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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
PPA
3
Parametric Portfolio Associates
Washington
$0
4
Invesco
4
Invesco
Georgia
$5.82M
5
IAM
5
ICM Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.2M 1,194,836 +795,657 +199%
CA
2
Cornerstone Advisory
Maryland
$10.9M 537,259 +194,884 +57%
Cohen & Steers
3
Cohen & Steers
New York
$6.89M 340,686 +26,822 +9%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.63M 328,045 +176,905 +117%
Invesco
5
Invesco
Georgia
$5.82M 287,592 -42,564 -13%
Ameriprise
6
Ameriprise
Minnesota
$5.41M 267,476 +11,959 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.15M 155,970 +1,338 +0.9%
RCM
8
Rivernorth Capital Management
Florida
$2.97M 145,482 +145,482 New
Wells Fargo
9
Wells Fargo
California
$2.84M 140,382 -36,922 -21%
RJA
10
Raymond James & Associates
Florida
$2.47M 122,113 -23,606 -16%
IWM
11
IHT Wealth Management
Illinois
$2.11M 104,556 +104,556 New
AG
12
Advisor Group
Arizona
$2.09M 103,187 -8,200 -7%
UBS Group
13
UBS Group
Switzerland
$2.08M 102,828 +3,708 +4%
BTS
14
BB&T Securities
Virginia
$1.82M 90,138 -3,895 -4%
Bank of America
15
Bank of America
North Carolina
$1.59M 78,529 +595 +0.8%
CRC
16
Curi RMB Capital
Illinois
$1.47M 72,756 -62,684 -46%
CAN
17
Cetera Advisor Networks
California
$1.47M 72,655 -1,843 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$990K 48,999 -27,518 -36%
EGA
19
E&G Advisors
Texas
$932K 46,100 +10,000 +28%
RA
20
RFG Advisory
Alabama
$822K 40,630 -3,285 -7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$793K 39,241 +5,893 +18%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$675K 33,400 +33,400 New
TFS
23
TrustCore Financial Services
Tennessee
– – – –
WAM
24
Weiss Asset Management
Massachusetts
$602K 29,771 +29,771 New
SPC
25
Sigma Planning Corp
Michigan
$516K 25,505 -2,090 -8%
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