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Nuveen Preferred & Income Opportunities Fund
JPC

139 hedge funds and large institutions have $196M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 22.3% → 21.78% (-0.52%)

1% less funds holding

Funds holding: 140 → 139 (-1)

13% less capital invested

Capital invested by funds: $225M → $196M (-$28.6M)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$3.64M
2
RCM
Rivernorth Capital Management
Florida
+$2.77M
3
PPA
Parametric Portfolio Associates
Washington
+$1.53M
4
RJA
Raymond James & Associates
Florida
+$1.48M
5
WAM
Wolverine Asset Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.78M
2
Morgan Stanley
Morgan Stanley
New York
-$3.71M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$2.56M
4
HIP
HUB Investment Partners
Texas
-$2.55M
5
BI
Bramshill Investments
Florida
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
AQR Arbitrage
Connecticut
$545K +$565K +63,508 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$537K +$159K +17,925 +40%
CAN
53
Cetera Advisor Networks
California
$508K +$155K +17,438 +42%
LA
54
LexAurum Advisors
Kansas
$489K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$489K +$6.34K +713 +1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$460K +$2.77K +311 +0.6%
CIC
57
Carnegie Investment Counsel
Ohio
$441K +$44.6K +5,020 +11%
ACP
58
Arcus Capital Partners
Georgia
$431K – – –
KA
59
Kovack Advisors
Florida
$402K +$29.5K +3,319 +8%
JHCP
60
Jackson Hole Capital Partners
Oklahoma
$373K – – –
LOPW
61
Live Oak Private Wealth
North Carolina
$370K – – –
MIC
62
Meridian Investment Counsel
California
$340K – – –
IAMOG
63
Investors Asset Management of Georgia
Georgia
$305K – – –
Creative Planning
64
Creative Planning
Kansas
$273K +$12.4K +1,390 +5%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$267K -$13.3K -1,500 -5%
AAS
66
Ameritas Advisory Services
Nebraska
$261K +$14K +1,572 +5%
AFP
67
Ausdal Financial Partners
Iowa
$256K +$52.9K +5,952 +25%
LFAS
68
Level Four Advisory Services
Texas
$232K +$8.89K +1,000 +4%
HighTower Advisors
69
HighTower Advisors
Illinois
$217K -$28.1K -3,166 -11%
MCC
70
Money Concepts Capital
Florida
$209K +$217K +24,400 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
$206K +$12.2K +1,367 +6%
LA
72
Lifeworks Advisors
Michigan
$197K +$204K +22,958 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$190K – – –
AWS
74
AJ Wealth Strategies
New York
$188K – – –
IFG
75
Independent Financial Group
California
$177K +$3.56K +400 +2%
1 2
3
4 5

JPC Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2022, worth a combined $196M — down 13% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.64M. The largest seller was Sit Investment Associates, cutting an estimated $5.78M.

  • 139 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2022, down from 140 in Q4 2021.
  • Funds reported $196M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $3.64M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2022.