Nuveen Preferred & Income Opportunities Fund
121 hedge funds and large institutions have $132M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 29
8% more capital invested
Capital invested by funds: $121M → $132M (+$10.2M)
0.31% less ownership
Funds ownership: 13.68% → 13.36% (-0.31%)
2% less funds holding
Funds holding: 124 → 121 (-3)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
+$2.39M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$2.38M |
| 3 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$1.63M |
| 4 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$1.37M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$6.46M |
| 2 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$5.77M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.89M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.35M |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$980K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
126
Weiss Asset Management
Boston,
Massachusetts
| – | -$329K | -39,457 | Closed |
|
|
AA
127
AQR Arbitrage
Greenwich,
Connecticut
| – | -$190K | -22,742 | Closed |
|
|
SFS
128
Shaker Financial Services
Arlington,
Virginia
| – | -$130K | -15,600 | Closed |
|
129
Bank of New York Mellon
New York
| – | -$115K | -13,750 | Closed |
|
|
TSS
130
Two Sigma Securities
New York
| – | -$107K | -12,797 | Closed |
|
|
SB
131
Suntrust Banks
Atlanta,
Georgia
| – | -$107K | -11,039 | Closed |
|
|
PFA
132
Pettinga Financial Advisors
Evansville,
Indiana
| – | -$89K | -10,700 | Closed |
|
|
AIC
133
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$22K | -2,619 | Closed |
|
|
W
134
WealthOne
Albany,
New York
| – | -$13K | -1,500 | Closed |
|
|
WAM
135
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$5K | -621 | Closed |
|
136
First Manhattan
New York
| – | -$2K | -336 | Closed |
|
|
DWM
137
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$2K | -271 | Closed |
|
|
ADL
138
Asset Dedication LLC
San Francisco,
California
| – | -$1K | -147 | Closed |
|
JPC Hedge Fund Activity: Q1 2019 in Review
121 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2019, worth a combined $132M — up 8.4% from $121M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of JPC and 15 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 43 added.
The largest buyer was Oxbow Advisors, adding an estimated $2.39M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $6.46M sold.
- 121 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2019, down from 124 in Q4 2018.
- Funds reported $132M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2019, up 8.4% quarter-over-quarter.
- 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2019 and 18 closed out, a net change of -3 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2019 was Oxbow Advisors, an estimated $2.39M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2019 was Janus Henderson Group, an estimated $6.46M sold.
Based on aggregated 13F filings for Q1 2019.