Nuveen Preferred & Income Opportunities Fund
114 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
24% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 29
12% more funds holding
Funds holding: 102 → 114 (+12)
0.41% more ownership
Funds ownership: 12.37% → 12.78% (+0.41%)
4% less capital invested
Capital invested by funds: $131M → $126M (-$4.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.66M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.59M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.43M |
| 4 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$1.01M |
| 5 |
Morgan Stanley
New York
|
+$768K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.44M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$946K |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$704K |
| 4 |
LPL Financial
San Diego,
California
|
-$575K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$548K |
JPC Hedge Fund Activity: Q2 2018 in Review
114 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2018, worth a combined $126M — down 3.7% from $131M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPC positions and 5 closed out — a net gain of 14 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.
- 114 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2018, up from 102 in Q1 2018.
- Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2018, down 3.7% quarter-over-quarter.
- 19 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of +14 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.