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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.38% less ownership

Funds ownership: 20.39%20.01% (-0.38%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 137134 (-3)

13% less capital invested

Capital invested by funds: $155M → $135M (-$19.8M)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
41
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
51
Carnegie Investment Counsel
Ohio
$318K -$19K -2,600 -5%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$314K -$17.1K -2,342 -5%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$306K -$45.8K -6,263 -12%
HighTower Advisors
54
HighTower Advisors
Illinois
$297K -$14.4K -1,976 -4%
OA
55
Operose Advisors
Wisconsin
$293K
AU
56
Algebris (UK)
United Kingdom
$287K -$95.5K -13,070 -23%
JHCP
57
Jackson Hole Capital Partners
Oklahoma
$286K
LOPW
58
Live Oak Private Wealth
North Carolina
$284K
CRC
59
Curi RMB Capital
Illinois
$284K +$23.6K +3,235 +8%
HI
60
Harbour Investments
Wisconsin
$278K
Jane Street
61
Jane Street
New York
$237K +$264K +36,059 New
LFAS
62
Level Four Advisory Services
Texas
$234K +$53.9K +7,371 +26%
MIC
63
Meridian Investment Counsel
California
$231K -$20.1K -2,750 -7%
IAMOG
64
Investors Asset Management of Georgia
Georgia
$230K -$47.5K -6,500 -16%
KeyBank National Association
65
KeyBank National Association
Ohio
$230K
HIP
66
HUB Investment Partners
Texas
$229K +$254K +34,766 New
BRA
67
Biechele Royce Advisors
Indiana
$224K +$249K +34,090 New
WAM
68
Wolverine Asset Management
Illinois
$197K +$112K +15,291 +105%
CHJWM
69
Carlton Hofferkamp & Jenks Wealth Management
Texas
$192K
PVM
70
Palogic Value Management
Texas
$183K -$25.4K -3,479 -11%
HF
71
HRT Financial
New York
$166K +$185K +25,328 New
V
72
Veritable
Delaware
$165K
AFP
73
Ausdal Financial Partners
Iowa
$163K +$15 +2 +0%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$158K
AAS
75
Ameritas Advisory Services
Nebraska
$147K -$126K -17,280 -44%

JPC Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2023, worth a combined $135M — down 13% from $155M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 20 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 41 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Bramshill Investments, cutting an estimated $10.6M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2023, down 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2023 was Bramshill Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.