 8.4% from $121M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 15 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 43 added.

The largest buyer was Oxbow Advisors, adding an estimated $2.39M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $6.46M sold.

  • 121 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2019, down from 124 in Q4 2018.
  • Funds reported $132M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2019, up 8.4% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2019 and 18 closed out, a net change of -3 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2019 was Oxbow Advisors, an estimated $2.39M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2019 was Janus Henderson Group, an estimated $6.46M sold.

Based on aggregated 13F filings for Q1 2019.