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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$169M
2
RCM
2
Rivernorth Capital Management
Florida
$64.9M
3
SIA
3
Sit Investment Associates
Minnesota
$44M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Invesco
5
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
OPS
2
Orion Portfolio Solutions
Nebraska
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
Creative Planning
4
Creative Planning
Kansas
$93K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
76
Whittier Trust
California
$667K +$667K +98,678 New
AWS
77
Atria Wealth Solutions
New York
$666K +$555K +82,092 +500%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$662K +$480K +71,014 +264%
Millennium Management
79
Millennium Management
New York
$654K +$654K +96,813 New
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$650K -$33.1K -4,897 -5%
SIC
81
Samalin Investment Counsel
New York
$626K +$626K +92,603 New
SDAM
82
Shulman DeMeo Asset Management
New York
$616K +$616K +91,169 New
Comerica Bank
83
Comerica Bank
Texas
$606K +$468K +69,174 +338%
EP
84
Eudaimonia Partners
Tennessee
$597K +$597K +88,320 New
AWM
85
Accel Wealth Management
Iowa
$561K +$561K +82,974 New
PS
86
Principal Securities
Iowa
$551K +$551K +81,443 New
ASFA
87
All Season Financial Advisors
Colorado
$535K +$535K +79,183 New
MSA
88
Marino Stram & Associates
Massachusetts
$535K +$535K +79,161 New
MFWP
89
Mosaic Family Wealth Partners
Missouri
$518K -$14.6K -2,159 -3%
LFAS
90
Level Four Advisory Services
Texas
$516K +$222K +32,858 +76%
FEG
91
Financial Enhancement Group
Indiana
$509K +$509K +74,568 New
SWM
92
Spire Wealth Management
Virginia
$498K +$455K +65,142 +1,058%
LA
93
LexAurum Advisors
Kansas
$484K +$146K +21,587 +43%
SC
94
Stolper & Co
Oklahoma
$460K +$460K +68,100 New
BI
95
Bramshill Investments
Florida
$455K +$64.1K +9,476 +16%
OC
96
Oppenheimer & Co
New York
$454K +$200K +29,576 +79%
Nomura Holdings
97
Nomura Holdings
Japan
$419K +$419K +61,942 New
BC
98
Burney Company
Virginia
$417K +$417K +61,700 New
OA
99
Operose Advisors
Wisconsin
$409K +$108K +16,041 +36%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$400K +$117K +17,251 +41%
2 3
4
5 6