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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

91 hedge funds and large institutions have $147M invested in Nuveen Preferred & Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
31
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.8M
2
FFA
2
First Foundation Advisors
California
$2.53M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.63M
4
DHFB
4
Dixon Hubard Feinour & Brown
Virginia
$2M
5
EWM
5
Edge Wealth Management
New York
$1.72M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.02M
2
GC
2
Guggenheim Capital
Illinois
$2.42M
3
DA
3
Doliver Advisors
Texas
$0
4
Invesco
4
Invesco
Georgia
$14.1M
5
TC
5
TFS Capital
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.8M 1,649,746 +294,432 +22%
Cohen & Steers
2
Cohen & Steers
New York
$15.4M 1,608,004 -4,414 -0.3%
Invesco
3
Invesco
Georgia
$14.1M 1,476,353 -105,936 -7%
MGAM
4
McGowan Group Asset Management
Texas
$13.3M 1,386,140 +1,386,140 New
Wells Fargo
5
Wells Fargo
California
$9.8M 1,024,567 +15,391 +2%
PPA
6
Parametric Portfolio Associates
Washington
$7.78M 813,492 +30,705 +4%
UBS Group
7
UBS Group
Switzerland
$7.23M 755,835 +755,835 New
RCM
8
Rivernorth Capital Management
Florida
$6.83M 714,645 +2,200 +0.3%
AAM
9
Advisors Asset Management
Colorado
$5.02M 525,044 -231,782 -31%
TFMS
10
Trust & Fiduciary Management Services
Massachusetts
$4.91M 513,958 -21,747 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.63M 275,253 +88,792 +48%
FFA
12
First Foundation Advisors
California
$2.53M 264,805 +144,638 +120%
AIU
13
Algebris Investments (UK)
United Kingdom
$2.49M 260,000 – –
Bank of America
14
Bank of America
North Carolina
$2.44M 255,366 +7,851 +3%
GC
15
Guggenheim Capital
Illinois
$2.42M 253,050 -193,811 -43%
CIA
16
Capital Investment Advisors
Georgia
$2.37M 247,598 +27,115 +12%
LPL Financial
17
LPL Financial
California
$2M 209,386 -42,159 -17%
DHFB
18
Dixon Hubard Feinour & Brown
Virginia
$2M 208,900 +84,650 +68%
RJA
19
Raymond James & Associates
Florida
$1.92M 201,138 +51,933 +35%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.9M 198,182 -31,975 -14%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.75M 183,435 -31,041 -14%
EWM
22
Edge Wealth Management
New York
$1.72M 182,026 +80,960 +80%
OA
23
Oxbow Advisors
Texas
$1.7M 177,935 -8,805 -5%
IAMOG
24
Investors Asset Management of Georgia
Georgia
$1.26M 132,083 +132,083 New
Stifel Financial
25
Stifel Financial
Missouri
$1.05M 109,470 -9,611 -8%
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