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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $495M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
88
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.8M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$2.57M
3
PCM
3
Prelude Capital Management
New York
$2.36M
4
GC
4
Guggenheim Capital
Illinois
$10.1M
5
FC
5
FCA Corp
Texas
$3.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.2M
2
CIA
2
Capital Investment Advisors
Georgia
$2.88M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
SIA
4
Sit Investment Associates
Minnesota
$37.3M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$30.7K – – –
HCP
252
Hexagon Capital Partners
Arkansas
$26.6K – – –
FFA
253
Farther Finance Advisors
California
$20.8K +$8 +1 +0%
WTA
254
Washington Trust Advisors
Massachusetts
$20.4K +$20.4K +2,600 New
NWMP
255
Noble Wealth Management PBC
Colorado
$19.7K +$19.7K +2,500 New
BTI
256
Blue Trust Inc
Georgia
$18.8K – – –
AF
257
Advisornet Financial
Minnesota
$18K +$582 +74 +3%
OLVIG
258
Oliver Lagore Vanvalin Investment Group
Michigan
$17.1K – – –
Jones Financial Companies
259
Jones Financial Companies
Missouri
$17K +$17K +2,167 New
HFS
260
Hantz Financial Services
Michigan
$16K +$16K +1,977 New
CWP
261
Concord Wealth Partners
Virginia
$15.9K +$39 +5 +0.2%
GPFA
262
Game Plan Financial Advisors
Ohio
$15.6K – – –
VHAM
263
Van Hulzen Asset Management
California
$15.1K +$15.1K +1,920 New
MSG
264
Main Street Group
Virginia
$13.2K – – –
CAM
265
Creekmur Asset Management
Illinois
$11.5K +$283 +36 +3%
CHC
266
City Holding Co
West Virginia
$11.3K – – –
CNBTD
267
Citizens National Bank Trust Department
Mississippi
$11K – – –
GIA
268
GHP Investment Advisors
Colorado
$9.66K -$2.36K -300 -20%
CAS
269
Coppell Advisory Solutions
Texas
$8.73K – – –
TCG
270
Transcendent Capital Group
Oklahoma
$8.3K – – –
ANBT
271
American National Bank & Trust
Texas
$7.88K – – –
B
272
Birchbrook
Maine
$7.86K +$7.86K +1,000 New
SC
273
Swan Capital
Florida
$7.82K +$7.82K +995 New
GWP
274
Gen-Wealth Partners
Michigan
$7.3K – – –
WWA
275
Wingate Wealth Advisors
Massachusetts
$6.92K +$6.92K +880 New
9 10
11
12 13