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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

277 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, 81 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.03%
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
81
Reduced
88
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24.6M
2
LPL Financial
2
LPL Financial
California
$24.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.6M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.81M
5
UBS Group
5
UBS Group
Switzerland
$26.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$37.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$92.4M
3
AA
3
AQR Arbitrage
Connecticut
$9.14M
4
SAG
4
SageView Advisory Group
California
$0
5
SIA
5
Sit Investment Associates
Minnesota
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
301
Wolverine Asset Management
Illinois
– -$38.7K -5,379 Closed
SS
302
Sunbelt Securities
Texas
– -$34.4K -4,780 Closed
Fidelity Investments
303
Fidelity Investments
Massachusetts
– -$23.8K -3,305 Closed
FIA
304
FNY Investment Advisers
New York
– -$21 -3,000 Closed
BWAM
305
Boyd Watterson Asset Management
Ohio
– -$2.84K -395 Closed
SWM
306
Sugarloaf Wealth Management
Georgia
– -$971 -135 Closed
TRCT
307
Tower Research Capital (TRC)
New York
– -$316 -44 Closed
9 10 11 12
13