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Nuveen Preferred & Income Opportunities Fund

110 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $103M → $126M (+$23.1M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.42% more ownership

Funds ownership: 13.38%14.8% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 116110 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
37
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$130K +$126K +15,736 New
KOMWMG
77
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126K -$54.2K -6,788 -31%
APSP
78
Asset Planning Services (Pennsylvania)
Pennsylvania
$114K +$111K +13,845 New
Comerica Bank
79
Comerica Bank
Texas
$113K +$942 +118 +0.9%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$107K -$14.2K -1,780 -12%
WWM
81
Western Wealth Management
Colorado
$104K
CASB
82
Cape Ann Savings Bank
Massachusetts
$103K +$99.8K +12,500 New
Citigroup
83
Citigroup
New York
$99K -$16.4K -2,049 -15%
MSAM
84
Moloney Securities Asset Management
Missouri
$98K
TRCT
85
Tower Research Capital (TRC)
New York
$97K +$93.8K +11,752 New
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$144 +18 +0.2%
BS
87
Boenning & Scattergood
Pennsylvania
$89K +$86.6K +10,850 New
CCM
88
Covington Capital Management
California
$83K
DAS
89
Dynamic Advisor Solutions
Arizona
$82K
SRC
90
Shufro Rose & Co
New York
$82K
CL
91
Choreo LLC
Illinois
$82K +$79.8K +10,000 New
WEC
92
Winslow Evans & Crocker
Massachusetts
$79K -$20.8K -2,608 -21%
APA
93
American Portfolios Advisors
New York
$62.6K
JIR
94
James Investment Research
Ohio
$58K
SSB
95
Sandy Spring Bank
Maryland
$54K
CFGS
96
Concourse Financial Group Securities
Alabama
$48K +$136 +17 +0.3%
SIS
97
Sound Income Strategies
Florida
$32K
GWM
98
Geneos Wealth Management
Colorado
$28K
JCM
99
Jacobi Capital Management
Pennsylvania
$24K
BWM
100
Baystate Wealth Management
Massachusetts
$21K +$20.4K +2,562 New

JPC Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 12 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Bramshill Investments, adding an estimated $10.2M. The largest seller was Invesco, cutting an estimated $1.17M.

  • 110 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2020, down from 116 in Q1 2020.
  • Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2020 was Bramshill Investments, an estimated $10.2M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2020 was Invesco, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2020.