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Nuveen Preferred & Income Opportunities Fund

139 hedge funds and large institutions have $196M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.52% less ownership

Funds ownership: 22.3%21.78% (-0.52%)

1% less funds holding

Funds holding: 140139 (-1)

13% less capital invested

Capital invested by funds: $225M → $196M (-$28.6M)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
46
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
76
DF Dent & Co
Maryland
$169K +$175K +19,723 New
SIG
77
Stonegate Investment Group
Alabama
$168K
AAS
78
Avantax Advisory Services
Texas
$165K -$605 -68 -0.4%
AWS
79
Atria Wealth Solutions
New York
$165K +$170K +19,125 New
EP
80
Eudaimonia Partners
Tennessee
$162K +$168K +18,900 New
CA
81
CoreCap Advisors
Michigan
$160K -$54.6K -6,146 -25%
PWP
82
Private Wealth Partners
California
$154K
XF
83
XML Financial
Maryland
$153K
SRC
84
Shufro Rose & Co
New York
$150K +$66.7K +7,500 +75%
SPIA
85
Steward Partners Investment Advisory
New York
$148K +$151 +17 +0.1%
OA
86
Oxbow Advisors
Texas
$143K
WWM
87
Western Wealth Management
Colorado
$142K +$148K +16,624 New
APA
88
American Portfolios Advisors
New York
$134K +$1.55K +174 +1%
ICG
89
InterOcean Capital Group
Tennessee
$129K +$13.3K +1,500 +11%
HCM
90
Hollencrest Capital Management
California
$125K
PWSG
91
Pacific Wealth Strategies Group
California
$125K +$1.15K +129 +0.9%
Comerica Bank
92
Comerica Bank
Texas
$124K +$1.68K +189 +1%
CA
93
Cetera Advisors
Colorado
$123K
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$121K -$43.8K -4,930 -26%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$117K +$4.73K +532 +4%
UCFA
96
United Capital Financial Advisors
Texas
$116K
FHA
97
Flagship Harbor Advisors
Massachusetts
$114K
ICM
98
Islay Capital Management
Texas
$114K
SIA
99
Schechter Investment Advisors
Michigan
$113K
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K +$114K +12,800 New

JPC Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2022, worth a combined $196M — down 13% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.64M. The largest seller was Sit Investment Associates, cutting an estimated $5.78M.

  • 139 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2022, down from 140 in Q4 2021.
  • Funds reported $196M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $3.64M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2022.