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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 %
RDIA
251
RE Dickinson Investment Advisors
Iowa
$32K +$32K +4,708 New
SIS
252
Sound Income Strategies
Florida
$27K +$662 +98 +3%
SWM
253
Sugarloaf Wealth Management
Georgia
$23.5K +$23.5K +3,469 New
CHC
254
City Holding Co
West Virginia
$23.3K +$23.3K +3,452 New
NFA
255
Northwest Financial Advisors
Virginia
$23.3K +$23.3K +3,449 New
BCWM
256
Bartlett & Co Wealth Management
Ohio
$23.1K +$23.1K +3,419 New
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$23K +$15.3K +2,295 +199%
BC
258
Bartlett & Co
Ohio
$23K +$23K +3,419 New
HCP
259
Hexagon Capital Partners
Arkansas
$22.9K – – –
TC
260
Truvestments Capital
Florida
$20.7K +$20.7K +3,065 New
BWM
261
Baystate Wealth Management
Massachusetts
$20.5K +$20.5K +3,027 New
CA
262
Clearstead Advisors
Ohio
$15.5K -$15.5K -2,300 -50%
AF
263
Advisornet Financial
Minnesota
$15.4K +$15.4K +2,285 New
US Bancorp
264
US Bancorp
Minnesota
$15.3K +$15.3K +2,265 New
GPFA
265
Game Plan Financial Advisors
Ohio
$13.4K +$13.4K +1,977 New
OLVIG
266
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K +$13.4K +1,977 New
MSWM
267
McGlone Suttner Wealth Management
Wisconsin
$13.2K +$13.2K +1,948 New
CWP
268
Concord Wealth Partners
Virginia
$12.9K +$12.9K +1,907 New
FWM
269
Focused Wealth Management
New York
$10.7K – – –
PS
270
Planned Solutions
California
$10.4K +$10.4K +1,545 New
CNBTD
271
Citizens National Bank Trust Department
Mississippi
$9.46K – – –
GIA
272
GHP Investment Advisors
Colorado
$8.31K +$8.31K +1,229 New
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$7.8K +$4.96K +734 +175%
Citigroup
274
Citigroup
New York
$7.64K +$210 +31 +3%
PWA
275
Provenance Wealth Advisors
Florida
$7.56K +$7.56K +1,118 New
9 10
11
12 13