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Nuveen Preferred & Income Opportunities Fund

114 hedge funds and large institutions have $137M invested in Nuveen Preferred & Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $132M → $137M (+$5.23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 13.36%13.37% (+0%)

6% less funds holding

Funds holding: 121114 (-7)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
34
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$484K +50,116 +4%
Cohen & Steers
2
Cohen & Steers
New York
$13.3M +$798K +82,741 +7%
Invesco
3
Invesco
Georgia
$12.5M +$562K +58,240 +5%
Wells Fargo
4
Wells Fargo
California
$8.98M -$1.56M -162,084 -15%
BCI
5
Brinker Capital Investments
Pennsylvania
$6.7M -$58.3K -6,038 -0.9%
OA
6
Oxbow Advisors
Texas
$6.29M +$2.93M +303,423 +92%
FFA
7
First Foundation Advisors
California
$4.88M +$46.3K +4,798 +1%
PL
8
Protective Life
Alabama
$4.36M
UBS Group
9
UBS Group
Switzerland
$3.43M +$889K +92,167 +36%
PPA
10
Parametric Portfolio Associates
Washington
$3.35M -$1.88M -194,448 -37%
PAG
11
Private Advisor Group
New Jersey
$3.12M -$540 -56 -0%
OAM
12
Orinda Asset Management
California
$3.03M +$51.8K +5,367 +2%
IWA
13
IBEX Wealth Advisors
New Jersey
$2.73M +$290K +30,046 +12%
CRC
14
Curi RMB Capital
Illinois
$2.72M -$530K -54,893 -17%
LPL Financial
15
LPL Financial
California
$2.61M -$364K -37,733 -13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.29M -$140K -14,487 -6%
Bank of America
17
Bank of America
North Carolina
$2.26M -$324K -33,582 -13%
Ameriprise
18
Ameriprise
Minnesota
$2.25M +$627K +65,018 +40%
CAN
19
Cetera Advisor Networks
California
$2.21M -$100K -10,368 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.21M -$77.5K -8,034 -3%
DHFB
21
Dixon Hubard Feinour & Brown
Virginia
$2.04M +$33.8K +3,500 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.96M -$9.97K -1,033 -0.5%
TA
23
TCG Advisors
Texas
$1.84M +$17K +1,763 +1%
CC
24
Claybrook Capital
Massachusetts
$1.75M
EGA
25
E&G Advisors
Texas
$1.74M

JPC Hedge Fund Activity: Q2 2019 in Review

114 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2019, worth a combined $137M — up 4% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 13 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Oxbow Advisors, adding an estimated $2.93M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.88M.

  • 114 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2019, down from 121 in Q1 2019.
  • Funds reported $137M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2019 and 18 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2019 was Oxbow Advisors, an estimated $2.93M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2019 was Parametric Portfolio Associates, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2019.