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Nuveen Preferred & Income Opportunities Fund

114 hedge funds and large institutions have $137M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $132M → $137M (+$5.23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 13.36%13.37% (+0%)

6% less funds holding

Funds holding: 121114 (-7)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
34
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
101
Rehmann Capital Advisory Group
Michigan
$10.1K
US Bancorp
102
US Bancorp
Minnesota
$6K -$20.4K -2,115 -77%
RIA
103
Realta Investment Advisors
Delaware
$6K
FIA
104
FNY Investment Advisers
New York
$6K +$772 +80 +14%
NCM
105
Next Capital Management
New York
$4K -$10.5K -1,092 -74%
PCG
106
Private Capital Group
Connecticut
$4K +$4.12K +427 New
ASN
107
Advisory Services Network
Georgia
$3K -$2.66K -276 -44%
QCIG
108
Quad-Cities Investment Group
Iowa
$3K
DWM
109
Doyle Wealth Management
Florida
$3K +$2.62K +271 New
RFA
110
Reilly Financial Advisors
California
$3K +$2.96K +307 New
JP Morgan Chase
111
JP Morgan Chase
New York
$3K +$3.29K +341 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$1K
PA
113
Parallel Advisors
California
$1K
GEM
114
Global Endowment Management
North Carolina
-$762K -80,000 Closed
TCM
115
Tegean Capital Management
New York
-$445K -46,659 Closed
MML Investors Services
116
MML Investors Services
Massachusetts
-$170K -17,806 Closed
SS
117
Simplicity Solutions
Minnesota
-$134K -14,028 Closed
PAS
118
Park Avenue Securities
New York
-$127K -13,168 Closed
HF
119
HRT Financial
New York
-$119K -12,590 Closed
MOS
120
MGO One Seven
Ohio
-$108K -11,374 Closed
OC
121
Oppenheimer & Co
New York
-$105K -10,975 Closed
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
-$98K -10,260 Closed
TJHA
123
Thomas J. Herzfeld Advisors
Florida
-$81K -8,521 Closed
SWM
124
SeaCrest Wealth Management
New York
-$71K -7,435 Closed
BAM
125
Bruderman Asset Management
New York
-$35K -3,700 Closed

JPC Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2019, worth a combined $137M — up 4% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 13 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Oxbow Advisors, adding an estimated $2.93M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.88M.

  • 114 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2019, down from 121 in Q1 2019.
  • Funds reported $137M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2019 and 18 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2019 was Oxbow Advisors, an estimated $2.93M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2019 was Parametric Portfolio Associates, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2019.