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Nuveen Preferred & Income Opportunities Fund

115 hedge funds and large institutions have $127M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

13% more funds holding

Funds holding: 102115 (+13)

0.42% more ownership

Funds ownership: 12.37%12.79% (+0.42%)

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.9M)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
36
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$768K +78,282 +6%
Invesco
2
Invesco
Georgia
$9.84M +$1.43M +145,810 +16%
Wells Fargo
3
Wells Fargo
California
$9.69M -$523K -53,284 -5%
Cohen & Steers
4
Cohen & Steers
New York
$6.76M +$639K +65,089 +10%
BCI
5
Brinker Capital Investments
Pennsylvania
$5.78M +$1.66M +169,479 +38%
AAMU
6
AEGON Asset Management (UK)
United Kingdom
$5.7M +$234K +23,830 +4%
CRC
7
Curi RMB Capital
Illinois
$5.59M +$230K +23,409 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$5.05M
PPA
9
Parametric Portfolio Associates
Washington
$4.31M -$1.44M -147,195 -24%
FFA
10
First Foundation Advisors
California
$4.3M -$154K -15,677 -3%
Bank of America
11
Bank of America
North Carolina
$4.27M -$45.4K -4,623 -1%
UCFA
12
United Capital Financial Advisors
Texas
$3.68M -$207K -21,142 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.57M -$19.4K -1,973 -0.5%
LPL Financial
14
LPL Financial
California
$3.33M -$575K -58,628 -14%
PAG
15
Private Advisor Group
New Jersey
$2.99M +$586K +59,700 +23%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.46M +$126K +12,804 +5%
UBS Group
17
UBS Group
Switzerland
$2.41M -$356K -36,251 -12%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.07M +$261K +26,571 +14%
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$2.07M -$442K -45,000 -17%
EGA
20
E&G Advisors
Texas
$1.8M -$9.81K -1,000 -0.5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.56M
CAN
22
Cetera Advisor Networks
California
$1.52M +$1.59M +162,426 New
Ameriprise
23
Ameriprise
Minnesota
$1.39M -$281K -28,683 -16%
CIA
24
Capital Investment Advisors
Georgia
$1.21M +$18.6K +1,892 +1%
IWA
25
IBEX Wealth Advisors
New Jersey
$991K

JPC Hedge Fund Activity: Q2 2018 in Review

115 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2018, worth a combined $127M — down 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPC positions and 5 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $1.66M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.44M.

  • 115 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2018, up from 102 in Q1 2018.
  • Funds reported $127M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2018, down 3% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $1.66M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2018 was Parametric Portfolio Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2018.