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Nuveen Preferred & Income Opportunities Fund
JPC

134 hedge funds and large institutions have $149M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 18.24% → 20.42% (+2.2%)

2% more capital invested

Capital invested by funds: $147M → $149M (+$2.6M)

5% less funds holding

Funds holding: 141 → 134 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
49
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$27M
2
Wells Fargo
Wells Fargo
California
+$1.18M
3
PCM
Penserra Capital Management
California
+$870K
4
LSC
Logan Stone Capital
Illinois
+$627K
5
SIA
Sit Investment Associates
Minnesota
+$356K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.29M
2
AU
Algebris (UK)
United Kingdom
-$1.81M
3
RCM
Rivernorth Capital Management
Florida
-$658K
4
AI
AXS Investments
New York
-$585K
5
Cohen & Steers
Cohen & Steers
New York
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$389K +$1.52K +194 +0.3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$377K -$13.8K -1,767 -3%
CIC
53
Carnegie Investment Counsel
Ohio
$369K +$289 +37 +0.1%
LA
54
LexAurum Advisors
Kansas
$368K -$32K -4,100 -7%
HighTower Advisors
55
HighTower Advisors
Illinois
$356K +$198K +25,372 +98%
HIP
56
HUB Investment Partners
Texas
$340K -$63.4K -8,114 -14%
HI
57
Harbour Investments
Wisconsin
$339K – – –
JHCP
58
Jackson Hole Capital Partners
Oklahoma
$302K – – –
LOPW
59
Live Oak Private Wealth
North Carolina
$300K – – –
MIC
60
Meridian Investment Counsel
California
$268K -$7.81K -1,000 -3%
LCM
61
Landscape Capital Management
New Jersey
$259K -$233K -29,807 -44%
KeyBank National Association
62
KeyBank National Association
Ohio
$243K +$273K +35,000 New
AFP
63
Ausdal Financial Partners
Iowa
$242K +$15.7K +2,004 +6%
IAMOG
64
Investors Asset Management of Georgia
Georgia
$240K -$7.81K -1,000 -3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$200K -$17.7K -2,268 -7%
EWA
66
Exencial Wealth Advisors
Oklahoma
$193K +$82.6K +10,568 +62%
LFAS
67
Level Four Advisory Services
Texas
$187K -$141K -18,083 -40%
BRA
68
Biechele Royce Advisors
Indiana
$184K +$207K +26,500 New
DDC
69
DF Dent & Co
Maryland
$174K +$22.5K +2,880 +13%
AAS
70
Ameritas Advisory Services
Nebraska
$159K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$154K – – –
Baird Financial Group
72
Baird Financial Group
Wisconsin
$153K – – –
Creative Planning
73
Creative Planning
Kansas
$145K -$65.2K -8,347 -29%
APA
74
American Portfolios Advisors
New York
$139K +$35.2K +4,500 +29%
ICG
75
InterOcean Capital Group
Tennessee
$139K +$39.1K +5,000 +33%
1 2
3
4 5

JPC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2022, worth a combined $149M — up 1.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of JPC and 16 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $149M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2022 was Bramshill Investments, an estimated $27M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.