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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$169M
2
RCM
2
Rivernorth Capital Management
Florida
$64.9M
3
SIA
3
Sit Investment Associates
Minnesota
$44M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Invesco
5
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
OPS
2
Orion Portfolio Solutions
Nebraska
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
Creative Planning
4
Creative Planning
Kansas
$93K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$1.79M +$1.67M +247,686 +1,454%
First Trust Advisors
52
First Trust Advisors
Illinois
$1.73M +$33.2K +4,908 +2%
SFS
53
Sowell Financial Services
Arkansas
$1.7M +$1.7M +251,567 New
CAN
54
Cetera Advisor Networks
California
$1.55M +$1.02M +151,345 +195%
DC
55
Davenport & Co
Virginia
$1.49M +$1.4M +206,925 +1,499%
NA
56
NewEdge Advisors
Louisiana
$1.47M +$995K +143,719 +211%
PFA
57
Petra Financial Advisors
Colorado
$1.4M +$1.4M +206,489 New
SOA
58
Sea Otter Advisors
Florida
$1.35M +$1.35M +200,200 New
MCA
59
MSH Capital Advisors
Arizona
$1.3M +$469K +69,429 +57%
PAG
60
Private Advisor Group
New Jersey
$1.24M +$426K +63,021 +53%
JWM
61
Jupiter Wealth Management
Colorado
$1.24M – – –
FC
62
FCA Corp
Texas
$1.2M +$1.2M +177,506 New
WAM
63
Wolverine Asset Management
Illinois
$1.17M +$474K +70,106 +68%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.17M +$532K +78,612 +84%
GWM
65
Geneos Wealth Management
Colorado
$1.11M +$1.11M +163,706 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.07M +$920K +136,145 +605%
WS
67
Wela Strategies
Georgia
$973K +$973K +143,916 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$877K +$749K +110,770 +584%
MC
69
Matisse Capital
Oregon
$829K +$829K +122,612 New
EGA
70
E&G Advisors
Texas
$766K -$174K -25,700 -18%
KAS
71
Kestra Advisory Services
Texas
$723K +$641K +94,810 +785%
Mariner
72
Mariner
Kansas
$718K +$718K +106,256 New
MWM
73
Melfa Wealth Management
Massachusetts
$706K +$280K +41,404 +66%
WS
74
Wedbush Securities
California
$703K +$428K +63,290 +156%
PVM
75
Palogic Value Management
Texas
$692K +$524K +77,556 +314%
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