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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$169M
2
RCM
Rivernorth Capital Management
Florida
$64.9M
3
SIA
Sit Investment Associates
Minnesota
$44M
4
UBS Group
UBS Group
Switzerland
$22.9M
5
Invesco
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
Forum Private Client Group
Indiana
$0
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
OPS
Orion Portfolio Solutions
Nebraska
$0
4
Creative Planning
Creative Planning
Kansas
$93K
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$73.9K +$73.9K +10,935 New
SFC
227
Strategic Financial Concepts
Texas
$73.5K -$9.28K -1,373 -11%
BBW
228
Blue Barn Wealth
Utah
$73.3K +$73.3K +10,840 New
OAM
229
Occidental Asset Management
California
$72.5K +$72.5K +10,728 New
MML Investors Services
230
MML Investors Services
Massachusetts
$71K +$71K +10,566 New
AIM
231
Anchor Investment Management
South Carolina
$70.9K +$70.9K +10,493 New
JWCA
232
J.W. Cole Advisors
Florida
$70.4K +$70.4K +10,408 New
PCIA
233
Prime Capital Investment Advisors
Kansas
$70K +$70K +10,350 New
EDRIA
234
Edmonds Duncan Registered Investment Advisors
Kansas
$69.2K +$69.2K +10,231 New
JPMorgan Chase & Co
235
JPMorgan Chase & Co
New York
$68.6K +$53.1K +7,859 +343%
CT
236
Coastline Trust
Rhode Island
$68.6K +$68.6K +10,143 New
CBT
237
CoreFirst Bank & Trust
Kansas
$68.2K +$45.7K +6,760 +203%
FMTCOCP
238
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K +$68K +10,089 New
AHL
239
Abel Hall LLC
Louisiana
$67.6K +$67.6K +10,000 New
FGAM
240
Financial Gravity Asset Management
Texas
$62.3K +$62.3K +9,221 New
LA
241
LM Advisors
California
$59.5K +$59.5K +8,800 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$51K +$51K +7,527 New
EWA
243
EverSource Wealth Advisors
Alabama
$50.5K +$50.5K +7,474 New
CFGS
244
Concourse Financial Group Securities
Alabama
$50.1K +$11.9K +1,764 +31%
Bessemer Group
245
Bessemer Group
New Jersey
$49K +$49K +7,209 New
NS
246
NBC Securities
Alabama
$46K +$32.7K +4,943 +247%
RFA
247
Resurgent Financial Advisors
Georgia
$45.7K +$45.7K +6,759 New
SWA
248
SOA Wealth Advisors
New York
$40.6K +$40.6K +6,007 New
HBW
249
Hazlett, Burt & Watson
West Virginia
$39K +$23.9K +3,491 +159%
WTC
250
WhitTier Trust Company
Nevada
$33.4K +$33.4K +4,944 New
8 9
10
11 12