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Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $164M invested in Nuveen Preferred & Income Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

0% more capital invested

Capital invested by funds: $164M → $164M (+$510K)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

0.19% less ownership

Funds ownership: 14.94% → 14.75% (-0.19%)

1% less funds holding

Funds holding: 117 → 116 (-1)

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.51M
2
PAG
Private Advisor Group
New Jersey
+$1.13M
3
PPA
Parametric Portfolio Associates
Washington
+$1.04M
4
UBS Group
UBS Group
Switzerland
+$1.04M
5
LCM
Laurion Capital Management
New York
+$895K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$3.02M
2
GC
Guggenheim Capital
Illinois
-$2.69M
3
Wells Fargo
Wells Fargo
California
-$1.91M
4
CIA
Capital Investment Advisors
Georgia
-$1.01M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.1M +$1.04M +99,132 +9%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M +$215K +20,457 +2%
Invesco
3
Invesco
Georgia
$12.7M +$1.51M +144,205 +14%
Wells Fargo
4
Wells Fargo
California
$11.9M -$1.91M -182,331 -14%
Cohen & Steers
5
Cohen & Steers
New York
$9.1M -$59.8K -5,703 -0.7%
JWM
6
Jacobus Wealth Management
Wisconsin
$6.99M +$203K +19,370 +3%
PAG
7
Private Advisor Group
New Jersey
$6.4M +$1.13M +107,750 +22%
AAMU
8
AEGON Asset Management (UK)
United Kingdom
$5.96M +$496K +47,260 +9%
PPA
9
Parametric Portfolio Associates
Washington
$5.91M +$1.04M +99,195 +22%
Bank of America
10
Bank of America
North Carolina
$5.36M -$73.9K -7,045 -1%
BCI
11
Brinker Capital Investments
Pennsylvania
$5.23M +$818K +78,008 +19%
FFA
12
First Foundation Advisors
California
$5.11M +$176K +16,729 +4%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$4.54M +$506K +48,192 +13%
UCFA
14
United Capital Financial Advisors
Texas
$3.79M +$220K +20,938 +6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.36M – – –
VIA
16
Vident Investment Advisory
Georgia
$3.18M +$277K +26,370 +10%
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$2.8M -$106K -10,100 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.55M +$312K +29,711 +14%
LPL Financial
19
LPL Financial
California
$2.37M -$191K -18,203 -8%
EGA
20
E&G Advisors
Texas
$2.13M – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.06M +$205K +19,575 +11%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.93M +$284K +27,094 +17%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$1.86M +$211K +20,125 +13%
CAN
24
Cetera Advisor Networks
California
$1.72M -$29.1K -2,771 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.51M +$272K +25,892 +22%
1
2 3 4 5

JPC Hedge Fund Activity: Q3 2017 in Review

116 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2017, worth a combined $164M — up 0.31% from $164M a quarter earlier.

Fund positioning in JPC was balanced in Q3 2017: 13 funds opened new positions, 13 closed out, 39 added to existing stakes and 32 trimmed.

The largest buyer was Invesco, adding an estimated $1.51M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.02M sold.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2017, down from 117 in Q2 2017.
  • Funds reported $164M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2017, up 0.31% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2017 and 13 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2017 was Invesco, an estimated $1.51M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2017 was Rivernorth Capital Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2017.