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Nuveen Preferred & Income Opportunities Fund
JPC

128 hedge funds and large institutions have $132M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.58% less ownership

Funds ownership: 20.01% → 19.42% (-0.58%)

2% less capital invested

Capital invested by funds: $135M → $132M (-$2.95M)

4% less funds holding

Funds holding: 134 → 128 (-6)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
33
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$1.68M
2
OPS
Orion Portfolio Solutions
Nebraska
+$1.68M
3
AA
AQR Arbitrage
Connecticut
+$1.17M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.1M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$710K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.1M
2
RCM
Rivernorth Capital Management
Florida
-$5.79M
3
CIA
Capital Investment Advisors
Georgia
-$634K
4
GC
Guggenheim Capital
Illinois
-$466K
5
BI
Bramshill Investments
Florida
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$291K -$142K -22,368 -33%
OA
52
Operose Advisors
Wisconsin
$288K – – –
JHCP
53
Jackson Hole Capital Partners
Oklahoma
$282K – – –
AU
54
Algebris (UK)
United Kingdom
$281K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$279K -$21.7K -3,423 -7%
CRC
56
Curi RMB Capital
Illinois
$279K – – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$279K -$29.6K -4,666 -10%
CIC
58
Carnegie Investment Counsel
Ohio
$273K -$39.4K -6,223 -13%
HI
59
Harbour Investments
Wisconsin
$268K -$5.58K -880 -2%
LFAS
60
Level Four Advisory Services
Texas
$268K +$36.1K +5,694 +16%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$265K +$259K +40,851 New
OC
62
Oppenheimer & Co
New York
$246K +$240K +37,935 New
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$243K -$83K -13,100 -26%
HighTower Advisors
64
HighTower Advisors
Illinois
$227K -$63K -9,950 -22%
IAMOG
65
Investors Asset Management of Georgia
Georgia
$227K – – –
HIP
66
HUB Investment Partners
Texas
$225K +$6 +1 +0%
BRA
67
Biechele Royce Advisors
Indiana
$221K – – –
MIC
68
Meridian Investment Counsel
California
$213K -$14.1K -2,230 -6%
KeyBank National Association
69
KeyBank National Association
Ohio
$207K -$19K -3,000 -9%
V
70
Veritable
Delaware
$162K – – –
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$161K +$158K +24,910 New
PVM
72
Palogic Value Management
Texas
$160K -$19K -3,000 -11%
AFP
73
Ausdal Financial Partners
Iowa
$158K -$2.14K -338 -1%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$152K -$3.17K -500 -2%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$151K +$7.51K +1,185 +5%
1 2
3
4 5

JPC Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2023, worth a combined $132M — down 2.2% from $135M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 17 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Brinker Capital Investments, adding an estimated $1.68M. The largest seller was Sit Investment Associates, cutting an estimated $6.1M.

  • 128 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2023, down from 134 in Q1 2023.
  • Funds reported $132M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 17 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2023 and 21 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2023 was Brinker Capital Investments, an estimated $1.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2023 was Sit Investment Associates, an estimated $6.1M sold.

Based on aggregated 13F filings for Q2 2023.