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
MA
276
Montag & Associates
Georgia
$1.65K – – –
TFA
277
Toth Financial Advisory
Virginia
$1.49K – – –
CIAS
278
CBIZ Investment Advisory Services
Ohio
$650 – – –
GG
279
Gleason Group
Kentucky
$157 – – –
GRP
280
Global Retirement Partners
California
$149 -$4.8K -668 -97%
SFS
281
Shaker Financial Services
Virginia
– -$1.14M -158,013 Closed
SAG
282
SageView Advisory Group
California
– -$3.59M -86,265 Closed
FEG
283
Financial Enhancement Group
Indiana
– -$497K -71,977 Closed
MTIM
284
Marathon Trading Investment Management
Pennsylvania
– -$360K -50,000 Closed
ICMP
285
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$323K -44,959 Closed
Walleye Capital
286
Walleye Capital
New York
– -$322K -44,724 Closed
CRC
287
Curi RMB Capital
Illinois
– -$266K -37,045 Closed
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
– -$167K -23,173 Closed
AI
289
AXS Investments
New York
– -$144K -20,000 Closed
SP
290
Stonebrook Private
Michigan
– -$140K -19,421 Closed
Empower Advisory Group
291
Empower Advisory Group
Colorado
– -$123K -17,169 Closed
VF
292
Virtu Financial
New York
– -$122K -17,029 Closed
MSAM
293
Moloney Securities Asset Management
Missouri
– -$103K -14,327 Closed
GKWIM
294
Gerber Kawasaki Wealth & Investment Management
California
– -$99.9K -13,899 Closed
RFA
295
Resurgent Financial Advisors
Georgia
– -$98.7K -13,728 Closed
BFM
296
Boothbay Fund Management
New York
– -$86.3K -12,000 Closed
EAM
297
Eschler Asset Management
United Kingdom
– -$85.9K -12,000 Closed
SGCA
298
Steel Grove Capital Advisors
Tennessee
– -$83.8K -11,653 Closed
Deutsche Bank
299
Deutsche Bank
Germany
– -$79K -10,991 Closed
HWMC
300
Heritage Wealth Management (California)
California
– -$79K -10,985 Closed
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.