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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$169M
2
RCM
2
Rivernorth Capital Management
Florida
$64.9M
3
SIA
3
Sit Investment Associates
Minnesota
$44M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Invesco
5
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
OPS
2
Orion Portfolio Solutions
Nebraska
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
Creative Planning
4
Creative Planning
Kansas
$93K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.97M +$3.33M +492,304 +517%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$3.96M +$3.85M +570,096 +3,552%
MC
28
Moors & Cabot
Massachusetts
$3.83M +$1.69M +249,484 +79%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.77M +$1.55M +229,052 +70%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$3.74M +$3.74M +553,447 New
SWP
31
Stratos Wealth Partners
Ohio
$3.63M +$2.4M +355,221 +196%
RIL
32
Rothschild Investment LLC
Illinois
$3.52M +$3.52M +520,189 New
Stifel Financial
33
Stifel Financial
Missouri
$3.48M +$1.7M +251,312 +95%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.26M +$2.86M +422,981 +712%
SFS
35
Shaker Financial Services
Virginia
$3.19M +$2.07M +305,505 +183%
GC
36
Guggenheim Capital
Illinois
$3.07M +$1.06M +157,132 +53%
PL
37
Protective Life
Alabama
$2.97M – – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.92M +$1.34M +198,190 +85%
RC
39
Rareview Capital
Nevada
$2.76M +$2.76M +408,615 New
CCM
40
Campbell Capital Management
Florida
$2.68M +$2.68M +395,857 New
AWM
41
AE Wealth Management
Kansas
$2.64M +$2.44M +338,787 +1,215%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.53M +$2.29M +338,830 +944%
Lido Advisors
43
Lido Advisors
California
$2.48M +$2.48M +367,194 New
BFM
44
Boothbay Fund Management
New York
$2.25M +$788K +116,564 +54%
Truist Financial
45
Truist Financial
North Carolina
$2.13M +$863K +127,676 +68%
AAM
46
Advisors Asset Management
Colorado
$2.04M +$1.47M +217,210 +256%
CPIG
47
Chicago Partners Investment Group
Illinois
$1.91M +$1.91M +269,535 New
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$1.86M – – –
Cerity Partners
49
Cerity Partners
New York
$1.86M +$1.79M +264,703 +2,633%
PAS
50
Park Avenue Securities
New York
$1.83M +$1.83M +270,134 New
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