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Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $103M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.17% less ownership

Funds ownership: 13.54% → 13.38% (-0.17%)

2% less funds holding

Funds holding: 118 → 116 (-2)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

30% less capital invested

Capital invested by funds: $146M → $103M (-$43.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
34
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$3.51M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.96M
3
Morgan Stanley
Morgan Stanley
New York
+$1.87M
4
MC
Moors & Cabot
Massachusetts
+$1.46M
5
Wells Fargo
Wells Fargo
California
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$6.22M
2
PPA
Parametric Portfolio Associates
Washington
-$3.58M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.15M
4
Cohen & Steers
Cohen & Steers
New York
-$951K
5
PCM
Prelude Capital Management
New York
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$108K +$9.97K +1,050 +8%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$107K +$26.9K +2,837 +24%
Comerica Bank
78
Comerica Bank
Texas
$106K – – –
Citigroup
79
Citigroup
New York
$103K -$67.1K -7,070 -33%
TCWM
80
Total Clarity Wealth Management
Illinois
$97K +$14.2K +1,500 +13%
BB
81
Busey Bank
Illinois
$96K -$107K -11,236 -46%
WWM
82
Western Wealth Management
Colorado
$92K – – –
WEC
83
Winslow Evans & Crocker
Massachusetts
$90K – – –
MSAM
84
Moloney Securities Asset Management
Missouri
$88K – – –
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$256 +27 +0.2%
ICM
86
Islay Capital Management
Texas
$83K – – –
Millennium Management
87
Millennium Management
New York
$82K +$107K +11,227 New
CF
88
Centaurus Financial
California
$80K +$104K +10,915 New
HFS
89
Howard Financial Services
Texas
$77K +$99.5K +10,487 New
JWBC
90
J.W. Burns & Co
New York
$76K -$22.8K -2,400 -19%
RCM
91
RB Capital Management
Nevada
$75K +$1.35K +142 +1%
CCM
92
Covington Capital Management
California
$74K – – –
DAS
93
Dynamic Advisor Solutions
Arizona
$73K – – –
SRC
94
Shufro Rose & Co
New York
$73K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$70K +$26.4K +2,779 +41%
APA
96
American Portfolios Advisors
New York
$55.9K – – –
JIR
97
James Investment Research
Ohio
$51K – – –
CAN
98
Claraphi Advisory Network
United States
$50K +$64.5K +6,800 New
SSB
99
Sandy Spring Bank
Maryland
$48K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$43K +$1.58K +167 +3%
2 3
4
5 6

JPC Hedge Fund Activity: Q1 2020 in Review

116 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2020, worth a combined $103M — down 30% from $146M a quarter earlier.

Fund positioning in JPC was balanced in Q1 2020: 15 funds opened new positions, 15 closed out, 34 added to existing stakes and 39 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $3.51M. The largest seller was Oxbow Advisors, cutting an estimated $6.22M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2020, down from 118 in Q4 2019.
  • Funds reported $103M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2020, down 30% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2020 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2020 was Bramshill Investments, an estimated $3.51M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2020 was Oxbow Advisors, an estimated $6.22M sold.

Based on aggregated 13F filings for Q1 2020.