Nuveen Preferred & Income Opportunities Fund
117 hedge funds and large institutions have $164M invested in Nuveen Preferred & Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 18 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 20
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
16% more capital invested
Capital invested by funds: $141M → $164M (+$23.1M)
1% more funds holding
Funds holding: 116 → 117 (+1)
0.46% more ownership
Funds ownership: 14.48% → 14.94% (+0.46%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.06M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.68M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.24M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$3.88M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$9.44M |
| 2 |
SAM
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
-$2.68M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.2M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$1.74M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
126
Wolverine Asset Management
Chicago,
Illinois
| – | -$136K | -13,936 | Closed |
|
127
Goldman Sachs
New York
| – | -$130K | -13,225 | Closed |
|
128
Mariner
Overland Park,
Kansas
| – | -$128K | -12,998 | Closed |
|
|
FAAS
129
First Allied Advisory Services
San Diego,
California
| – | -$110K | -11,177 | Closed |
|
|
SPC
130
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$103K | -10,500 | Closed |
|
|
ACS
131
Archford Capital Strategies
Swansea,
Illinois
| – | -$39K | -4,019 | Closed |
|
132
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -859 | Closed |
|
133
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -239 | Closed |
|
|
AIM
134
Acrospire Investment Management
Chicago,
Illinois
| – | -$1K | -100 | Closed |
|
JPC Hedge Fund Activity: Q2 2017 in Review
117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2017, worth a combined $164M — up 16% from $141M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 52 added to existing stakes and 20 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.06M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.44M.
- 117 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2017, up from 116 in Q1 2017.
- Funds reported $164M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2017, up 16% quarter-over-quarter.
- 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2017 and 18 closed out, a net change of +4 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2017 was Private Advisor Group, an estimated $5.06M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $9.44M sold.
Based on aggregated 13F filings for Q2 2017.