Nuveen Preferred & Income Opportunities Fund
102 hedge funds and large institutions have $131M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 21 closing their positions.
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
1.57% less ownership
Funds ownership: 13.94% → 12.37% (-1.6%)
10% less funds holding
Funds holding: 113 → 102 (-11)
14% less capital invested
Capital invested by funds: $152M → $131M (-$21M)
52% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.76M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.71M |
| 3 |
Morgan Stanley
New York
|
+$1.31M |
| 4 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$980K |
| 5 |
Janus Henderson Group
London,
|
+$945K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.23M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$3.47M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.1M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$1.79M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.71M |
JPC Hedge Fund Activity: Q1 2018 in Review
102 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2018, worth a combined $131M — down 14% from $152M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of JPC and 10 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 33 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.76M. The largest seller was UBS Group, cutting an estimated $8.23M.
- 102 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2018, down from 113 in Q4 2017.
- Funds reported $131M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2018, down 14% quarter-over-quarter.
- 10 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2018 and 21 closed out, a net change of -11 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2018 was Royal Bank of Canada, an estimated $1.76M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2018 was UBS Group, an estimated $8.23M sold.
Based on aggregated 13F filings for Q1 2018.