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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

51 hedge funds and large institutions have $93.8M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
15
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.2M
2
CA
2
Cornerstone Advisory
Maryland
$10.9M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.63M
4
RCM
4
Rivernorth Capital Management
Florida
$2.97M
5
IWM
5
IHT Wealth Management
Illinois
$2.11M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
CRC
2
Curi RMB Capital
Illinois
$1.47M
3
TFS
3
TrustCore Financial Services
Tennessee
$603K
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
Invesco
5
Invesco
Georgia
$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$504K +$91.3K +4,520 +22%
GC
27
Guggenheim Capital
Illinois
$426K -$35.3K -1,743 -8%
CB
28
Commerce Bank
Missouri
$399K – – –
IA
29
IFP Advisors
Florida
$364K -$497K -24,383 -58%
PAG
30
Private Advisor Group
New Jersey
$302K -$202K -10,000 -40%
DA
31
Doliver Advisors
Texas
$273K +$53.8K +2,661 +25%
GCP
32
Gill Capital Partners
Colorado
$225K +$225K +8,720 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$216K +$20.2K +1,000 +10%
WS
34
Wedbush Securities
California
$210K +$210K +10,404 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$200K +$200K +9,905 New
WAM
36
Wolverine Asset Management
Illinois
$166K +$152K +7,545 +1,070%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$162K +$14.3K +713 +10%
WTB
38
Washington Trust Bank
Washington
$116K – – –
WCM
39
Whitener Capital Management
North Carolina
$89K -$2.42K -120 -3%
BAM
40
Bruderman Asset Management
New York
$55K – – –
HNB
41
Huntington National Bank
Ohio
$53K – – –
GWM
42
Geneos Wealth Management
Colorado
$52K – – –
Citigroup
43
Citigroup
New York
$47K -$204 -10 -0.4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$40K +$40K +1,963 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$27K -$20.3K -1,000 -43%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$16K +$16K +800 New
BC
48
Barnett & Company
Tennessee
$13K -$15K – –
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
NFG
50
Next Financial Group
Texas
$11K -$8.15K -400 -43%
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