Nuveen Preferred & Income Opportunities Fund
116 hedge funds and large institutions have $103M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0.17% less ownership
Funds ownership: 13.54% → 13.38% (-0.17%)
2% less funds holding
Funds holding: 118 → 116 (-2)
13% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 39
30% less capital invested
Capital invested by funds: $146M → $103M (-$43.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$3.51M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.96M |
| 3 |
Morgan Stanley
New York
|
+$1.87M |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$1.46M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$6.22M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.58M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.15M |
| 4 |
Cohen & Steers
New York
|
-$951K |
| 5 |
PCM
Prelude Capital Management
New York
|
-$889K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
126
FNY Investment Advisers
New York
| – | -$66K | -6,334 | Closed |
|
|
RIA
127
Realta Investment Advisors
Wilmington,
Delaware
| – | -$7K | -675 | Closed |
|
|
LFA
128
Lighthouse Financial Advisors
New Market,
Maryland
| – | -$2K | -225 | Closed |
|
|
PA
129
PSI Advisors
Tampa,
Florida
| – | -$2K | -210 | Closed |
|
130
Fidelity Investments
Boston,
Massachusetts
| – | +$9 | +1 | +100% |
|
JPC Hedge Fund Activity: Q1 2020 in Review
116 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2020, worth a combined $103M — down 30% from $146M a quarter earlier.
Fund positioning in JPC was balanced in Q1 2020: 15 funds opened new positions, 15 closed out, 34 added to existing stakes and 39 trimmed.
The largest buyer was Bramshill Investments, opening a new position worth an estimated $3.51M. The largest seller was Oxbow Advisors, cutting an estimated $6.22M.
- 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2020, down from 118 in Q4 2019.
- Funds reported $103M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2020, down 30% quarter-over-quarter.
- 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2020 and 15 closed out, a net change of 0 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2020 was Bramshill Investments, an estimated $3.51M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2020 was Oxbow Advisors, an estimated $6.22M sold.
Based on aggregated 13F filings for Q1 2020.