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Nuveen Preferred & Income Opportunities Fund
JPC

297 hedge funds and large institutions have $496M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

3% more funds holding

Funds holding: 287 → 297 (+10)

0.68% less ownership

Funds ownership: 20.42% → 19.74% (-0.68%)

5% less capital invested

Capital invested by funds: $523M → $496M (-$27.5M)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
89
Reduced
74
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.81M
2
IWA
IBEX Wealth Advisors
New Jersey
+$2.63M
3
PCM
Prelude Capital Management
New York
+$2.41M
4
GC
Guggenheim Capital
Illinois
+$2.18M
5
FC
FCA Corp
Texas
+$1.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
CIA
Capital Investment Advisors
Georgia
-$5.65M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.55M
4
SIA
Sit Investment Associates
Minnesota
-$3.87M
5
Cohen & Steers
Cohen & Steers
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
326
Sonora Investment Management Group
Arizona
– -$80.7K -10,000 Closed
GJWM
327
Gilliland Jeter Wealth Management
Arkansas
– -$64K -7,930 Closed
ATS
328
Ashton Thomas Securities
New York
– -$40.8K -5,053 Closed
BCWM
329
Bartlett & Co Wealth Management
Ohio
– -$27.8K -3,419 Closed
JIP
330
Jaffetilchin Investment Partners
Florida
– -$24.7K -3,057 Closed
FIA
331
FNY Investment Advisers
New York
– -$24K -3,000 Closed
SSG
332
Summit Securities Group
New York
– -$21K -2,599 Closed
HGERS
333
Householder Group Estate & Retirement Specialist
Arizona
– -$19K -2,386 Closed
HNB
334
Hilltop National Bank
Wyoming
– -$16K -1,977 Closed
PS
335
Planned Solutions
California
– -$12.5K -1,545 Closed
CIAS
336
CBIZ Investment Advisory Services
Ohio
– -$702 -87 Closed
TRCT
337
Tower Research Capital (TRC)
New York
– -$210 -26 Closed
NFA
338
Northwest Financial Advisors
Virginia
– -$190 -24 Closed
10 11 12 13
14

JPC Hedge Fund Activity: Q4 2024 in Review

297 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2024, worth a combined $496M — down 5.3% from $523M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new JPC positions and 40 closed out — a net gain of 15 holders — while 89 added to existing stakes and 74 trimmed.

The largest buyer was Bank of America, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 297 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2024, up from 287 in Q3 2024.
  • Funds reported $496M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 55 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2024 and 40 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2024 was Bank of America, an estimated $4.81M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.