Nuveen Preferred & Income Opportunities Fund
105 hedge funds and large institutions have $142M invested in Nuveen Preferred & Income Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 26
8% more funds holding
Funds holding: 97 → 105 (+8)
1% more capital invested
Capital invested by funds: $142M → $142M (+$808K)
0.1% more ownership
Funds ownership: 14.26% → 14.36% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$1.86M |
| 2 |
Morgan Stanley
New York
|
+$1.72M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.56M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.12M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$8.6M |
| 2 |
Cohen & Steers
New York
|
-$3.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$723K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
-$447K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$444K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
101
Blume Capital Management
Berkeley,
California
| $3K | – | – | – |
|
|
RBC
102
Roble Belko & Company
Sewickley,
Pennsylvania
| $3K | +$3.09K | +300 | New |
|
|
MRCM
103
M&R Capital Management
Summit,
New Jersey
| $2K | – | – | – |
|
104
SEI Investments
Oaks,
Pennsylvania
| $2K | +$2.46K | +239 | New |
|
|
ASN
105
Advisory Services Network
Atlanta,
Georgia
| $2K | +$2.47K | +240 | New |
|
|
CHP
106
Cable Hill Partners
Portland,
Oregon
| $1K | +$576 | +56 | New |
|
|
OFG
107
OTA Financial Group
Purchase,
New York
| – | -$447K | -44,674 | Closed |
|
|
CAM
108
Columbia Asset Management
Ann Arbor,
Michigan
| – | -$100K | -10,000 | Closed |
|
109
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$20K | -2,000 | Closed |
|
|
CTC
110
Central Trust Company
Jefferson City,
Missouri
| – | -$11K | -1,081 | Closed |
|
JPC Hedge Fund Activity: Q3 2016 in Review
105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2016, worth a combined $142M — up 0.57% from $142M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPC positions and 4 closed out — a net gain of 10 holders — while 39 added to existing stakes and 26 trimmed.
The largest buyer was Jacobus Wealth Management, adding an estimated $1.86M. The largest seller was McGowan Group Asset Management, cutting an estimated $8.6M.
- 105 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2016, up from 97 in Q2 2016.
- Funds reported $142M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2016, up 0.57% quarter-over-quarter.
- 14 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2016 and 4 closed out, a net change of +10 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2016 was Jacobus Wealth Management, an estimated $1.86M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2016 was McGowan Group Asset Management, an estimated $8.6M sold.
Based on aggregated 13F filings for Q3 2016.