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Nuveen Preferred & Income Opportunities Fund
JPC

115 hedge funds and large institutions have $127M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

13% more funds holding

Funds holding: 102 → 115 (+13)

0.42% more ownership

Funds ownership: 12.37% → 12.79% (+0.42%)

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.9M)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
36
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$1.66M
2
CAN
Cetera Advisor Networks
California
+$1.59M
3
Invesco
Invesco
Georgia
+$1.43M
4
NMC
Nine Masts Capital
Hong Kong
+$1.01M
5
Morgan Stanley
Morgan Stanley
New York
+$768K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$1.44M
2
RCM
Rivernorth Capital Management
Florida
-$946K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$704K
4
LPL Financial
LPL Financial
California
-$575K
5
DA
Doliver Advisors
Texas
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$19K -$9.81K -1,000 -33%
CF
102
Centaurus Financial
California
$19K +$20K +2,039 New
FWM
103
Focused Wealth Management
New York
$15K – – –
LC
104
Landaas & Company
Wisconsin
$10K +$10.7K +1,087 New
RCAG
105
Rehmann Capital Advisory Group
Michigan
$9.55K -$25.6K -2,610 -72%
FNB
106
Farmers National Bank
Kentucky
$9K – – –
SEI Investments
107
SEI Investments
Pennsylvania
$8K -$1.58K -161 -17%
PA
108
Parallel Advisors
California
$7K +$118 +12 +1%
FFW
109
Fusion Family Wealth
New York
$5K – – –
EWM
110
Edge Wealth Management
New York
$4K – – –
PCG
111
Private Capital Group
Connecticut
$4K – – –
KL
112
KWMG LLC
Kansas
$4K +$3.84K +391 New
First Manhattan
113
First Manhattan
New York
$3K – – –
QCIG
114
Quad-Cities Investment Group
Iowa
$3K +$3.28K +334 New
LWA
115
Lenox Wealth Advisors
New York
$1K +$991 +101 New
TCM
116
Tradewinds Capital Management
Washington
$1K +$1.57K +160 New
RCM
117
Rivernorth Capital Management
Florida
– -$946K -94,481 Closed
MIAN
118
Mariner Independent Advisor Network
Kansas
– -$249K -25,000 Closed
SPC
119
Sigma Planning Corp
Michigan
– -$113K -11,300 Closed
ASN
120
Advisory Services Network
Georgia
– -$4K -387 Closed
BCM
121
Blume Capital Management
California
– -$3K -300 Closed
1 2 3 4
5

JPC Hedge Fund Activity: Q2 2018 in Review

115 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2018, worth a combined $127M — down 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPC positions and 5 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $1.66M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.44M.

  • 115 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2018, up from 102 in Q1 2018.
  • Funds reported $127M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2018, down 3% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $1.66M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2018 was Parametric Portfolio Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2018.