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Nuveen Preferred & Income Opportunities Fund
JPC

116 hedge funds and large institutions have $136M invested in Nuveen Preferred & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $126M → $136M (+$9.88M)

5% more funds holding

Funds holding: 110 → 116 (+6)

0.67% more ownership

Funds ownership: 14.8% → 15.47% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$11.4M
2
IWA
IBEX Wealth Advisors
New Jersey
+$1.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$936K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$728K
5
PPA
Parametric Portfolio Associates
Washington
+$720K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.37M
2
OAM
Orinda Asset Management
California
-$1.98M
3
TA
TCG Advisors
Texas
-$1.68M
4
Wells Fargo
Wells Fargo
California
-$1.21M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$25.3M +$11.4M +1,327,035 +81%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M -$2.37M -274,735 -16%
Cohen & Steers
3
Cohen & Steers
New York
$8.99M +$248K +28,830 +3%
Invesco
4
Invesco
Georgia
$8.31M -$899K -104,419 -10%
IWA
5
IBEX Wealth Advisors
New Jersey
$5.41M +$1.6M +185,426 +41%
Wells Fargo
6
Wells Fargo
California
$5.05M -$1.21M -140,315 -19%
BCI
7
Brinker Capital Investments
Pennsylvania
$3.77M -$519K -60,312 -12%
PL
8
Protective Life
Alabama
$3.74M – – –
RJA
9
Raymond James & Associates
Florida
$3.6M -$564K -65,526 -13%
SIA
10
Sit Investment Associates
Minnesota
$3.26M +$302K +35,016 +10%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$3.23M -$32K -3,712 -1%
LPL Financial
12
LPL Financial
California
$3.01M +$60K +6,973 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.75M +$33.7K +3,912 +1%
Ameriprise
14
Ameriprise
Minnesota
$2.53M +$328K +38,088 +15%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.48M +$936K +108,675 +59%
Bank of America
16
Bank of America
North Carolina
$2.44M -$14.2K -1,648 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.08M -$57.1K -6,630 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.94M -$185K -21,486 -9%
UBS Group
19
UBS Group
Switzerland
$1.93M -$216K -25,111 -10%
MC
20
Moors & Cabot
Massachusetts
$1.86M +$135K +15,670 +8%
PAG
21
Private Advisor Group
New Jersey
$1.78M -$377K -43,813 -17%
DHFB
22
Dixon Hubard Feinour & Brown
Virginia
$1.53M -$90.4K -10,500 -6%
CC
23
Claybrook Capital
Massachusetts
$1.52M +$375K +43,498 +32%
EGA
24
E&G Advisors
Texas
$1.48M -$5.6K -650 -0.4%
CRC
25
Curi RMB Capital
Illinois
$1.38M +$3.77K +438 +0.3%
1
2 3 4 5

JPC Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2020, worth a combined $136M — up 7.9% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPC positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $2.37M.

  • 116 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2020, up from 110 in Q2 2020.
  • Funds reported $136M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2020 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2020 was Bramshill Investments, an estimated $11.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2020 was Morgan Stanley, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2020.