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Nuveen Preferred & Income Opportunities Fund

280 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $586M → $580M (-$6.03M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

1.06% less ownership

Funds ownership: 25.42%24.36% (-1.1%)

2% less funds holding

Funds holding: 287280 (-7)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
82
Reduced
89
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$69K +$532 +74 +0.8%
FGAM
227
Financial Gravity Asset Management
Texas
$68.9K -$66.2K -9,221 -50%
NS
228
NBC Securities
Alabama
$61K
GJWM
229
Gilliland Jeter Wealth Management
Arkansas
$57.7K +$1.1K +153 +2%
CFGS
230
Concourse Financial Group Securities
Alabama
$55.8K
US Bancorp
231
US Bancorp
Minnesota
$53.3K -$41.6K -5,790 -45%
HBW
232
Hazlett, Burt & Watson
West Virginia
$42K +$438 +61 +1%
BI
233
Bramshill Investments
Florida
$41.2K -$41.6K -5,797 -51%
WTC
234
WhitTier Trust Company
Nevada
$36.9K
RDIA
235
RE Dickinson Investment Advisors
Iowa
$35.2K
SIS
236
Sound Income Strategies
Florida
$29.9K
FFA
237
Farther Finance Advisors
California
$27.1K +$26.1K +3,637 New
BCWM
238
Bartlett & Co Wealth Management
Ohio
$25.8K
OWA
239
Opal Wealth Advisors
New York
$25.8K +$24.8K +3,449 New
HCP
240
Hexagon Capital Partners
Arkansas
$25.3K
CAM
241
Creekmur Asset Management
Illinois
$23.7K -$13.6K -1,889 -37%
AFWM
242
Abich Financial Wealth Management
Virginia
$22.2K +$21.3K +2,968 New
Citigroup
243
Citigroup
New York
$19.2K +$165 +23 +0.9%
SWA
244
SOA Wealth Advisors
New York
$18.4K -$25.5K -3,545 -59%
AF
245
Advisornet Financial
Minnesota
$17.3K +$330 +46 +2%
BTI
246
Blue Trust Inc
Georgia
$17.2K
HGERS
247
Householder Group Estate & Retirement Specialist
Arizona
$17K -$36 -5 -0.2%
GPFA
248
Game Plan Financial Advisors
Ohio
$14.8K
HNB
249
Hilltop National Bank
Wyoming
$14.8K
OLVIG
250
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K

JPC Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2024, worth a combined $580M — down 1% from $586M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JPC and 28 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $5.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.3M.

  • 280 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2024, down from 287 in Q1 2024.
  • Funds reported $580M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 28 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2024 and 30 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2024 was Bank of America, an estimated $5.74M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.