Nuveen Preferred & Income Opportunities Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$11.4M |
| 2 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$1.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$936K |
| 4 |
Rockefeller Capital Management
New York
|
+$728K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.37M |
| 2 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.98M |
| 3 |
TA
TCG Advisors
Austin,
Texas
|
-$1.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$925K |
JPC Hedge Fund Activity: Q3 2020 in Review
116 of the 4,970 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.