We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.38% less ownership

Funds ownership: 20.39%20.01% (-0.38%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 137134 (-3)

13% less capital invested

Capital invested by funds: $155M → $135M (-$19.8M)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
41
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$146K
NAS
77
NWF Advisory Services
California
$144K +$162K +22,200 New
JP Morgan Chase
78
JP Morgan Chase
New York
$141K +$141K +19,311 +914%
DWP
79
Daymark Wealth Partners
Ohio
$129K +$143K +19,609 New
SIG
80
Stonegate Investment Group
Alabama
$129K
EWA
81
Exencial Wealth Advisors
Oklahoma
$128K -$8.73K -1,194 -6%
LF
82
LifeSteps Financial
California
$126K
BRWA
83
B. Riley Wealth Advisors
Florida
$125K
IW
84
Imprint Wealth
South Carolina
$121K +$134K +18,300 New
AWS
85
Atria Wealth Solutions
New York
$117K -$11.7K -1,600 -8%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$117K +$10.7K +1,458 +9%
SRC
87
Shufro Rose & Co
New York
$115K
IFG
88
Independent Financial Group
California
$110K -$16.7K -2,287 -12%
SPIA
89
Steward Partners Investment Advisory
New York
$105K +$132 +18 +0.1%
SPC
90
Sigma Planning Corp
Michigan
$96.6K +$161 +22 +0.2%
BPA
91
Beacon Pointe Advisors
California
$94.4K
Creative Planning
92
Creative Planning
Kansas
$92.5K -$33.8K -4,625 -25%
DC
93
Davenport & Co
Virginia
$90.8K -$4.57K -625 -4%
SIA
94
Schechter Investment Advisors
Michigan
$87K
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.2K
Cerity Partners
96
Cerity Partners
New York
$82.6K
CA
97
Cetera Advisors
Colorado
$82.6K +$91.7K +12,550 New
SFC
98
Strategic Financial Concepts
Texas
$80.6K +$89.5K +12,250 New
Mariner
99
Mariner
Kansas
$76K +$84.7K +11,584 New
Walleye Capital
100
Walleye Capital
New York
$73K -$20.7K -2,839 -20%

JPC Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2023, worth a combined $135M — down 13% from $155M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 20 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 41 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Bramshill Investments, cutting an estimated $10.6M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2023, down 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2023 was Bramshill Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.