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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

41 hedge funds and large institutions have $55.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$1.33M
2
GC
2
Guggenheim Capital
Illinois
$1.16M
3
Goldman Sachs
3
Goldman Sachs
New York
$371K
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.64M
5
PPA
5
Parametric Portfolio Associates
Washington
$464K

Top Sellers

1
Invesco
1
Invesco
Georgia
$6.62M
2
Cohen & Steers
2
Cohen & Steers
New York
$7.09M
3
SIA
3
Sit Investment Associates
Minnesota
$473K
4
BTS
4
BB&T Securities
Virginia
$2.59M
5
Citigroup
5
Citigroup
New York
$9K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$115K +$28.5K +1,284 +33%
Deutsche Bank
27
Deutsche Bank
Germany
$111K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$98K +$98K +4,400 New
WEC
29
Winslow Evans & Crocker
Massachusetts
$90.7K +$222 +10 +0.2%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$41K -$26.6K -1,199 -39%
TDC
31
Thompson Davis & Co
Virginia
$39K -$11.1K -500 -22%
WT
32
Whittier Trust
California
$22K +$22K +1,000 New
MFBTD
33
MB Financial Bank - Trust Department
Illinois
$22K +$22K +1,000 New
MFS
34
MSI Financial Services
Massachusetts
$18K – – –
NFG
35
Next Financial Group
Texas
$18K +$6.43K +300 +56%
WA
36
WFG Advisors
Texas
$18K +$11.3K +500 +167%
Citigroup
37
Citigroup
New York
$9K -$29.9K -1,327 -77%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$8K -$533 -25 -6%
EWM
39
Evercore Wealth Management
New York
$2K – – –
MA
40
MUFG Americas
New York
– -$1K -32 Closed
1
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