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.
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: 280 → 287 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.68M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.67M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.95M |
| 4 |
Jane Street
New York
|
+$1.74M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$37.8M |
| 2 |
Morgan Stanley
New York
|
-$23.2M |
| 3 |
AU
Algebris (UK)
London,
United Kingdom
|
-$9.97M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
-$9.9M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$8.69M |
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.