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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
1
Morgan Stanley
New York
$169M
2
RCM
2
Rivernorth Capital Management
Florida
$64.9M
3
SIA
3
Sit Investment Associates
Minnesota
$44M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Invesco
5
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
OPS
2
Orion Portfolio Solutions
Nebraska
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
Creative Planning
4
Creative Planning
Kansas
$93K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IW
301
Imprint Wealth
South Carolina
– -$117K -18,300 Closed
EWA
302
Exencial Wealth Advisors
Oklahoma
– -$98.1K -15,499 Closed
FSI
303
Flow State Investments
Illinois
– -$81K -12,800 Closed
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
– -$73.7K -11,640 Closed
DDC
305
DF Dent & Co
Maryland
– -$66.9K -10,568 Closed
CAM
306
Cresset Asset Management
Illinois
– -$66.9K -10,500 Closed
FIA
307
FNY Investment Advisers
New York
– -$18K -3,000 Closed
9 10 11 12
13