Nuveen Preferred & Income Opportunities Fund
118 hedge funds and large institutions have $146M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
15% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 34
8% more capital invested
Capital invested by funds: $136M → $146M (+$10.7M)
1% more funds holding
Funds holding: 117 → 118 (+1)
0.48% more ownership
Funds ownership: 13.06% → 13.54% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.36M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$1.06M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
+$762K |
| 4 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$484K |
| 5 |
OA
Oxbow Advisors
Austin,
Texas
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$2.19M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$586K |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$453K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$356K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$342K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
126
Next Capital Management
New York
| – | -$4K | -392 | Closed |
|
|
FCB
127
First Command Bank
Fort Worth,
Texas
| – | -$4K | -350 | Closed |
|
|
FCFS
128
First Command Financial Services
Fort Worth,
Texas
| – | -$4K | -350 | Closed |
|
|
QCIG
129
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$3K | -334 | Closed |
|
130
Fidelity Investments
Boston,
Massachusetts
| – | -$10 | -1 | -50% |
|
JPC Hedge Fund Activity: Q4 2019 in Review
118 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2019, worth a combined $146M — up 7.9% from $136M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JPC positions and 12 closed out — a net gain of 3 holders — while 39 added to existing stakes and 34 trimmed.
The largest buyer was Invesco, adding an estimated $2.36M. The largest seller was Cohen & Steers, cutting an estimated $2.19M.
- 118 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2019, up from 117 in Q3 2019.
- Funds reported $146M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2019, up 7.9% quarter-over-quarter.
- 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2019 and 12 closed out, a net change of +3 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2019 was Invesco, an estimated $2.36M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2019 was Cohen & Steers, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2019.