Nuveen Preferred & Income Opportunities Fund
140 hedge funds and large institutions have $141M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
9% more funds holding
Funds holding: 128 → 140 (+12)
6% more capital invested
Capital invested by funds: $132M → $141M (+$8.39M)
1.72% more ownership
Funds ownership: 19.42% → 21.14% (+1.7%)
27% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$10.9M |
| 2 |
Morgan Stanley
New York
|
+$3.88M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$3M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.98M |
| 5 |
FPCG
Forum Private Client Group
Fishers,
Indiana
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$12.1M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.2M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.05M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.05M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$1.15M |
JPC Hedge Fund Activity: Q3 2023 in Review
140 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2023, worth a combined $141M — up 6.3% from $132M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new JPC positions and 10 closed out — a net gain of 13 holders — while 32 added to existing stakes and 44 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $10.9M. The largest seller was Bramshill Investments, cutting an estimated $12.1M.
- 140 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2023, up from 128 in Q2 2023.
- Funds reported $141M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2023, up 6.3% quarter-over-quarter.
- 23 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2023 and 10 closed out, a net change of +13 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2023 was Rivernorth Capital Management, an estimated $10.9M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2023 was Bramshill Investments, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2023.