Nuveen Preferred & Income Opportunities Fund
126 hedge funds and large institutions have $203M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
2% more funds holding
Funds holding: 124 → 126 (+2)
0.16% less ownership
Funds ownership: 19.99% → 19.83% (-0.16%)
2% less capital invested
Capital invested by funds: $208M → $203M (-$4.65M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.97M |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$2.78M |
| 3 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$1.89M |
| 4 |
EGA
E&G Advisors
Houston,
Texas
|
+$1.73M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.17M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
126
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
BBHC
127
Brown Brothers Harriman & Co
New York
| $29 | – | – | – |
|
|
FFA
128
First Foundation Advisors
Irvine,
California
| – | -$703K | -70,465 | Closed |
|
|
LCM
129
Landscape Capital Management
Englewood,
New Jersey
| – | -$703K | -70,417 | Closed |
|
|
EWM
130
Edge Wealth Management
New York
| – | -$371K | -36,996 | Closed |
|
|
TC
131
Telemus Capital
Southfield,
Michigan
| – | -$174K | -17,450 | Closed |
|
132
Northern Trust
Chicago,
Illinois
| – | -$103K | -10,300 | Closed |
|
|
AWM
133
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$101K | -10,089 | Closed |
|
|
KOMWMG
134
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| – | -$100K | -10,017 | Closed |
|
|
ASN
135
Advisory Services Network
Atlanta,
Georgia
| – | -$22K | -2,211 | Closed |
|
|
JCM
136
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$12K | -1,250 | Closed |
|
137
AssetMark Inc
Concord,
California
| – | -$9K | -922 | Closed |
|
JPC Hedge Fund Activity: Q3 2021 in Review
126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2021, worth a combined $203M — down 2.2% from $208M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JPC positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 30 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.97M. The largest seller was Bramshill Investments, cutting an estimated $10.8M.
- 126 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2021, up from 124 in Q2 2021.
- Funds reported $203M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2021, down 2.2% quarter-over-quarter.
- 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2021 and 11 closed out, a net change of +4 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $4.97M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2021 was Bramshill Investments, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2021.