Nuveen Preferred & Income Opportunities Fund
117 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 12 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 26
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
3% more funds holding
Funds holding: 114 → 117 (+3)
0.3% less ownership
Funds ownership: 13.37% → 13.06% (-0.3%)
1% less capital invested
Capital invested by funds: $137M → $136M (-$1.19M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$4.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.79M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.69M |
| 4 |
V
Veritable
Wilmington,
Delaware
|
-$743K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
126
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -307 | Closed |
|
|
DWM
127
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$3K | -271 | Closed |
|
128
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | +100% |
|
JPC Hedge Fund Activity: Q3 2019 in Review
117 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2019, worth a combined $136M — down 0.87% from $137M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JPC positions and 12 closed out — a net gain of 3 holders — while 40 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.83M. The largest seller was First Foundation Advisors, cutting an estimated $4.22M.
- 117 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2019, up from 114 in Q2 2019.
- Funds reported $136M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2019, down 0.87% quarter-over-quarter.
- 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2019 and 12 closed out, a net change of +3 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2019 was Raymond James & Associates, an estimated $1.83M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2019 was First Foundation Advisors, an estimated $4.22M sold.
Based on aggregated 13F filings for Q3 2019.