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Nuveen Preferred & Income Opportunities Fund

135 hedge funds and large institutions have $155M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
34
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
76
Exencial Wealth Advisors
Oklahoma
$150K -$51.6K -7,090 -26%
MCC
77
Money Concepts Capital
Florida
$148K +$148K +20,364 New
ICG
78
InterOcean Capital Group
Tennessee
$146K
SIG
79
Stonegate Investment Group
Alabama
$143K
AWS
80
Atria Wealth Solutions
New York
$140K -$3.64K -500 -3%
LF
81
LifeSteps Financial
California
$139K +$139K +19,100 New
CA
82
CoreCap Advisors
Michigan
$139K +$3.04K +417 +2%
BRWA
83
B. Riley Wealth Advisors
Florida
$137K +$46.6K +6,406 +52%
Creative Planning
84
Creative Planning
Kansas
$136K -$15.4K -2,110 -10%
SRC
85
Shufro Rose & Co
New York
$127K
SHGA
86
Sand Hill Global Advisors
California
$124K +$124K +16,990 New
OA
87
Oxbow Advisors
Texas
$121K
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$119K +$28K +3,853 +31%
SPIA
89
Steward Partners Investment Advisory
New York
$116K -$21.5K -2,956 -16%
SPC
90
Sigma Planning Corp
Michigan
$107K +$7.66K +1,052 +8%
WAM
91
Wolverine Asset Management
Illinois
$106K +$106K +14,589 New
DC
92
Davenport & Co
Virginia
$105K
BPA
93
Beacon Pointe Advisors
California
$104K -$5.33K -732 -5%
TSS
94
Two Sigma Securities
New York
$104K +$104K +14,331 New
Walleye Capital
95
Walleye Capital
New York
$101K +$16.2K +2,231 +19%
SIA
96
Schechter Investment Advisors
Michigan
$96.3K
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.2K
Cerity Partners
98
Cerity Partners
New York
$91.4K +$91.4K +12,552 New
SVWAG
99
Sound View Wealth Advisors Group
Georgia
$79.6K +$79.6K +11,770 New
CW
100
CIC Wealth
Maryland
$78.6K +$78.6K +10,800 New