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Nuveen Preferred & Income Opportunities Fund
JPC

130 hedge funds and large institutions have $168M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $136M → $168M (+$31.9M)

12% more funds holding

Funds holding: 116 → 130 (+14)

1.65% more ownership

Funds ownership: 15.47% → 17.12% (+1.7%)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
30
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.41M
2
SIA
Sit Investment Associates
Minnesota
+$2.7M
3
Citigroup
Citigroup
New York
+$1.23M
4
LCM
Landscape Capital Management
New Jersey
+$1.02M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$893K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$608K
2
LPL Financial
LPL Financial
California
-$546K
3
JWCA
J.W. Cole Advisors
Florida
-$452K
4
Osaic Holdings
Osaic Holdings
Arizona
-$327K
5
LCS
Levin Capital Strategies
New York
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
101
Albion Financial Group
Utah
$48K +$44.4K +5,000 New
CFA
102
Carroll Financial Associates
North Carolina
$47K +$44.4K +5,000 New
SIS
103
Sound Income Strategies
Florida
$37K – – –
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$34K +$31.3K +3,525 New
GWM
105
Geneos Wealth Management
Colorado
$33K – – –
IAIM
106
International Assets Investment Management
Florida
$33K +$30.5K +3,430 New
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$30K – – –
TJHA
108
Thomas J. Herzfeld Advisors
Florida
$27K +$24.8K +2,790 New
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K – – –
BWM
110
Baystate Wealth Management
Massachusetts
$25K +$559 +63 +2%
RA
111
Reby Advisors
Connecticut
$24K +$22.2K +2,500 New
ASN
112
Advisory Services Network
Georgia
$21K – – –
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$20K +$18.3K +2,065 New
FF
114
FourThought Financial
Florida
$18K +$16.8K +1,895 New
FWM
115
Focused Wealth Management
New York
$15K – – –
JCM
116
Jacobi Capital Management
Pennsylvania
$14K – – –
RFA
117
Reilly Financial Advisors
California
$13K – – –
AWA
118
Arkadios Wealth Advisors
Georgia
$12K +$12.1K +1,358 New
SC
119
SouthState Corp
Florida
$10K – – –
SFS
120
Sowell Financial Services
Arkansas
$9K -$8.05K -907 -49%
FA
121
Financial Avengers
California
$8K +$7.71K +869 New
CT
122
Caldwell Trust
Florida
$6.36K – – –
US Bancorp
123
US Bancorp
Minnesota
$6K – – –
NFG
124
Next Financial Group
Texas
$5K – – –
AWG
125
Altus Wealth Group
Colorado
$4K +$3.64K +410 New
2 3 4
5
6

JPC Hedge Fund Activity: Q4 2020 in Review

130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2020, worth a combined $168M — up 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPC positions and 9 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.41M. The largest seller was Wells Fargo, cutting an estimated $608K.

  • 130 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $168M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2020, up 23% quarter-over-quarter.
  • 26 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2020 and 9 closed out, a net change of +17 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $8.41M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2020 was Wells Fargo, an estimated $608K sold.

Based on aggregated 13F filings for Q4 2020.