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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

55 hedge funds and large institutions have $73.7M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
13
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.41M
2
Ameriprise
2
Ameriprise
Minnesota
$5.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.52M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.57M
5
RCM
5
Rivernorth Capital Management
Florida
$890K

Top Sellers

1
IAM
1
ICM Asset Management
Washington
$851K
2
TFS
2
TrustCore Financial Services
Tennessee
$1.21M
3
RCM
3
Robinson Capital Management
Michigan
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
CB
5
Commerce Bank
Missouri
$468K
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
26
E&G Advisors
Texas
$560K – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$513K +$513K +21,621 New
PAG
28
Private Advisor Group
New Jersey
$474K +$262K +11,050 +123%
CB
29
Commerce Bank
Missouri
$468K -$877K -37,000 -65%
DA
30
Doliver Advisors
Texas
$414K +$414K +17,472 New
Citadel Advisors
31
Citadel Advisors
Florida
$363K +$363K +15,300 New
Stifel Financial
32
Stifel Financial
Missouri
$274K +$274K +11,578 New
SFS
33
Shaker Financial Services
Virginia
$260K -$40.6K -1,715 -14%
CA
34
Cornerstone Advisory
Maryland
$237K – – –
WCM
35
Whitener Capital Management
North Carolina
$223K +$223K +9,440 New
FNBT
36
FineMark National Bank & Trust
Florida
$200K – – –
BAM
37
Bruderman Asset Management
New York
$199K -$9.25K -390 -4%
CIA
38
Capital Investment Advisors
Georgia
$183K +$183K +7,714 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$144K +$3.41K +144 +2%
WTB
40
Washington Trust Bank
Washington
$136K -$84.6K -3,565 -38%
RFC
41
Regions Financial Corp
Alabama
$131K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$95K +$95K +4,000 New
WEC
43
Winslow Evans & Crocker
Massachusetts
$93.7K – – –
SEI Investments
44
SEI Investments
Pennsylvania
$47K – – –
MOS
45
MGO One Seven
Ohio
$36K -$926 -39 -3%
AF
46
Advisornet Financial
Minnesota
$36K +$12K +500 +50%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$32K – – –
IWM
48
IHT Wealth Management
Illinois
$30K +$545 +23 +2%
SWP
49
Stratos Wealth Partners
Ohio
$27K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$25K -$2.85K -118 -10%
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