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Nuveen Preferred & Income Opportunities Fund
JPC

110 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $103M → $126M (+$23.1M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.42% more ownership

Funds ownership: 13.38% → 14.8% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 116 → 110 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
37
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$10.2M
2
SIA
Sit Investment Associates
Minnesota
+$2.78M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$847K
4
LPL Financial
LPL Financial
California
+$764K
5
IWA
IBEX Wealth Advisors
New Jersey
+$625K

Top Sellers

1
Invesco
Invesco
Georgia
-$1.17M
2
LCM
Landscape Capital Management
New Jersey
-$665K
3
OAM
Orinda Asset Management
California
-$583K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$582K
5
WS
Wedbush Securities
California
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Next Financial Group
Texas
– -$4K -500 Closed
LWM
127
Liberty Wealth Management
California
– -$3K -425 Closed
2 3 4 5
6

JPC Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 12 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Bramshill Investments, adding an estimated $10.2M. The largest seller was Invesco, cutting an estimated $1.17M.

  • 110 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2020, down from 116 in Q1 2020.
  • Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2020 was Bramshill Investments, an estimated $10.2M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2020 was Invesco, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2020.