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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.

New
Increased
Maintained
Reduced
Closed

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: 280287 (+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: 21 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
301
Marcum Wealth
Ohio
-$95.8K -12,829 Closed
GWM
302
GDS Wealth Management
Texas
-$87.2K -11,667 Closed
XF
303
XML Financial
Maryland
-$86.3K -11,555 Closed
RA
304
RFG Advisory
Alabama
-$80.7K -10,806 Closed
DDC
305
DF Dent & Co
Maryland
-$79.8K -10,688 Closed
MHS
306
M Holdings Securities
Oregon
-$77K -10,250 Closed
WPW
307
Watershed Private Wealth
Illinois
-$76K -10,180 Closed
GLA
308
Good Life Advisors
Pennsylvania
-$75.9K -10,158 Closed
OWA
309
Opal Wealth Advisors
New York
-$25.8K -3,449 Closed
AFWM
310
Abich Financial Wealth Management
Virginia
-$22.2K -2,968 Closed
Citigroup
311
Citigroup
New York
-$19.2K -2,567 Closed
SWA
312
SOA Wealth Advisors
New York
-$18.4K -2,462 Closed
TWP
313
Triad Wealth Partners
Kansas
-$7.21K -965 Closed
CP
314
Castleview Partners
Texas
-$6.08K -814 Closed
IA
315
IFP Advisors
Florida
-$3.73K -500 Closed
VAG
316
VisionPoint Advisory Group
Texas
-$3.69K -494 Closed
MG
317
Mather Group
Illinois
-$3.46K -481 Closed
WIA
318
Wetzel Investment Advisors
Indiana
-$3.43K -477 Closed
TFA
319
Toth Financial Advisory
Virginia
-$1.49K -200 Closed

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.