Nuveen Preferred & Income Opportunities Fund
113 hedge funds and large institutions have $152M invested in Nuveen Preferred & Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 19 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
0.81% less ownership
Funds ownership: 14.75% → 13.94% (-0.81%)
3% less funds holding
Funds holding: 116 → 113 (-3)
8% less capital invested
Capital invested by funds: $164M → $152M (-$12.5M)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$6.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$993K |
| 3 |
LCM
Laurion Capital Management
New York
|
+$923K |
| 4 |
V
Veritable
Wilmington,
Delaware
|
+$785K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$734K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.94M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.45M |
| 3 |
Cohen & Steers
New York
|
-$2.02M |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.48M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USGIU
126
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$57K | -5,375 | Closed |
|
|
NFG
127
Next Financial Group
Houston,
Texas
| – | -$31K | -2,972 | Closed |
|
128
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$22K | -2,062 | Closed |
|
|
SQA
129
Simon Quick Advisors
Morristown,
New Jersey
| – | -$21K | -1,975 | Closed |
|
|
AAM
130
Advisors Asset Management
Monument,
Colorado
| – | -$17K | -1,639 | Closed |
|
131
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$12K | -1,153 | Closed |
|
JPC Hedge Fund Activity: Q4 2017 in Review
113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2017, worth a combined $152M — down 7.6% from $164M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of JPC and 17 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 38 added.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $6.51M. The largest seller was Private Advisor Group, cutting an estimated $2.94M.
- 113 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2017, down from 116 in Q3 2017.
- Funds reported $152M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2017, down 7.6% quarter-over-quarter.
- 17 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2017 and 19 closed out, a net change of -2 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $6.51M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2017 was Private Advisor Group, an estimated $2.94M sold.
Based on aggregated 13F filings for Q4 2017.