We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $126M → $136M (+$9.88M)

5% more funds holding

Funds holding: 110 → 116 (+6)

0.67% more ownership

Funds ownership: 14.8% → 15.47% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$11.4M
2
IWA
IBEX Wealth Advisors
New Jersey
+$1.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$936K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$728K
5
PPA
Parametric Portfolio Associates
Washington
+$720K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.37M
2
OAM
Orinda Asset Management
California
-$1.98M
3
TA
TCG Advisors
Texas
-$1.68M
4
Wells Fargo
Wells Fargo
California
-$1.21M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
76
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$122K -$7.69K -893 -6%
APSP
77
Asset Planning Services (Pennsylvania)
Pennsylvania
$120K +$2.2K +255 +2%
Comerica Bank
78
Comerica Bank
Texas
$119K +$3.41K +396 +3%
Citigroup
79
Citigroup
New York
$119K +$17.5K +2,028 +17%
ICM
80
Islay Capital Management
Texas
$117K +$119K +13,808 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$112K – – –
WWM
82
Western Wealth Management
Colorado
$108K – – –
LCM
83
Landscape Capital Management
New Jersey
$106K +$107K +12,456 New
MSAM
84
Moloney Securities Asset Management
Missouri
$101K – – –
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$95K -$3.03K -352 -3%
BS
86
Boenning & Scattergood
Pennsylvania
$92K – – –
APA
87
American Portfolios Advisors
New York
$90.1K +$25.8K +3,001 +39%
CCM
88
Covington Capital Management
California
$85K – – –
DAS
89
Dynamic Advisor Solutions
Arizona
$85K – – –
SRC
90
Shufro Rose & Co
New York
$85K – – –
WEC
91
Winslow Evans & Crocker
Massachusetts
$81K – – –
CFGS
92
Concourse Financial Group Securities
Alabama
$72K +$22.9K +2,661 +46%
APWA
93
Atlas Private Wealth Advisors
New Jersey
$59K -$77.5K -9,000 -56%
JIR
94
James Investment Research
Ohio
$59K – – –
SSB
95
Sandy Spring Bank
Maryland
$56K – – –
SIS
96
Sound Income Strategies
Florida
$33K – – –
GWM
97
Geneos Wealth Management
Colorado
$29K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$27K +$27K +3,130 New
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$23.6K +2,746 New
BWM
100
Baystate Wealth Management
Massachusetts
$22K +$413 +48 +2%
1 2 3
4
5

JPC Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2020, worth a combined $136M — up 7.9% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $2.37M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2020, up from 110 in Q2 2020.
  • Funds reported $136M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2020 was Bramshill Investments, an estimated $11.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2020.