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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $149M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 18.24%20.42% (+2.2%)

2% more capital invested

Capital invested by funds: $147M → $149M (+$2.6M)

5% less funds holding

Funds holding: 141134 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.29M -$69.2K -8,850 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.28M -$57.5K -7,360 -4%
EGA
28
E&G Advisors
Texas
$1.14M -$33.6K -4,300 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.09M -$28.3K -3,621 -2%
PAG
30
Private Advisor Group
New Jersey
$974K -$50.6K -6,475 -4%
AA
31
AQR Arbitrage
Connecticut
$886K -$241K -30,788 -19%
AU
32
Algebris (UK)
United Kingdom
$872K -$1.81M -231,420 -65%
MCA
33
MSH Capital Advisors
Arizona
$867K -$5.06K -647 -0.5%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$858K +$80.5K +10,300 +9%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$739K -$326K -41,744 -28%
CIA
36
Capital Investment Advisors
Georgia
$712K
AI
37
AXS Investments
New York
$662K -$585K -74,810 -44%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$639K -$186K -23,828 -21%
CRC
39
Curi RMB Capital
Illinois
$615K -$152K -19,441 -18%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$603K
AWM
41
AE Wealth Management
Kansas
$578K +$24.7K +3,164 +4%
LSC
42
Logan Stone Capital
Illinois
$558K +$627K +80,298 New
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$534K -$13K -1,663 -2%
NA
44
NewEdge Advisors
Louisiana
$507K -$18.9K -2,417 -3%
CAN
45
Cetera Advisor Networks
California
$479K -$5.17K -661 -1%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$457K -$6.82K -873 -1%
OA
47
Operose Advisors
Wisconsin
$441K
WS
48
Wedbush Securities
California
$431K -$110K -14,025 -18%
OPS
49
Orion Portfolio Solutions
Nebraska
$413K -$18.4K -2,361 -4%
SFS
50
Shaker Financial Services
Virginia
$398K +$336K +43,050 +304%

JPC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2022, worth a combined $149M — up 1.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of JPC and 16 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $149M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2022 was Bramshill Investments, an estimated $27M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.