Nuveen Preferred & Income Opportunities Fund
97 hedge funds and large institutions have $145M invested in Nuveen Preferred & Income Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
7% more funds holding
Funds holding: 91 → 97 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.15% less ownership
Funds ownership: 15.86% → 15.71% (-0.15%)
1% less capital invested
Capital invested by funds: $147M → $145M (-$1.83M)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$1.64M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.25M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.05M |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$902K |
| 5 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.02M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.9M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.09M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.07M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$697K |
JPC Hedge Fund Activity: Q1 2015 in Review
97 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2015, worth a combined $145M — down 1.2% from $147M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPC positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was McGowan Group Asset Management, adding an estimated $1.64M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $5.02M sold.
- 97 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2015, up from 91 in Q4 2014.
- Funds reported $145M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2015, down 1.2% quarter-over-quarter.
- 14 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2015 and 7 closed out, a net change of +7 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2015 was McGowan Group Asset Management, an estimated $1.64M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2015 was Advisors Asset Management, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2015.