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Nuveen Preferred & Income Opportunities Fund
JPC

126 hedge funds and large institutions have $203M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

2% more funds holding

Funds holding: 124 → 126 (+2)

0.16% less ownership

Funds ownership: 19.99% → 19.83% (-0.16%)

2% less capital invested

Capital invested by funds: $208M → $203M (-$4.65M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
36
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$4.97M
2
MC
Moors & Cabot
Massachusetts
+$2.78M
3
CC
Claybrook Capital
Massachusetts
+$1.89M
4
EGA
E&G Advisors
Texas
+$1.73M
5
SIA
Sit Investment Associates
Minnesota
+$1.17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$10.8M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$4.74M
3
Cohen & Steers
Cohen & Steers
New York
-$1.21M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.03M
5
FFA
First Foundation Advisors
California
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
51
Live Oak Private Wealth
North Carolina
$427K – – –
MIC
52
Meridian Investment Counsel
California
$413K -$3.32K -333 -0.8%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$366K +$7.9K +792 +2%
IAMOG
54
Investors Asset Management of Georgia
Georgia
$361K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$339K +$36.9K +3,695 +12%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$324K +$38.8K +3,893 +13%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$323K -$4.99K -500 -2%
Creative Planning
58
Creative Planning
Kansas
$301K -$28.6K -2,869 -9%
NCM
59
Noesis Capital Mangement
Florida
$286K – – –
KAS
60
Kestra Advisory Services
Texas
$277K +$19.5K +1,957 +8%
UCFA
61
United Capital Financial Advisors
Texas
$272K +$90.4K +9,062 +49%
AWS
62
AJ Wealth Strategies
New York
$271K – – –
HighTower Advisors
63
HighTower Advisors
Illinois
$268K +$9.94K +996 +4%
AIC
64
Ameritas Investment Company
Nebraska
$265K +$20.4K +2,040 +8%
LFF
65
Level Four Financial
Texas
$248K – – –
AFP
66
Ausdal Financial Partners
Iowa
$237K -$689 -69 -0.3%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$220K +$103K +10,339 +87%
BB
68
Busey Bank
Illinois
$219K – – –
DADC
69
D.A. Davidson & Co
Montana
$208K +$209K +20,992 New
HCM
70
Hollencrest Capital Management
California
$200K – – –
EP
71
Eudaimonia Partners
Tennessee
$187K – – –
IFG
72
Independent Financial Group
California
$181K -$12.8K -1,285 -7%
XF
73
XML Financial
Maryland
$176K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$171K +$210 +21 +0.1%
OA
75
Oxbow Advisors
Texas
$165K – – –
1 2
3
4 5

JPC Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2021, worth a combined $203M — down 2.2% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPC positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 30 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.97M. The largest seller was Bramshill Investments, cutting an estimated $10.8M.

  • 126 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $203M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2021 and 11 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $4.97M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2021 was Bramshill Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.