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Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $126M → $136M (+$9.88M)

5% more funds holding

Funds holding: 110 → 116 (+6)

0.67% more ownership

Funds ownership: 14.8% → 15.47% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$11.4M
2
IWA
IBEX Wealth Advisors
New Jersey
+$1.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$936K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$728K
5
PPA
Parametric Portfolio Associates
Washington
+$720K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.37M
2
OAM
Orinda Asset Management
California
-$1.98M
3
TA
TCG Advisors
Texas
-$1.68M
4
Wells Fargo
Wells Fargo
California
-$1.21M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
101
Ropes Wealth Advisors
Massachusetts
$21K +$21.5K +2,500 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$19K -$925K -107,393 -98%
ASN
103
Advisory Services Network
Georgia
$19K +$19K +2,211 New
SFS
104
Sowell Financial Services
Arkansas
$16K +$129 +15 +0.8%
FWM
105
Focused Wealth Management
New York
$13K – – –
PFS
106
Prospera Financial Services
Texas
$13K +$12.9K +1,500 New
JCM
107
Jacobi Capital Management
Pennsylvania
$12K -$12.9K -1,500 -51%
RFA
108
Reilly Financial Advisors
California
$12K – – –
SC
109
SouthState Corp
Florida
$8K +$8.61K +1,000 New
CT
110
Caldwell Trust
Florida
$5.68K – – –
US Bancorp
111
US Bancorp
Minnesota
$5K – – –
Barclays
112
Barclays
United Kingdom
$4K +$3.62K +420 New
NFG
113
Next Financial Group
Texas
$4K +$4.3K +500 New
WLPWM
114
Walled Lake Planning & Wealth Management
Illinois
$2K +$43 +5 +2%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PA
116
Parallel Advisors
California
$1K – – –
TA
117
TCG Advisors
Texas
– -$1.68M -204,585 Closed
WA
118
Winfield Associates
Ohio
– -$185K -22,503 Closed
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
– -$130K -15,779 Closed
Jane Street
120
Jane Street
New York
– -$130K -15,736 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$97K -11,752 Closed
CL
122
Choreo LLC
Illinois
– -$82K -10,000 Closed
CFD
123
Creative Financial Designs
Indiana
– -$12K -1,510 Closed
DAM
124
Delta Asset Management
Tennessee
– -$8K -1,000 Closed
1 2 3 4
5

JPC Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2020, worth a combined $136M — up 7.9% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $2.37M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2020, up from 110 in Q2 2020.
  • Funds reported $136M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2020 was Bramshill Investments, an estimated $11.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2020.