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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

135 hedge funds and large institutions have $155M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
34
Reduced
44
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$736K
2
PCM
2
Penserra Capital Management
California
$8.09M
3
LPL Financial
3
LPL Financial
California
$2.31M
4
GC
4
Guggenheim Capital
Illinois
$2.45M
5
Ameriprise
5
Ameriprise
Minnesota
$2.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.34M
2
AI
2
AXS Investments
New York
$0
3
RJA
3
Raymond James & Associates
Florida
$5.01M
4
AU
4
Algebris (UK)
United Kingdom
$411K
5
CRC
5
Curi RMB Capital
Illinois
$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.25M +$108K +14,809 +9%
SWP
27
Stratos Wealth Partners
Ohio
$1.23M -$118K -16,189 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.13M -$206K -28,315 -15%
EGA
29
E&G Advisors
Texas
$1.03M -$156K -21,400 -13%
MCA
30
MSH Capital Advisors
Arizona
$919K +$10.1K +1,381 +1%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$777K +$2.34K +322 +0.3%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$756K -$143K -19,650 -16%
WAM
33
Weiss Asset Management
Massachusetts
$736K +$736K +101,136 New
CIA
34
Capital Investment Advisors
Georgia
$721K -$24.5K -3,364 -3%
LSC
35
Logan Stone Capital
Illinois
$663K +$78.1K +10,725 +13%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$653K +$94.1K +12,923 +17%
MFWP
37
Mosaic Family Wealth Partners
Missouri
$634K +$634K +87,066 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$631K – – –
CAN
39
Cetera Advisor Networks
California
$615K +$114K +15,594 +23%
AA
40
AQR Arbitrage
Connecticut
$614K -$314K -43,072 -34%
AWM
41
AE Wealth Management
Kansas
$550K -$55.8K -7,661 -9%
NA
42
NewEdge Advisors
Louisiana
$519K -$1.89K -264 -0.4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$499K +$19.7K +2,705 +4%
MWM
44
Melfa Wealth Management
Massachusetts
$458K +$458K +62,915 New
OPS
45
Orion Portfolio Solutions
Nebraska
$434K +$415 +57 +0.1%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$420K -$250K -34,300 -37%
AU
47
Algebris (UK)
United Kingdom
$411K -$507K -69,889 -55%
SFS
48
Shaker Financial Services
Virginia
$397K -$19.9K -2,737 -5%
LA
49
LexAurum Advisors
Kansas
$385K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$384K -$10.5K -1,436 -3%
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