Nuveen Preferred & Income Opportunities Fund
124 hedge funds and large institutions have $208M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 32
7% more capital invested
Capital invested by funds: $194M → $208M (+$13.5M)
0.17% more ownership
Funds ownership: 19.81% → 19.99% (+0.17%)
2% less funds holding
Funds holding: 127 → 124 (-3)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$4.12M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$993K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$1.8M |
| 2 |
DHFB
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
-$1.76M |
| 3 |
EGA
E&G Advisors
Houston,
Texas
|
-$1.69M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.66M |
| 5 |
Cohen & Steers
New York
|
-$792K |
JPC Hedge Fund Activity: Q2 2021 in Review
124 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2021, worth a combined $208M — up 7% from $194M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of JPC and 14 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 40 added.
The largest buyer was Bramshill Investments, adding an estimated $4.12M. The largest seller was Claybrook Capital, exiting entirely with an estimated $1.8M sold.
- 124 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2021, down from 127 in Q1 2021.
- Funds reported $208M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2021, up 7% quarter-over-quarter.
- 14 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2021 and 17 closed out, a net change of -3 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2021 was Bramshill Investments, an estimated $4.12M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2021 was Claybrook Capital, an estimated $1.8M sold.
Based on aggregated 13F filings for Q2 2021.