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Nuveen Preferred & Income Opportunities Fund
JPC

298 hedge funds and large institutions have $653M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 96 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,231% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 13

638% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 13

364% more capital invested

Capital invested by funds: $141M → $653M (+$512M)

113% more funds holding

Funds holding: 140 → 298 (+158)

70.81% more ownership

Funds ownership: 21.14% → 91.95% (+71%)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

Holders
298
Holders Change
+158
Holders Change %
+112.86%
% of All Funds
4.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
173
Increased
96
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$147M
2
RCM
Rivernorth Capital Management
Florida
+$50.4M
3
SIA
Sit Investment Associates
Minnesota
+$41.4M
4
UBS Group
UBS Group
Switzerland
+$19.8M
5
Invesco
Invesco
Georgia
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
FPCG
Forum Private Client Group
Indiana
-$2.79M
2
BCI
Brinker Capital Investments
Pennsylvania
-$1.79M
3
OPS
Orion Portfolio Solutions
Nebraska
-$1.79M
4
WP
Woodline Partners
California
-$565K
5
Creative Planning
Creative Planning
Kansas
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
76
Whittier Trust
California
$667K +$628K +98,678 New
AWS
77
Atria Wealth Solutions
New York
$666K +$522K +82,092 +500%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$662K +$452K +71,014 +264%
Millennium Management
79
Millennium Management
New York
$654K +$616K +96,813 New
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$650K -$31.1K -4,897 -5%
SIC
81
Samalin Investment Counsel
New York
$626K +$589K +92,603 New
SDAM
82
Shulman DeMeo Asset Management
New York
$616K +$580K +91,169 New
Comerica Bank
83
Comerica Bank
Texas
$606K +$440K +69,174 +338%
EP
84
Eudaimonia Partners
Tennessee
$597K +$562K +88,320 New
AWM
85
Accel Wealth Management
Iowa
$561K +$528K +82,974 New
PS
86
Principal Securities
Iowa
$551K +$518K +81,443 New
ASFA
87
All Season Financial Advisors
Colorado
$535K +$504K +79,183 New
MSA
88
Marino Stram & Associates
Massachusetts
$535K +$504K +79,161 New
MFWP
89
Mosaic Family Wealth Partners
Missouri
$518K -$13.7K -2,159 -3%
LFAS
90
Level Four Advisory Services
Texas
$516K +$209K +32,858 +76%
FEG
91
Financial Enhancement Group
Indiana
$509K +$474K +74,568 New
SWM
92
Spire Wealth Management
Virginia
$498K +$414K +65,142 +1,058%
LA
93
LexAurum Advisors
Kansas
$484K +$137K +21,587 +43%
SC
94
Stolper & Co
Oklahoma
$460K +$433K +68,100 New
BI
95
Bramshill Investments
Florida
$455K +$60.3K +9,476 +16%
OC
96
Oppenheimer & Co
New York
$454K +$188K +29,576 +79%
Nomura Holdings
97
Nomura Holdings
Japan
$419K +$394K +61,942 New
BC
98
Burney Company
Virginia
$417K +$392K +61,700 New
OA
99
Operose Advisors
Wisconsin
$409K +$102K +16,041 +36%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$400K +$110K +17,251 +41%
2 3
4
5 6

JPC Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2023, worth a combined $653M — up 364% from $141M a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new JPC positions and 13 closed out — a net gain of 160 holders — while 96 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $147M. The largest seller was Forum Private Client Group, exiting entirely with an estimated $2.79M sold.

  • 298 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2023, up from 140 in Q3 2023.
  • Funds reported $653M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2023, up 364% quarter-over-quarter.
  • 173 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2023 and 13 closed out, a net change of +160 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $147M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2023 was Forum Private Client Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2023.