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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

54 hedge funds and large institutions have $73.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
16
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$3.82M
2
Ameriprise
2
Ameriprise
Minnesota
$3.02M
3
AG
3
Advisor Group
Arizona
$2.37M
4
RA
4
RFG Advisory
Alabama
$1.54M
5
CAN
5
Cetera Advisor Networks
California
$1.15M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$1.2M
2
PAG
2
Private Advisor Group
New Jersey
$223K
3
Millennium Management
3
Millennium Management
New York
$0
4
DA
4
Doliver Advisors
Texas
$0
5
BTS
5
BB&T Securities
Virginia
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$632K – – –
EGA
27
E&G Advisors
Texas
$584K -$34.6K -1,400 -6%
IH
28
IFC Holdings
Florida
$567K -$57.7K -2,330 -9%
XS
29
XML Securities
Maryland
$529K +$529K +21,367 New
SG Americas Securities
30
SG Americas Securities
New York
$338K +$162K +6,533 +92%
SFS
31
Shaker Financial Services
Virginia
$314K -$152K -6,154 -33%
LPL Financial
32
LPL Financial
California
$265K +$28.6K +1,156 +12%
CA
33
Cornerstone Advisory
Maryland
$248K – – –
WTB
34
Washington Trust Bank
Washington
$230K +$71.9K +2,905 +45%
PAG
35
Private Advisor Group
New Jersey
$223K -$419K -16,798 -65%
BAM
36
Bruderman Asset Management
New York
$217K – – –
FNBT
37
FineMark National Bank & Trust
Florida
$209K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$209K +$209K +8,447 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$147K +$85.3K +3,448 +138%
RFC
40
Regions Financial Corp
Alabama
$137K +$137K +5,522 New
BTIS
41
BB&T Investment Services
North Carolina
$107K +$107K +4,331 New
WEC
42
Winslow Evans & Crocker
Massachusetts
$97.9K – – –
SEI Investments
43
SEI Investments
Pennsylvania
$50K – – –
GRP
44
Global Retirement Partners
California
$40K +$40K +1,609 New
GWM
45
Geneos Wealth Management
Colorado
$39K – – –
MOS
46
MGO One Seven
Ohio
$39K +$39K +1,556 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$33K – – –
IWM
48
IHT Wealth Management
Illinois
$31K +$31K +1,243 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$29K -$9.27K -369 -24%
SWP
50
Stratos Wealth Partners
Ohio
$28K +$28K +1,150 New
1
2
3