Nuveen Preferred & Income Opportunities Fund
92 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 90 → 92 (+2)
0.63% less ownership
Funds ownership: 15.53% → 14.9% (-0.63%)
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
39% less capital inflows, than outflows
Capital inflows: $8.43M | Capital outflows: $13.9M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.1M |
| 2 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$772K |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$756K |
| 4 |
HL Financial Services
Louisville,
Kentucky
|
+$640K |
| 5 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
-$3.51M |
| 2 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$2.61M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
-$716K |
| 4 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
-$683K |
| 5 |
Goldman Sachs
New York
|
-$613K |
JPC Hedge Fund Activity: Q1 2014 in Review
92 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2014, worth a combined $135M — up 0.69% from $134M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPC positions and 11 closed out — a net gain of 3 holders — while 29 added to existing stakes and 30 trimmed.
The largest buyer was TFS Capital, opening a new position worth an estimated $1.1M. The largest seller was Guggenheim Capital, cutting an estimated $3.51M.
- 92 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2014, up from 90 in Q4 2013.
- Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2014, up 0.69% quarter-over-quarter.
- 14 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2014 and 11 closed out, a net change of +3 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2014 was TFS Capital, an estimated $1.1M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2014 was Guggenheim Capital, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2014.