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Nuveen Preferred & Income Opportunities Fund
JPC

280 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $586M → $580M (-$6.03M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

1.06% less ownership

Funds ownership: 25.42% → 24.36% (-1.1%)

2% less funds holding

Funds holding: 287 → 280 (-7)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
82
Reduced
89
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.74M
2
LPL Financial
LPL Financial
California
+$3.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.37M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$2.04M
5
UBS Group
UBS Group
Switzerland
+$1.56M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$14.3M
2
Morgan Stanley
Morgan Stanley
New York
-$7.82M
3
AA
AQR Arbitrage
Connecticut
-$4.27M
4
SAG
SageView Advisory Group
California
-$3.59M
5
SIA
Sit Investment Associates
Minnesota
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.64M +$310K +43,148 +7%
Stifel Financial
27
Stifel Financial
Missouri
$4.15M +$45.6K +6,350 +1%
MC
28
Moors & Cabot
Massachusetts
$4.03M -$24.2K -3,367 -0.6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.01M +$29.9K +4,167 +0.8%
SWP
30
Stratos Wealth Partners
Ohio
$3.95M -$25.6K -3,569 -0.7%
RIL
31
Rothschild Investment LLC
Illinois
$3.91M -$41.8K -5,816 -1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.57M -$36.3K -5,060 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.36M -$178K -24,835 -5%
PL
34
Protective Life
Alabama
$3.29M – – –
Cerity Partners
35
Cerity Partners
New York
$3.23M +$640K +89,162 +26%
Lido Advisors
36
Lido Advisors
California
$2.99M -$27K -3,755 -0.9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.98M +$385K +53,543 +16%
CCM
38
Campbell Capital Management
Florida
$2.98M -$3.3K -459 -0.1%
PIWA
39
Prevail Innovative Wealth Advisors
Kansas
$2.81M +$2.04M +283,822 +308%
Truist Financial
40
Truist Financial
North Carolina
$2.6M +$94.1K +13,099 +4%
SFS
41
Sowell Financial Services
Arkansas
$2.48M -$9.29K -1,293 -0.4%
CPIG
42
Chicago Partners Investment Group
Illinois
$2.32M +$23.8K +3,318 +1%
RC
43
Rareview Capital
Nevada
$2.17M +$352 +49 +0%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.14M +$46.5K +6,471 +2%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$2.07M – – –
NA
46
NewEdge Advisors
Louisiana
$1.88M +$48.4K +6,743 +3%
CA
47
CoreCap Advisors
Michigan
$1.75M -$46.8K -6,521 -3%
DC
48
Davenport & Co
Virginia
$1.73M +$87.4K +12,172 +6%
FC
49
FCA Corp
Texas
$1.56M +$38.7K +5,389 +3%
MCA
50
MSH Capital Advisors
Arizona
$1.52M +$56.4K +7,851 +4%
1
2
3 4 5

JPC Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2024, worth a combined $580M — down 1% from $586M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JPC and 28 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $5.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.3M.

  • 280 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2024, down from 287 in Q1 2024.
  • Funds reported $580M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 28 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2024 and 30 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2024 was Bank of America, an estimated $5.74M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.