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Nuveen Preferred & Income Opportunities Fund
JPC

140 hedge funds and large institutions have $225M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

11% more funds holding

Funds holding: 126 → 140 (+14)

11% more capital invested

Capital invested by funds: $203M → $225M (+$21.9M)

2.48% more ownership

Funds ownership: 19.83% → 22.3% (+2.5%)

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
39
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.15M
2
SIA
Sit Investment Associates
Minnesota
+$4.97M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$4.74M
4
Invesco
Invesco
Georgia
+$4.17M
5
SFS
Shaker Financial Services
Virginia
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
MC
Moors & Cabot
Massachusetts
-$2.67M
2
CAN
Cetera Advisor Networks
California
-$1.62M
3
IWA
IBEX Wealth Advisors
New Jersey
-$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
5
Cohen & Steers
Cohen & Steers
New York
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
51
Carnegie Investment Counsel
Ohio
$452K +$448K +46,330 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$435K +$73.7K +7,615 +21%
KA
53
Kovack Advisors
Florida
$426K – – –
JHCP
54
Jackson Hole Capital Partners
Oklahoma
$425K – – –
SWM
55
Spire Wealth Management
Virginia
$423K -$19.4K -2,004 -4%
LOPW
56
Live Oak Private Wealth
North Carolina
$421K – – –
CAN
57
Cetera Advisor Networks
California
$407K -$1.62M -167,215 -80%
OA
58
Operose Advisors
Wisconsin
$403K +$400K +41,304 New
MIC
59
Meridian Investment Counsel
California
$386K -$20.6K -2,125 -5%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$379K +$376K +38,850 New
IAMOG
61
Investors Asset Management of Georgia
Georgia
$346K -$9.67K -1,000 -3%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$318K – – –
Creative Planning
63
Creative Planning
Kansas
$297K – – –
AAS
64
Ameritas Advisory Services
Nebraska
$281K +$279K +28,802 New
HighTower Advisors
65
HighTower Advisors
Illinois
$278K +$12.7K +1,309 +5%
Millennium Management
66
Millennium Management
New York
$278K +$275K +28,452 New
LFAS
67
Level Four Advisory Services
Texas
$254K +$251K +26,000 New
CA
68
CoreCap Advisors
Michigan
$242K +$240K +24,778 New
AFP
69
Ausdal Financial Partners
Iowa
$233K -$967 -100 -0.4%
NCM
70
Noesis Capital Mangement
Florida
$221K -$60.9K -6,300 -22%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$221K +$4.84K +500 +2%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$216K +$214K +22,115 New
AWS
73
AJ Wealth Strategies
New York
$214K -$52.5K -5,431 -20%
DADC
74
D.A. Davidson & Co
Montana
$206K +$1.85K +191 +0.9%
IFG
75
Independent Financial Group
California
$198K +$19K +1,961 +11%
1 2
3
4 5

JPC Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2021, worth a combined $225M — up 11% from $203M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JPC positions and 14 closed out — a net gain of 19 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.15M. The largest seller was Moors & Cabot, cutting an estimated $2.67M.

  • 140 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2021, up from 126 in Q3 2021.
  • Funds reported $225M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 33 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2021 and 14 closed out, a net change of +19 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2021 was Bramshill Investments, an estimated $8.15M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2021.