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Nuveen Preferred & Income Opportunities Fund
JPC

117 hedge funds and large institutions have $164M invested in Nuveen Preferred & Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $141M → $164M (+$23.1M)

1% more funds holding

Funds holding: 116 → 117 (+1)

0.46% more ownership

Funds ownership: 14.48% → 14.94% (+0.46%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
52
Reduced
20
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$5.06M
2
PPA
Parametric Portfolio Associates
Washington
+$4.68M
3
BCI
Brinker Capital Investments
Pennsylvania
+$4.24M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$3.88M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.44M
2
SAM
Smithbridge Asset Management
Pennsylvania
-$2.68M
3
LPL Financial
LPL Financial
California
-$2.2M
4
LCM
Laurion Capital Management
New York
-$1.74M
5
SFS
Shaker Financial Services
Virginia
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$18K -$1.11K -109 -6%
FWM
102
Focused Wealth Management
New York
$16K – – –
PCM
103
Penserra Capital Management
California
$15K +$1.38K +136 +10%
EWM
104
Edge Wealth Management
New York
$12K – – –
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
FANJ
106
Financial Architects (New Jersey)
New Jersey
$11K +$1.02K +100 +10%
WA
107
Winfield Associates
Ohio
$8K – – –
MA
108
MUFG Americas
New York
$7K – – –
PSUF
109
People's United Financial
Connecticut
$7K – – –
PA
110
Parallel Advisors
California
$6K +$51 +5 +0.9%
FFW
111
Fusion Family Wealth
New York
$5K +$5.08K +500 New
BCM
112
Blume Capital Management
California
$3K – – –
First Manhattan
113
First Manhattan
New York
$3K – – –
NA
114
NewEdge Advisors
Louisiana
$2.1K +$2.03K +200 New
ASN
115
Advisory Services Network
Georgia
$2K – – –
TCM
116
Tradewinds Capital Management
Washington
$2K +$1.63K +160 New
SAM
117
Smithbridge Asset Management
Pennsylvania
– -$2.68M -273,500 Closed
LCM
118
Laurion Capital Management
New York
– -$1.74M -177,109 Closed
SFS
119
Shaker Financial Services
Virginia
– -$1.38M -140,644 Closed
SIA
120
Starfire Investment Advisers
Michigan
– -$666K -67,115 Closed
PFS
121
Prospera Financial Services
Texas
– -$529K -53,915 Closed
BlackRock
122
BlackRock
New York
– -$472K -48,102 Closed
DA
123
Doliver Advisors
Texas
– -$350K -35,727 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– -$172K -17,560 Closed
FAM
125
Formidable Asset Management
Ohio
– -$148K -14,500 Closed
2 3 4
5
6

JPC Hedge Fund Activity: Q2 2017 in Review

117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2017, worth a combined $164M — up 16% from $141M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.06M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.44M.

  • 117 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2017, up from 116 in Q1 2017.
  • Funds reported $164M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2017, up 16% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2017 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2017 was Private Advisor Group, an estimated $5.06M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $9.44M sold.

Based on aggregated 13F filings for Q2 2017.