We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

113 hedge funds and large institutions have $152M invested in Nuveen Preferred & Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

0.81% less ownership

Funds ownership: 14.75% → 13.94% (-0.81%)

3% less funds holding

Funds holding: 116 → 113 (-3)

8% less capital invested

Capital invested by funds: $164M → $152M (-$12.5M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
38
Reduced
32
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$6.51M
2
Citadel Advisors
Citadel Advisors
Florida
+$993K
3
LCM
Laurion Capital Management
New York
+$923K
4
V
Veritable
Delaware
+$785K
5
Bank of America
Bank of America
North Carolina
+$734K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$2.94M
2
Invesco
Invesco
Georgia
-$2.45M
3
Cohen & Steers
Cohen & Steers
New York
-$2.02M
4
OAM
Orinda Asset Management
California
-$1.48M
5
RCM
Robinson Capital Management
Michigan
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$16K -$36.3K -3,471 -69%
FWM
102
Focused Wealth Management
New York
$16K – – –
LC
103
Landaas & Company
Wisconsin
$11K – – –
FNB
104
Farmers National Bank
Kentucky
$10K +$10.5K +1,000 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$9K -$2.62K -250 -22%
WA
106
Winfield Associates
Ohio
$9K – – –
PA
107
Parallel Advisors
California
$6K +$63 +6 +1%
FFW
108
Fusion Family Wealth
New York
$5K – – –
BCM
109
Blume Capital Management
California
$3K – – –
First Manhattan
110
First Manhattan
New York
$3K – – –
ASN
111
Advisory Services Network
Georgia
$2K – – –
TCM
112
Tradewinds Capital Management
Washington
$2K – – –
OAM
113
Orinda Asset Management
California
– -$1.48M -140,000 Closed
RCM
114
Robinson Capital Management
Michigan
– -$1.41M -133,247 Closed
IWA
115
IBEX Wealth Advisors
New Jersey
– -$1.08M -101,964 Closed
RJFSA
116
Raymond James Financial Services Advisors
Florida
– -$598K -56,619 Closed
NPC
117
National Planning Corporation
California
– -$324K -30,681 Closed
William Blair & Company
118
William Blair & Company
Illinois
– -$266K -25,160 Closed
NCM
119
Narwhal Capital Management
Georgia
– -$163K -15,443 Closed
VF
120
Virtu Financial
New York
– -$161K -15,227 Closed
FAM
121
Formidable Asset Management
Ohio
– -$153K -14,500 Closed
M&T Bank
122
M&T Bank
New York
– -$143K -13,536 Closed
AIA
123
Allegis Investment Advisors
Idaho
– -$124K -11,702 Closed
VC
124
Vicus Capital
Pennsylvania
– -$119K -11,280 Closed
TSS
125
Two Sigma Securities
New York
– -$108K -10,250 Closed
2 3 4
5
6

JPC Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2017, worth a combined $152M — down 7.6% from $164M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of JPC and 17 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 38 added.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $6.51M. The largest seller was Private Advisor Group, cutting an estimated $2.94M.

  • 113 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2017, down from 116 in Q3 2017.
  • Funds reported $152M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2017, down 7.6% quarter-over-quarter.
  • 17 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2017 and 19 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $6.51M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2017 was Private Advisor Group, an estimated $2.94M sold.

Based on aggregated 13F filings for Q4 2017.