Nuveen Preferred & Income Opportunities Fund
116 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $126M → $135M (+$9.25M)
2% more funds holding
Funds holding: 114 → 116 (+2)
1.06% more ownership
Funds ownership: 12.78% → 13.84% (+1.1%)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$4.19M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$2.43M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.29M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.21M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.01M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.56M |
| 3 |
Morgan Stanley
New York
|
-$1.16M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$779K |
| 5 |
LPL Financial
San Diego,
California
|
-$593K |
JPC Hedge Fund Activity: Q3 2018 in Review
116 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2018, worth a combined $135M — up 7.3% from $126M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JPC positions and 14 closed out — a net gain of 4 holders — while 35 added to existing stakes and 37 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $4.19M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.01M.
- 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2018, up from 114 in Q2 2018.
- Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2018, up 7.3% quarter-over-quarter.
- 18 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2018 and 14 closed out, a net change of +4 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2018 was Cohen & Steers, an estimated $4.19M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2018 was United Capital Financial Advisors, an estimated $2.01M sold.
Based on aggregated 13F filings for Q3 2018.