We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

130 hedge funds and large institutions have $168M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $136M → $168M (+$31.9M)

12% more funds holding

Funds holding: 116 → 130 (+14)

1.65% more ownership

Funds ownership: 15.47% → 17.12% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
30
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.41M
2
SIA
Sit Investment Associates
Minnesota
+$2.7M
3
Citigroup
Citigroup
New York
+$1.23M
4
LCM
Landscape Capital Management
New Jersey
+$1.02M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$893K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$608K
2
LPL Financial
LPL Financial
California
-$546K
3
JWCA
J.W. Cole Advisors
Florida
-$452K
4
Osaic Holdings
Osaic Holdings
Arizona
-$327K
5
LCS
Levin Capital Strategies
New York
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$135K -$97.6K -10,990 -44%
Comerica Bank
77
Comerica Bank
Texas
$132K +$3.05K +344 +2%
ICM
78
Islay Capital Management
Texas
$131K – – –
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$129K +$121K +13,629 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$124K – – –
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$121K +$113K +12,687 New
CC
82
Constitution Capital
Connecticut
$121K +$113K +12,700 New
CASB
83
Cape Ann Savings Bank
Massachusetts
$119K +$111K +12,500 New
CFGS
84
Concourse Financial Group Securities
Alabama
$117K +$34.3K +3,866 +46%
MSAM
85
Moloney Securities Asset Management
Missouri
$113K -$533 -60 -0.5%
WEC
86
Winslow Evans & Crocker
Massachusetts
$110K +$18.3K +2,058 +22%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$106K – – –
BS
88
Boenning & Scattergood
Pennsylvania
$103K – – –
CBT
89
CoreFirst Bank & Trust
Kansas
$103K +$96.1K +10,826 New
HB
90
Homrich & Berg
Georgia
$100K +$93.2K +10,500 New
BFG
91
Berger Financial Group
Minnesota
$96K +$89.5K +10,076 New
CCM
92
Covington Capital Management
California
$95K – – –
DAS
93
Dynamic Advisor Solutions
Arizona
$95K – – –
SRC
94
Shufro Rose & Co
New York
$95K – – –
APA
95
American Portfolios Advisors
New York
$69.5K -$29.3K -3,300 -31%
APWA
96
Atlas Private Wealth Advisors
New Jersey
$67K – – –
JIR
97
James Investment Research
Ohio
$67K – – –
SSB
98
Sandy Spring Bank
Maryland
$63K – – –
VBCG
99
Valley Brook Capital Group
Pennsylvania
$63K +$59K +6,650 New
FIA
100
FNY Investment Advisers
New York
$50K +$47.1K +5,302 New
2 3
4
5 6

JPC Hedge Fund Activity: Q4 2020 in Review

130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2020, worth a combined $168M — up 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPC positions and 9 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.41M. The largest seller was Wells Fargo, cutting an estimated $608K.

  • 130 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $168M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2020 and 9 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $8.41M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2020 was Wells Fargo, an estimated $608K sold.

Based on aggregated 13F filings for Q4 2020.