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Nuveen Preferred & Income Opportunities Fund

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280287 (+7)

3.94% less ownership

Funds ownership: 24.36%20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Coastline Trust
Rhode Island
$81.9K
FFWM
227
Future Financial Wealth Management
Ohio
$80.7K -$15.5K -2,000 -17%
AHL
228
Abel Hall LLC
Louisiana
$80.7K
PWSG
229
Pacific Wealth Strategies Group
California
$80.7K
PJWM
230
Philip James Wealth Mangement
Georgia
$80.7K +$77.6K +10,000 New
SIMG
231
Sonora Investment Management Group
Arizona
$80.7K +$77.6K +10,000 New
CTC
232
Central Trust Company
Missouri
$79.6K -$43.9K -5,655 -36%
NS
233
NBC Securities
Alabama
$66K
GJWM
234
Gilliland Jeter Wealth Management
Arkansas
$64K +$1.57K +202 +3%
CBT
235
CoreFirst Bank & Trust
Kansas
$62.1K -$18.6K -2,393 -24%
IAIM
236
International Assets Investment Management
Florida
$48.6K +$2.67M +343,834 +708%
HBW
237
Hazlett, Burt & Watson
West Virginia
$48K +$644 +83 +1%
ATS
238
Ashton Thomas Securities
New York
$40.8K +$39.2K +5,053 New
WTC
239
WhitTier Trust Company
Nevada
$39.9K -$8 -1 -0%
RDIA
240
RE Dickinson Investment Advisors
Iowa
$38K
WT
241
Washington Trust
Rhode Island
$35.8K +$34.4K +4,440 New
SIS
242
Sound Income Strategies
Florida
$31.5K -$760 -98 -2%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$27.8K
HCP
244
Hexagon Capital Partners
Arkansas
$27.3K
JIP
245
Jaffetilchin Investment Partners
Florida
$24.7K +$23.7K +3,057 New
FIA
246
FNY Investment Advisers
New York
$24K +$23.3K +3,000 New
FFA
247
Farther Finance Advisors
California
$21.4K -$7.67K -988 -27%
SSG
248
Summit Securities Group
New York
$21K +$20.2K +2,599 New
HGERS
249
Householder Group Estate & Retirement Specialist
Arizona
$19K
BTI
250
Blue Trust Inc
Georgia
$17.9K

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.