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Nuveen Preferred & Income Opportunities Fund

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280287 (+7)

3.94% less ownership

Funds ownership: 24.36%20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.35M +$47.6K +6,135 +4%
PAG
52
Private Advisor Group
New Jersey
$1.26M +$80.8K +10,409 +7%
Millennium Management
53
Millennium Management
New York
$988K +$657K +84,722 +225%
HighTower Advisors
54
HighTower Advisors
Illinois
$969K +$378K +48,689 +68%
CL
55
Choreo LLC
Illinois
$966K -$290K -37,412 -24%
KAS
56
Kestra Advisory Services
Texas
$944K +$95.3K +12,286 +12%
EGA
57
E&G Advisors
Texas
$869K -$12.4K -1,600 -1%
AA
58
AQR Arbitrage
Connecticut
$839K -$8.69M -1,120,072 -92%
Mariner
59
Mariner
Kansas
$835K -$70.8K -9,126 -8%
SIC
60
Samalin Investment Counsel
New York
$818K +$47.4K +6,115 +6%
PVM
61
Palogic Value Management
Texas
$818K
MWM
62
Melfa Wealth Management
Massachusetts
$816K -$25.1K -3,240 -3%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$750K -$17.8K -2,300 -2%
SDAM
64
Shulman DeMeo Asset Management
New York
$731K +$334 +43 +0%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$716K +$24.7K +3,187 +4%
BIA
66
Benchmark Investment Advisors
Illinois
$710K
BRWA
67
B. Riley Wealth Advisors
Florida
$686K +$262K +33,773 +66%
AWS
68
Atria Wealth Solutions
New York
$682K +$6.64K +856 +1%
Comerica Bank
69
Comerica Bank
Texas
$679K +$100K +12,884 +18%
BI
70
Bramshill Investments
Florida
$654K +$586K +75,569 +1,369%
TCM
71
Triumph Capital Management
Colorado
$653K +$622K +80,211 New
AWM
72
Accel Wealth Management
Iowa
$651K -$15.1K -1,951 -2%
ASFA
73
All Season Financial Advisors
Colorado
$648K +$4.19K +540 +0.7%
MSA
74
Marino Stram & Associates
Massachusetts
$639K
LFAS
75
Level Four Advisory Services
Texas
$633K +$55.1K +7,102 +10%

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.