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Nuveen Preferred & Income Opportunities Fund

139 hedge funds and large institutions have $196M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.52% less ownership

Funds ownership: 22.3%21.78% (-0.52%)

1% less funds holding

Funds holding: 140139 (-1)

13% less capital invested

Capital invested by funds: $225M → $196M (-$28.6M)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
46
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Claybrook Capital
Massachusetts
$1.79M
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$1.73M -$2.56M -288,287 -59%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.66M -$31.3K -3,518 -2%
SWP
29
Stratos Wealth Partners
Ohio
$1.58M +$443K +49,779 +37%
EGA
30
E&G Advisors
Texas
$1.45M -$40.9K -4,600 -3%
Stifel Financial
31
Stifel Financial
Missouri
$1.41M +$115K +12,882 +9%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.35M -$34.4K -3,874 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.34M +$94.9K +10,679 +7%
PAG
34
Private Advisor Group
New Jersey
$1.26M -$9 -1 -0%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.23M -$111K -12,513 -8%
CRC
36
Curi RMB Capital
Illinois
$1.16M
LCM
37
Landscape Capital Management
New Jersey
$1.15M +$632K +71,140 +114%
DHFB
38
Dixon Hubard Feinour & Brown
Virginia
$1.1M
WAM
39
Wolverine Asset Management
Illinois
$1.06M +$1.1M +123,920 New
MCA
40
MSH Capital Advisors
Arizona
$1.06M +$162K +18,200 +17%
HIP
41
HUB Investment Partners
Texas
$1M -$2.55M -287,050 -71%
CIA
42
Capital Investment Advisors
Georgia
$884K -$17.8K -2,000 -2%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$676K +$156K +17,554 +29%
LSC
44
Logan Stone Capital
Illinois
$676K +$700K +78,787 New
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$616K +$293K +32,950 +85%
WS
46
Wedbush Securities
California
$601K -$82.3K -9,261 -12%
AWM
47
AE Wealth Management
Kansas
$591K +$96.8K +10,892 +19%
NA
48
NewEdge Advisors
Louisiana
$589K +$37.2K +4,188 +7%
OPS
49
Orion Portfolio Solutions
Nebraska
$546K -$185K -20,801 -25%
OA
50
Operose Advisors
Wisconsin
$545K +$197K +22,161 +54%

JPC Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2022, worth a combined $196M — down 13% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.64M. The largest seller was Sit Investment Associates, cutting an estimated $5.78M.

  • 139 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2022, down from 140 in Q4 2021.
  • Funds reported $196M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $3.64M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2022.