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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

109 hedge funds and large institutions have $146M invested in Nuveen Preferred & Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
36
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Smithbridge Asset Management
Pennsylvania
$2.89M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.35M
3
RCM
3
Rivernorth Capital Management
Florida
$1.74M
4
AIU
4
Algebris Investments (UK)
United Kingdom
$1.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$6.97M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
JWM
4
Jacobus Wealth Management
Wisconsin
$4.96M
5
SIA
5
SeaBridge Investment Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$16.1M 1,637,391 +86,056 +6%
MGAM
2
McGowan Group Asset Management
Texas
$14.8M 1,501,819 -28,651 -2%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M 1,108,428 +132,543 +14%
Invesco
4
Invesco
Georgia
$9.28M 943,290 +73,127 +8%
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$8.07M 823,081 – –
UBS Group
6
UBS Group
Switzerland
$7.58M 769,960 +87,244 +13%
Cohen & Steers
7
Cohen & Steers
New York
$6.97M 708,602 -193,652 -21%
FFA
8
First Foundation Advisors
California
$6.11M 621,221 +41,398 +7%
JWM
9
Jacobus Wealth Management
Wisconsin
$4.96M 504,292 -147,325 -23%
LPL Financial
10
LPL Financial
California
$4.53M 452,659 -1,636 -0.4%
Bank of America
11
Bank of America
North Carolina
$3.67M 372,905 -9,279 -2%
Stifel Financial
12
Stifel Financial
Missouri
$3.35M 340,000 +235,051 +224%
CIA
13
Capital Investment Advisors
Georgia
$3.14M 319,445 -5,375 -2%
SAM
14
Smithbridge Asset Management
Pennsylvania
$2.89M 294,000 +294,000 New
UCFA
15
United Capital Financial Advisors
Texas
$2.65M 268,981 +20,387 +8%
DHFB
16
Dixon Hubard Feinour & Brown
Virginia
$2.43M 247,150 +13,000 +6%
RCM
17
Rivernorth Capital Management
Florida
$1.74M 176,687 +176,687 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.73M 184,000 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.66M 168,381 -762 -0.5%
AIU
20
Algebris Investments (UK)
United Kingdom
$1.6M 162,731 +162,731 New
GC
21
Guggenheim Capital
Illinois
$1.51M 153,367 +18,786 +14%
CAN
22
Cetera Advisor Networks
California
$1.28M 129,256 -64,338 -33%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.24M 125,568 +32,324 +35%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.16M 117,976 +3,506 +3%
IH
25
IFC Holdings
Florida
$1.13M 114,581 -499 -0.4%
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