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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
AF
251
Advisornet Financial
Minnesota
$17.8K -$822 -106 -5%
OLVIG
252
Oliver Lagore Vanvalin Investment Group
Michigan
$17.5K +$1.53K +197 +10%
CWP
253
Concord Wealth Partners
Virginia
$16.3K +$403 +52 +3%
GPFA
254
Game Plan Financial Advisors
Ohio
$16K
HNB
255
Hilltop National Bank
Wyoming
$16K
CT
256
Caldwell Trust
Florida
$15.4K
MSG
257
Main Street Group
Virginia
$13.6K
PS
258
Planned Solutions
California
$12.5K +$12K +1,545 New
GIA
259
GHP Investment Advisors
Colorado
$12.3K +$2.33K +300 +24%
CHC
260
City Holding Co
West Virginia
$11.6K
CAM
261
Creekmur Asset Management
Illinois
$11.5K -$13.6K -1,754 -55%
CNBTD
262
Citizens National Bank Trust Department
Mississippi
$11.3K
FCA
263
FinTrust Capital Advisors
South Carolina
$10.8K +$10.4K +1,342 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$9.31K
CAS
265
Coppell Advisory Solutions
Texas
$8.91K
TCG
266
Transcendent Capital Group
Oklahoma
$8.52K
ANBT
267
American National Bank & Trust
Texas
$8.09K
AF
268
Allworth Financial
California
$7.97K
GWP
269
Gen-Wealth Partners
Michigan
$7.44K
PWA
270
Provenance Wealth Advisors
Florida
$5.79K +$5.56K +717 New
PA
271
Parallel Advisors
California
$5.08K
AssetMark Inc
272
AssetMark Inc
California
$4.94K
DWM
273
Darwin Wealth Management
Florida
$4.45K +$4.28K +551 New
Russell Investments Group
274
Russell Investments Group
United Kingdom
$3.72K -$1.15K -148 -24%
LI
275
LRI Investments
Florida
$3.45K +$31 +4 +0.9%

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.