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Nuveen Preferred & Income Opportunities Fund
JPC

140 hedge funds and large institutions have $141M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

9% more funds holding

Funds holding: 128 → 140 (+12)

6% more capital invested

Capital invested by funds: $132M → $141M (+$8.39M)

1.72% more ownership

Funds ownership: 19.42% → 21.14% (+1.7%)

27% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 44

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
32
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$3.88M
3
PCM
Penserra Capital Management
California
+$3M
4
AA
AQR Arbitrage
Connecticut
+$2.98M
5
FPCG
Forum Private Client Group
Indiana
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$12.1M
2
SIA
Sit Investment Associates
Minnesota
-$3.2M
3
BCI
Brinker Capital Investments
Pennsylvania
-$2.05M
4
OPS
Orion Portfolio Solutions
Nebraska
-$2.05M
5
WP
Woodline Partners
California
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$431K -$44.4K -6,873 -9%
MWM
52
Melfa Wealth Management
Massachusetts
$399K +$562 +87 +0.1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$376K +$106K +16,374 +38%
RW
54
RVW Wealth
California
$370K – – –
BI
55
Bramshill Investments
Florida
$366K -$12.1M -1,868,060 -97%
LOPW
56
Live Oak Private Wealth
North Carolina
$326K – – –
LA
57
LexAurum Advisors
Kansas
$316K -$19.4K -3,000 -6%
OA
58
Operose Advisors
Wisconsin
$281K – – –
JHCP
59
Jackson Hole Capital Partners
Oklahoma
$275K – – –
LFAS
60
Level Four Advisory Services
Texas
$275K +$14K +2,170 +5%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$265K -$7.7K -1,193 -3%
SCM
62
Saba Capital Management
New York
$262K +$267K +41,363 New
HI
63
Harbour Investments
Wisconsin
$262K – – –
WS
64
Wedbush Securities
California
$258K -$131K -20,300 -33%
OC
65
Oppenheimer & Co
New York
$238K -$1.85K -286 -0.8%
CRC
66
Curi RMB Capital
Illinois
$238K -$35.7K -5,525 -13%
HighTower Advisors
67
HighTower Advisors
Illinois
$227K +$5.53K +856 +2%
IAMOG
68
Investors Asset Management of Georgia
Georgia
$221K – – –
HIP
69
HUB Investment Partners
Texas
$221K +$439 +68 +0.2%
BRA
70
Biechele Royce Advisors
Indiana
$216K – – –
MIC
71
Meridian Investment Counsel
California
$208K – – –
KeyBank National Association
72
KeyBank National Association
Ohio
$203K – – –
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$190K -$47.9K -7,420 -20%
AAS
74
Ameritas Advisory Services
Nebraska
$182K +$58.8K +9,100 +44%
AWM
75
AE Wealth Management
Kansas
$177K -$109K -16,953 -38%
1 2
3
4 5

JPC Hedge Fund Activity: Q3 2023 in Review

140 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2023, worth a combined $141M — up 6.3% from $132M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPC positions and 10 closed out — a net gain of 13 holders — while 32 added to existing stakes and 44 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $10.9M. The largest seller was Bramshill Investments, cutting an estimated $12.1M.

  • 140 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $141M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 23 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2023 and 10 closed out, a net change of +13 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2023 was Rivernorth Capital Management, an estimated $10.9M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2023 was Bramshill Investments, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2023.