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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 Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$7.56M 300,374 +3,684 +1%
Invesco
2
Invesco
Georgia
$6.58M 261,211 +19,316 +8%
Morgan Stanley
3
Morgan Stanley
New York
$5.38M 213,552 +38,690 +22%
Bessemer Group
4
Bessemer Group
New Jersey
$5.25M 208,308 -99,000 -32%
JWM
5
Jacobus Wealth Management
Wisconsin
$3.9M 154,714 +23,817 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.72M 147,785 +22,520 +18%
IAM
7
ICM Asset Management
Washington
$2.88M 114,505 -9,385 -8%
Wells Fargo
8
Wells Fargo
California
$2.8M 111,034 +18,551 +20%
BTS
9
BB&T Securities
Virginia
$2.71M 107,433 -15,358 -13%
RCM
10
Robinson Capital Management
Michigan
$2.33M 92,531 +49,600 +116%
Bank of America
11
Bank of America
North Carolina
$2.24M 89,036 -1,053 -1%
UBS Group
12
UBS Group
Switzerland
$1.88M 74,493 +18,154 +32%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.66M 65,730 +4,689 +8%
RJA
14
Raymond James & Associates
Florida
$1.61M 63,932 -1,240 -2%
PPA
15
Parametric Portfolio Associates
Washington
$1.55M 61,714 +61,714 New
GC
16
Guggenheim Capital
Illinois
$1.28M 50,920 +7,647 +18%
IA
17
IFP Advisors
Florida
$1.13M 45,001 +2,755 +7%
CB
18
Commerce Bank
Missouri
$1.13M 44,750 -24,945 -36%
SIA
19
Sit Investment Associates
Minnesota
$826K 32,807 +32,807 New
PAG
20
Private Advisor Group
New Jersey
$651K 25,748 +10,029 +64%
SPC
21
Sigma Planning Corp
Michigan
$642K 25,505 +405 +2%
IH
22
IFC Holdings
Florida
$634K 25,210 +800 +3%
EGA
23
E&G Advisors
Texas
$630K 25,000 – –
Ameriprise
24
Ameriprise
Minnesota
$539K 21,415 +4,336 +25%
SFS
25
Shaker Financial Services
Virginia
$474K 18,839 -20,745 -52%
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