We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

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: 287 → 280 (-7)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.74M
2
LPL Financial
LPL Financial
California
+$3.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.37M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$2.04M
5
UBS Group
UBS Group
Switzerland
+$1.56M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$14.3M
2
Morgan Stanley
Morgan Stanley
New York
-$7.82M
3
AA
AQR Arbitrage
Connecticut
-$4.27M
4
SAG
SageView Advisory Group
California
-$3.59M
5
SIA
Sit Investment Associates
Minnesota
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
251
Concord Wealth Partners
Virginia
$14.7K +$273 +38 +2%
CT
252
Caldwell Trust
Florida
$14.3K – – –
MSG
253
Main Street Group
Virginia
$12.6K – – –
CHC
254
City Holding Co
West Virginia
$10.7K – – –
CNBTD
255
Citizens National Bank Trust Department
Mississippi
$10.5K – – –
GIA
256
GHP Investment Advisors
Colorado
$9.18K – – –
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$8.62K -$7.18K -1,000 -46%
CAS
258
Coppell Advisory Solutions
Texas
$8.25K +$7.94K +1,105 New
TCG
259
Transcendent Capital Group
Oklahoma
$7.89K – – –
ANBT
260
American National Bank & Trust
Texas
$7.49K – – –
AF
261
Allworth Financial
California
$7.44K – – –
TWP
262
Triad Wealth Partners
Kansas
$7.21K +$6.93K +965 New
GWP
263
Gen-Wealth Partners
Michigan
$6.94K – – –
CP
264
Castleview Partners
Texas
$6.08K +$5.85K +814 New
PA
265
Parallel Advisors
California
$4.71K – – –
AssetMark Inc
266
AssetMark Inc
California
$4.57K -$711 -99 -14%
Russell Investments Group
267
Russell Investments Group
United Kingdom
$4.55K +$4.37K +609 New
IA
268
IFP Advisors
Florida
$3.73K +$3.59K +500 New
VAG
269
VisionPoint Advisory Group
Texas
$3.69K – – –
MG
270
Mather Group
Illinois
$3.46K +$3.46K +481 New
WIA
271
Wetzel Investment Advisors
Indiana
$3.43K +$3.43K +477 New
LI
272
LRI Investments
Florida
$3.16K +$57 +8 +2%
JP Morgan Chase
273
JP Morgan Chase
New York
$2.68K – – –
WWM
274
Wolff Wiese Magana
California
$2.62K – – –
AA
275
AlphaMark Advisors
Kentucky
$2K – – –
9 10
11
12 13

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.