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Nuveen Preferred & Income Opportunities Fund
JPC

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280 → 287 (+7)

3.94% less ownership

Funds ownership: 24.36% → 20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.68M
2
IAIM
International Assets Investment Management
Florida
+$2.67M
3
GC
Guggenheim Capital
Illinois
+$1.95M
4
Jane Street
Jane Street
New York
+$1.74M
5
RJA
Raymond James & Associates
Florida
+$1.47M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$37.8M
2
Morgan Stanley
Morgan Stanley
New York
-$23.2M
3
AU
Algebris (UK)
United Kingdom
-$9.97M
4
PCM
Penserra Capital Management
California
-$9.9M
5
AA
AQR Arbitrage
Connecticut
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Moors & Cabot
Massachusetts
$4.37M +$19.5K +2,516 +0.5%
SWP
27
Stratos Wealth Partners
Ohio
$4.28M +$9.36K +1,206 +0.2%
Cerity Partners
28
Cerity Partners
New York
$4.16M +$645K +83,119 +19%
RIL
29
Rothschild Investment LLC
Illinois
$4.15M -$68.6K -8,843 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$3.91M +$56.8K +7,324 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.67M +$31.8K +4,098 +0.9%
PL
32
Protective Life
Alabama
$3.55M – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.41M +$181K +23,296 +6%
Lido Advisors
34
Lido Advisors
California
$3.2M – – –
CCM
35
Campbell Capital Management
Florida
$3.17M -$41.4K -5,338 -1%
Truist Financial
36
Truist Financial
North Carolina
$2.67M -$129K -16,649 -5%
CPIG
37
Chicago Partners Investment Group
Illinois
$2.55M +$105K +13,510 +4%
SFS
38
Sowell Financial Services
Arkansas
$2.53M -$143K -18,429 -6%
RC
39
Rareview Capital
Nevada
$2.34M – – –
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$2.3M +$56.5K +7,288 +3%
First Trust Advisors
41
First Trust Advisors
Illinois
$2.23M -$87.1K -11,222 -4%
DC
42
Davenport & Co
Virginia
$2.16M +$275K +35,425 +15%
NA
43
NewEdge Advisors
Louisiana
$2.11M +$79.2K +10,212 +4%
Jane Street
44
Jane Street
New York
$1.96M +$1.74M +224,283 +1,188%
PIWA
45
Prevail Innovative Wealth Advisors
Kansas
$1.92M -$1.07M -137,920 -37%
CA
46
CoreCap Advisors
Michigan
$1.89M -$2.62K -338 -0.1%
FC
47
FCA Corp
Texas
$1.8M +$112K +14,422 +7%
SA
48
Sanctuary Advisors
Indiana
$1.69M +$193K +24,849 +13%
MCA
49
MSH Capital Advisors
Arizona
$1.65M +$3.43K +442 +0.2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.48M +$194K +25,000 +16%
1
2
3 4 5

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.