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Nuveen Preferred & Income Opportunities Fund
JPC

110 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $103M → $126M (+$23.1M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.42% more ownership

Funds ownership: 13.38% → 14.8% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 116 → 110 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
37
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$10.2M
2
SIA
Sit Investment Associates
Minnesota
+$2.78M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$847K
4
LPL Financial
LPL Financial
California
+$764K
5
IWA
IBEX Wealth Advisors
New Jersey
+$625K

Top Sellers

1
Invesco
Invesco
Georgia
-$1.17M
2
LCM
Landscape Capital Management
New Jersey
-$665K
3
OAM
Orinda Asset Management
California
-$583K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$582K
5
WS
Wedbush Securities
California
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$15K +$2.51K +314 +20%
FWM
102
Focused Wealth Management
New York
$13K – – –
CFD
103
Creative Financial Designs
Indiana
$12K +$12.1K +1,510 New
RFA
104
Reilly Financial Advisors
California
$11K +$11.1K +1,390 New
DAM
105
Delta Asset Management
Tennessee
$8K – – –
CT
106
Caldwell Trust
Florida
$5.51K – – –
US Bancorp
107
US Bancorp
Minnesota
$5K -$7.98K -1,000 -61%
WLPWM
108
Walled Lake Planning & Wealth Management
Illinois
$2K +$40 +5 +2%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PA
110
Parallel Advisors
California
$1K – – –
LCM
111
Landscape Capital Management
New Jersey
– -$665K -90,628 Closed
Bank of New York Mellon
112
Bank of New York Mellon
New York
– -$582K -79,271 Closed
Northern Trust
113
Northern Trust
Illinois
– -$219K -29,830 Closed
MA
114
Mutual Advisors
Nebraska
– -$118K -16,121 Closed
TCWM
115
Total Clarity Wealth Management
Illinois
– -$97K -13,227 Closed
ICM
116
Islay Capital Management
Texas
– -$83K -11,308 Closed
Millennium Management
117
Millennium Management
New York
– -$82K -11,227 Closed
RCM
118
RB Capital Management
Nevada
– -$75K -11,029 Closed
CF
119
Centaurus Financial
California
– -$80K -10,915 Closed
HFS
120
Howard Financial Services
Texas
– -$77K -10,487 Closed
JWBC
121
J.W. Burns & Co
New York
– -$76K -10,300 Closed
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
– -$70K -9,529 Closed
CAN
123
Claraphi Advisory Network
United States
– -$50K -6,800 Closed
ASN
124
Advisory Services Network
Georgia
– -$16K -2,211 Closed
SL
125
Salomon & Ludwin
Virginia
– -$10K -1,334 Closed
2 3 4
5
6

JPC Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 12 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Bramshill Investments, adding an estimated $10.2M. The largest seller was Invesco, cutting an estimated $1.17M.

  • 110 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2020, down from 116 in Q1 2020.
  • Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2020 was Bramshill Investments, an estimated $10.2M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2020 was Invesco, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2020.