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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

47 hedge funds and large institutions have $62.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
47
Holders Change
-10
Holders Change %
-17.54%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
19
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.55M
2
RCM
2
Robinson Capital Management
Michigan
$2.33M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.38M
4
SIA
4
Sit Investment Associates
Minnesota
$826K
5
JWM
5
Jacobus Wealth Management
Wisconsin
$3.9M

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
Bessemer Group
2
Bessemer Group
New Jersey
$5.25M
3
CRC
3
Curi RMB Capital
Illinois
$0
4
CB
4
Commerce Bank
Missouri
$1.13M
5
SFS
5
Shaker Financial Services
Virginia
$474K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$350K -$181K -7,204 -34%
CA
27
Cornerstone Advisory
Maryland
$252K – – –
LPL Financial
28
LPL Financial
California
$241K -$355K -14,097 -60%
DA
29
Doliver Advisors
Texas
$237K -$24.8K -985 -9%
BAM
30
Bruderman Asset Management
New York
$221K – – –
FNBT
31
FineMark National Bank & Trust
Florida
$212K – – –
SG Americas Securities
32
SG Americas Securities
New York
$180K -$413K -16,361 -70%
WTB
33
Washington Trust Bank
Washington
$161K -$38.3K -1,520 -19%
AG
34
Advisor Group
Arizona
$133K +$150 +6 +0.1%
WEC
35
Winslow Evans & Crocker
Massachusetts
$99.5K -$20.7K -824 -17%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$63K +$18.1K +716 +40%
Citigroup
37
Citigroup
New York
$56K +$35.9K +1,432 +179%
SEI Investments
38
SEI Investments
Pennsylvania
$50K +$50K +2,000 New
GWM
39
Geneos Wealth Management
Colorado
$39K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$38K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$33K +$23.1K +930 +233%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
LCM
43
Liberty Capital Management
Michigan
$16K – – –
NFG
44
Next Financial Group
Texas
$14K -$5.7K -220 -29%
SBL
45
Sargent Bickham Lagudis
Colorado
$10K – – –
TDC
46
Thompson Davis & Co
Virginia
$6K – – –
FANJ
47
Financial Architects (New Jersey)
New Jersey
$5K – – –
NPC
48
National Planning Corporation
California
– -$2.78M -112,521 Closed
CRC
49
Curi RMB Capital
Illinois
– -$1.49M -60,683 Closed
CIA
50
Capital Investment Advisors
Georgia
– -$489K -19,887 Closed
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