Nuveen Preferred & Income Opportunities Fund
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.
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)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.74M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.67M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.37M |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$2.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.56M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWP
301
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$78.9K | -10,977 | Closed |
|
|
PCIA
302
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$74.4K | -10,350 | Closed |
|
|
EDRIA
303
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| – | -$73.6K | -10,231 | Closed |
|
|
WAM
304
Wolverine Asset Management
Chicago,
Illinois
| – | -$38.7K | -5,379 | Closed |
|
|
SS
305
Sunbelt Securities
Houston,
Texas
| – | -$34.4K | -4,780 | Closed |
|
306
Fidelity Investments
Boston,
Massachusetts
| – | -$23.8K | -3,305 | Closed |
|
|
FIA
307
FNY Investment Advisers
New York
| – | -$21 | -3,000 | Closed |
|
|
BWAM
308
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$2.84K | -395 | Closed |
|
|
SWM
309
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$971 | -135 | Closed |
|
|
TRCT
310
Tower Research Capital (TRC)
New York
| – | -$316 | -44 | Closed |
|
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.