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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

50 hedge funds and large institutions have $60.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.24M
2
LPL Financial
2
LPL Financial
California
$3.26M
3
EGA
3
E&G Advisors
Texas
$602K
4
JWM
4
Jacobus Wealth Management
Wisconsin
$2.89M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.29M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$392K
2
LCM
2
Laurion Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$1.15M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
Invesco
5
Invesco
Georgia
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$276K +$276K +11,493 New
Stifel Financial
27
Stifel Financial
Missouri
$254K +$20.3K +844 +9%
CA
28
Cornerstone Advisory
Maryland
$241K +$241K +10,000 New
WTB
29
Washington Trust Bank
Washington
$237K – – –
BAM
30
Bruderman Asset Management
New York
$211K – – –
FNBT
31
FineMark National Bank & Trust
Florida
$203K +$203K +8,430 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$192K -$9.6K -400 -5%
AG
33
Advisor Group
Arizona
$128K +$89.4K +3,700 +231%
WEC
34
Winslow Evans & Crocker
Massachusetts
$117K +$241 +10 +0.2%
DADC
35
D.A. Davidson & Co
Montana
$48K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$37K +$1.24K +51 +3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$31K +$7.17K +301 +30%
GWM
38
Geneos Wealth Management
Colorado
$28K +$28K +1,180 New
SBL
39
Sargent Bickham Lagudis
Colorado
$24K +$24K +1,000 New
NFG
40
Next Financial Group
Texas
$19K -$14.3K -570 -43%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
Creative Planning
42
Creative Planning
Kansas
$17K +$17K +720 New
WA
43
WFG Advisors
Texas
$15K -$64.1K -2,735 -81%
LCM
44
Liberty Capital Management
Michigan
$15K – – –
PCM
45
Penserra Capital Management
California
$13K +$4.33K +182 +50%
TDC
46
Thompson Davis & Co
Virginia
$6K – – –
FANJ
47
Financial Architects (New Jersey)
New Jersey
$5K – – –
LCM
48
Laurion Capital Management
New York
– -$1.84M -80,273 Closed
RCM
49
Rivernorth Capital Management
Florida
– -$514K -22,427 Closed
CRC
50
Curi RMB Capital
Illinois
– -$398K -17,376 Closed
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