Nuveen Preferred & Income Opportunities Fund
94 hedge funds and large institutions have $148M invested in Nuveen Preferred & Income Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 8 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
1% more capital invested
Capital invested by funds: $145M → $148M (+$2.18M)
0.86% more ownership
Funds ownership: 15.71% → 16.58% (+0.86%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 97 → 94 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$7.08M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.16M |
| 4 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.13M |
| 5 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.61M |
| 2 |
EWM
Edge Wealth Management
New York
|
-$1.45M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.32M |
| 4 |
Cohen & Steers
New York
|
-$519K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$441K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -319 | Closed |
|
|
TWMP
102
Taylor Wealth Management Partners
Boston,
Massachusetts
| – | -$2K | -250 | Closed |
|
JPC Hedge Fund Activity: Q2 2015 in Review
94 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2015, worth a combined $148M — up 1.5% from $145M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JPC and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 32 added.
The largest buyer was AEGON Asset Management (UK), opening a new position worth an estimated $7.08M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.61M.
- 94 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2015, down from 97 in Q1 2015.
- Funds reported $148M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2015, up 1.5% quarter-over-quarter.
- 7 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2015 and 8 closed out, a net change of -1 holder.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2015 was AEGON Asset Management (UK), an estimated $7.08M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2015 was Rivernorth Capital Management, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2015.