Nuveen Preferred & Income Opportunities Fund
89 hedge funds and large institutions have $148M invested in Nuveen Preferred & Income Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.4% more ownership
Funds ownership: 16.58% → 16.97% (+0.4%)
0% more capital invested
Capital invested by funds: $148M → $148M (+$503K)
5% less funds holding
Funds holding: 94 → 89 (-5)
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$6.2M |
| 2 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$1.52M |
| 3 |
Morgan Stanley
New York
|
+$894K |
| 4 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
+$694K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIU
Algebris Investments (UK)
London,
United Kingdom
|
-$2.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.11M |
| 3 |
AIG
American International Group
New York
|
-$688K |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$653K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$639K |
JPC Hedge Fund Activity: Q3 2015 in Review
89 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2015, worth a combined $148M — up 0.34% from $148M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPC and 7 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 25 added.
The largest buyer was McGowan Group Asset Management, adding an estimated $6.2M. The largest seller was Algebris Investments (UK), cutting an estimated $2.21M.
- 89 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2015, down from 94 in Q2 2015.
- Funds reported $148M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2015, up 0.34% quarter-over-quarter.
- 7 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2015 and 12 closed out, a net change of -5 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2015 was McGowan Group Asset Management, an estimated $6.2M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2015 was Algebris Investments (UK), an estimated $2.21M sold.
Based on aggregated 13F filings for Q3 2015.