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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $149M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 18.24%20.42% (+2.2%)

2% more capital invested

Capital invested by funds: $147M → $149M (+$2.6M)

5% less funds holding

Funds holding: 141134 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
76
Virtu Financial
New York
$139K +$156K +20,020 New
AWS
77
Atria Wealth Solutions
New York
$138K +$154K +19,725 New
SIG
78
Stonegate Investment Group
Alabama
$136K
IFG
79
Independent Financial Group
California
$132K -$6.72K -860 -4%
SPIA
80
Steward Partners Investment Advisory
New York
$131K +$227 +29 +0.2%
CA
81
CoreCap Advisors
Michigan
$129K
WWM
82
Western Wealth Management
Colorado
$125K +$703 +90 +0.5%
SRC
83
Shufro Rose & Co
New York
$122K
OA
84
Oxbow Advisors
Texas
$116K
AAS
85
Avantax Advisory Services
Texas
$112K -$27.9K -3,566 -18%
BPA
86
Beacon Pointe Advisors
California
$105K +$118K +15,073 New
DC
87
Davenport & Co
Virginia
$100K +$30.7K +3,930 +37%
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$98K
SPC
89
Sigma Planning Corp
Michigan
$95K +$273 +35 +0.3%
PWP
90
Private Wealth Partners
California
$94K -$23.4K -3,000 -18%
FHA
91
Flagship Harbor Advisors
Massachusetts
$92K
SIA
92
Schechter Investment Advisors
Michigan
$92K
CCP
93
Clarkston Capital Partners
Michigan
$90K +$102K +13,000 New
BRWA
94
B. Riley Wealth Advisors
Florida
$87K +$5.31K +680 +6%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$86K -$32.9K -4,210 -25%
Walleye Capital
96
Walleye Capital
New York
$81K +$91.4K +11,698 New
XF
97
XML Financial
Maryland
$78K
HCM
98
Hollencrest Capital Management
California
$77K
PAG
99
Private Advisory Group
Washington
$75K
SAM
100
SignalPoint Asset Management
Missouri
$73K +$1.05K +134 +1%

JPC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2022, worth a combined $149M — up 1.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of JPC and 16 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $149M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2022 was Bramshill Investments, an estimated $27M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.