Nuveen Preferred & Income Opportunities Fund
114 hedge funds and large institutions have $137M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.
4% more capital invested
Capital invested by funds: $132M → $137M (+$5.23M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more ownership
Funds ownership: 13.36% → 13.37% (+0%)
6% less funds holding
Funds holding: 121 → 114 (-7)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
+$2.93M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$889K |
| 3 |
Cohen & Steers
New York
|
+$798K |
| 4 |
V
Veritable
Wilmington,
Delaware
|
+$724K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$627K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.88M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.56M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$948K |
| 4 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$762K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$678K |
JPC Hedge Fund Activity: Q2 2019 in Review
114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2019, worth a combined $137M — up 4% from $132M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of JPC and 13 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.
The largest buyer was Oxbow Advisors, adding an estimated $2.93M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.88M.
- 114 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2019, down from 121 in Q1 2019.
- Funds reported $137M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2019, up 4% quarter-over-quarter.
- 13 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2019 and 18 closed out, a net change of -5 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2019 was Oxbow Advisors, an estimated $2.93M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2019 was Parametric Portfolio Associates, an estimated $1.88M sold.
Based on aggregated 13F filings for Q2 2019.