We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund

124 hedge funds and large institutions have $121M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

6% more funds holding

Funds holding: 117124 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 13.83%13.68% (-0.16%)

11% less capital invested

Capital invested by funds: $136M → $121M (-$14.4M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
32
Reduced
42
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Bruderman Asset Management
New York
$31K +$32.7K +3,700 New
WCM
102
WealthBridge Capital Management
Ohio
$27K +$28.7K +3,250 New
CAL
103
Capital Advisors Ltd
Ohio
$24K -$157K -17,804 -86%
OIA
104
Optimum Investment Advisors
Illinois
$24K -$1.26K -143 -5%
BC
105
Barnett & Company
Tennessee
$22K
CAC
106
Certified Advisory Corp
Florida
$22K +$459 +52 +2%
AIC
107
Ameritas Investment Company
Nebraska
$22K +$23.1K +2,619 New
DBT
108
Dubuque Bank & Trust
Iowa
$21K
IA
109
IFP Advisors
Florida
$19K -$8.54K -966 -30%
US Bancorp
110
US Bancorp
Minnesota
$17K
W
111
WealthOne
New York
$13K +$13.3K +1,500 New
FWM
112
Focused Wealth Management
New York
$13K +$14K +1,580 New
NCM
113
Next Capital Management
New York
$12K +$13.1K +1,484 New
RCAG
114
Rehmann Capital Advisory Group
Michigan
$8.54K
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$5K +$5.49K +621 New
BFEC
116
Benjamin F. Edwards & Company
Missouri
$5K +$5.73K +648 New
ASN
117
Advisory Services Network
Georgia
$4K -$406 -46 -9%
KL
118
KWMG LLC
Kansas
$3K
QCIG
119
Quad-Cities Investment Group
Iowa
$3K
First Manhattan
120
First Manhattan
New York
$2K
DWM
121
Doyle Wealth Management
Florida
$2K +$2.4K +271 New
PA
122
Parallel Advisors
California
$1K -$6.12K -693 -84%
ADL
123
Asset Dedication LLC
California
$1K +$1.3K +147 New
NMC
124
Nine Masts Capital
Hong Kong
-$3.36M -362,400 Closed
DA
125
Doliver Advisors
Texas
-$977K -105,362 Closed

JPC Hedge Fund Activity: Q4 2018 in Review

124 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2018, worth a combined $121M — down 11% from $136M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JPC positions and 18 closed out — a net gain of 7 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Invesco, adding an estimated $4.57M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $3.36M sold.

  • 124 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $121M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2018, down 11% quarter-over-quarter.
  • 25 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2018 and 18 closed out, a net change of +7 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2018 was Invesco, an estimated $4.57M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2018 was Nine Masts Capital, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2018.