Nuveen Preferred & Income Opportunities Fund
130 hedge funds and large institutions have $168M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
23% more capital invested
Capital invested by funds: $136M → $168M (+$31.9M)
12% more funds holding
Funds holding: 116 → 130 (+14)
1.65% more ownership
Funds ownership: 15.47% → 17.12% (+1.7%)
21% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 38
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$8.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.7M |
| 3 |
Citigroup
New York
|
+$1.23M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.02M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$608K |
| 2 |
LPL Financial
San Diego,
California
|
-$546K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$452K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$327K |
| 5 |
LCS
Levin Capital Strategies
New York
|
-$297K |
JPC Hedge Fund Activity: Q4 2020 in Review
130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2020, worth a combined $168M — up 23% from $136M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new JPC positions and 9 closed out — a net gain of 17 holders — while 30 added to existing stakes and 38 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $8.41M. The largest seller was Wells Fargo, cutting an estimated $608K.
- 130 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2020, up from 116 in Q3 2020.
- Funds reported $168M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2020, up 23% quarter-over-quarter.
- 26 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2020 and 9 closed out, a net change of +17 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2020 was Bramshill Investments, an estimated $8.41M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2020 was Wells Fargo, an estimated $608K sold.
Based on aggregated 13F filings for Q4 2020.