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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

40 hedge funds and large institutions have $79.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$28.9M
2
UBS Group
2
UBS Group
Switzerland
$1.4M
3
SG Americas Securities
3
SG Americas Securities
New York
$810K
4
SIA
4
Sit Investment Associates
Minnesota
$797K
5
B
5
Baird
Wisconsin
$4.05M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$2.23M
3
SCM
3
Saba Capital Management
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$545K
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$28.9M 128,884 +7,520 +6%
Invesco
2
Invesco
Georgia
$9.8M 436,396 -1,985 -0.5%
Cohen & Steers
3
Cohen & Steers
New York
$7.54M 336,028 – –
PAIM
4
Punch & Associates Investment Management
Minnesota
$4.85M 216,133 +3,822 +2%
B
5
Baird
Wisconsin
$4.05M 180,567 +31,054 +21%
Wells Fargo
6
Wells Fargo
California
$3.93M 174,845 +21,532 +14%
Morgan Stanley
7
Morgan Stanley
New York
$3.46M 154,101 +6,573 +4%
Bank of America
8
Bank of America
North Carolina
$2.23M 99,405 -106,841 -52%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.97M 87,802 +3,908 +5%
NPC
10
National Planning Corporation
California
$1.46M 64,493 +14,720 +30%
UBS Group
11
UBS Group
Switzerland
$1.4M 62,118 +62,118 New
RCM
12
Rivernorth Capital Management
Florida
$1.02M 45,303 -1,026 -2%
LPL Financial
13
LPL Financial
California
$1.01M 44,805 +2,579 +6%
SG Americas Securities
14
SG Americas Securities
New York
$810K 36,080 +36,080 New
SIA
15
Sit Investment Associates
Minnesota
$797K 35,500 +35,500 New
VFS
16
VSR Financial Services
Kansas
$733K 32,729 -234 -0.7%
DD
17
Dominick & Dominick
New York
$710K 31,625 -11,278 -26%
VKH
18
Virtu KCG Holdings
New York
$578K 25,745 +25,745 New
AQR Capital Management
19
AQR Capital Management
Connecticut
$545K 24,288 -16,603 -41%
SFS
20
Shaker Financial Services
Virginia
$504K 22,450 +22,450 New
Goldman Sachs
21
Goldman Sachs
New York
$415K 18,476 +18,476 New
DA
22
Doliver Advisors
Texas
$350K 24,404 +24,404 New
CIA
23
Capital Investment Advisors
Georgia
$346K 15,407 +5,482 +55%
BFM
24
Boothbay Fund Management
New York
$330K 14,700 +14,700 New
ICAS
25
Investors Capital Advisory Services
Massachusetts
$320K 14,262 – –
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