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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 %
CAS
276
Coppell Advisory Solutions
Texas
$7.47K +$2.06K +304 +38%
TCG
277
Transcendent Capital Group
Oklahoma
$7.14K +$7.14K +1,056 New
ANBT
278
American National Bank & Trust
Texas
$6.78K +$6.78K +1,003 New
AF
279
Allworth Financial
California
$6.68K +$6.68K +988 New
GWSG
280
GPS Wealth Strategies Group
Colorado
$6.15K +$6.15K +909 New
GRP
281
Global Retirement Partners
California
$4.73K +$4.6K +668 +3,340%
KFS
282
Kelly Financial Services
Massachusetts
$4.53K +$4.53K +670 New
PA
283
Parallel Advisors
California
$4.26K +$3.34K +494 +363%
GI
284
Gradient Investments
Minnesota
$4.23K +$4.23K +625 New
VAG
285
VisionPoint Advisory Group
Texas
$3.34K +$3.34K +494 New
WWM
286
Wolff Wiese Magana
California
$2.37K – – –
AA
287
AlphaMark Advisors
Kentucky
$2K +$2K +296 New
MA
288
Montag & Associates
Georgia
$1.48K +$1.48K +219 New
PK
289
Pflug Koory
Nebraska
$446 +$446 +66 New
GG
290
Gleason Group
Kentucky
$138 +$138 +20 New
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$95 +$95 +14 New
RIM
292
Rockbridge Investment Management
New York
$28 +$28 +4 New
DFA
293
DHJJ Financial Advisors
Illinois
$14 +$14 +2 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$7 – – –
FPCG
295
Forum Private Client Group
Indiana
– -$2.79M -440,000 Closed
BCI
296
Brinker Capital Investments
Pennsylvania
– -$1.79M -282,188 Closed
OPS
297
Orion Portfolio Solutions
Nebraska
– -$1.79M -282,188 Closed
WP
298
Woodline Partners
California
– -$565K -89,312 Closed
JHCP
299
Jackson Hole Capital Partners
Oklahoma
– -$275K -43,496 Closed
AAS
300
Ameritas Advisory Services
Nebraska
– -$182K -30,004 Closed
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12
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