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Nuveen Preferred & Income Opportunities Fund

110 hedge funds and large institutions have $126M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $103M → $126M (+$23.1M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.42% more ownership

Funds ownership: 13.38%14.8% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 116110 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
37
Reduced
33
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
$14.4M +$250K +31,332 +2%
BI
2
Bramshill Investments
Florida
$13.5M +$10.2M +1,276,007 +345%
Invesco
3
Invesco
Georgia
$8.92M -$1.17M -147,198 -12%
Cohen & Steers
4
Cohen & Steers
New York
$8.48M
Wells Fargo
5
Wells Fargo
California
$6.05M +$91.7K +11,494 +2%
BCI
6
Brinker Capital Investments
Pennsylvania
$4.15M -$189K -23,696 -4%
RJA
7
Raymond James & Associates
Florida
$4.03M +$315K +39,437 +9%
IWA
8
IBEX Wealth Advisors
New Jersey
$3.72M +$625K +78,308 +21%
PL
9
Protective Life
Alabama
$3.62M
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$3.16M +$847K +106,067 +38%
OAM
11
Orinda Asset Management
California
$3.11M -$583K -72,990 -16%
SIA
12
Sit Investment Associates
Minnesota
$2.87M +$2.78M +348,754 New
LPL Financial
13
LPL Financial
California
$2.86M +$764K +95,742 +38%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.63M +$306K +38,325 +14%
Bank of America
15
Bank of America
North Carolina
$2.38M -$154K -19,286 -6%
Ameriprise
16
Ameriprise
Minnesota
$2.14M +$229K +28,709 +12%
PAG
17
Private Advisor Group
New Jersey
$2.08M -$14.7K -1,837 -0.7%
UBS Group
18
UBS Group
Switzerland
$2.08M -$145K -18,119 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.08M -$115K -14,381 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.05M +$272K +34,019 +16%
CAN
21
Cetera Advisor Networks
California
$1.7M -$150K -18,849 -8%
TA
22
TCG Advisors
Texas
$1.68M +$742 +93 +0%
MC
23
Moors & Cabot
Massachusetts
$1.67M +$398K +49,827 +32%
DHFB
24
Dixon Hubard Feinour & Brown
Virginia
$1.63M -$35.9K -4,500 -2%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.51M -$56.6K -7,087 -4%

JPC Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JPC and 12 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Bramshill Investments, adding an estimated $10.2M. The largest seller was Invesco, cutting an estimated $1.17M.

  • 110 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2020, down from 116 in Q1 2020.
  • Funds reported $126M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2020 was Bramshill Investments, an estimated $10.2M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2020 was Invesco, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2020.