Nuveen Preferred & Income Opportunities Fund
140 hedge funds and large institutions have $225M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
11% more funds holding
Funds holding: 126 → 140 (+14)
11% more capital invested
Capital invested by funds: $203M → $225M (+$21.9M)
2.48% more ownership
Funds ownership: 19.83% → 22.3% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$8.15M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.97M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$4.74M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$4.17M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$2.67M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.62M |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1M |
| 5 |
Cohen & Steers
New York
|
-$612K |
JPC Hedge Fund Activity: Q4 2021 in Review
140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2021, worth a combined $225M — up 11% from $203M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new JPC positions and 14 closed out — a net gain of 19 holders — while 39 added to existing stakes and 33 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $8.15M. The largest seller was Moors & Cabot, cutting an estimated $2.67M.
- 140 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2021, up from 126 in Q3 2021.
- Funds reported $225M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2021, up 11% quarter-over-quarter.
- 33 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2021 and 14 closed out, a net change of +19 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2021 was Bramshill Investments, an estimated $8.15M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2021.