We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280 → 287 (+7)

3.94% less ownership

Funds ownership: 24.36% → 20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.68M
2
IAIM
International Assets Investment Management
Florida
+$2.67M
3
GC
Guggenheim Capital
Illinois
+$1.95M
4
Jane Street
Jane Street
New York
+$1.74M
5
RJA
Raymond James & Associates
Florida
+$1.47M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$37.8M
2
Morgan Stanley
Morgan Stanley
New York
-$23.2M
3
AU
Algebris (UK)
United Kingdom
-$9.97M
4
PCM
Penserra Capital Management
California
-$9.9M
5
AA
AQR Arbitrage
Connecticut
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
76
Wedbush Securities
California
$603K -$32.7K -4,215 -5%
PS
77
Principal Securities
Iowa
$603K -$36.4K -4,694 -6%
P
78
&Partners
Tennessee
$592K +$569K +73,315 New
DAS
79
Diversify Advisory Services
Utah
$591K – – –
SC
80
Stolper & Co
Oklahoma
$542K -$9.15K -1,179 -2%
SWM
81
Spire Wealth Management
Virginia
$524K +$145K +18,727 +41%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$515K +$214K +27,569 +76%
WS
83
Wela Strategies
Georgia
$476K -$260K -33,495 -36%
RW
84
RVW Wealth
California
$472K – – –
MFWP
85
Mosaic Family Wealth Partners
Missouri
$472K – – –
CWM
86
Centurion Wealth Management
Virginia
$470K +$452K +58,235 New
SFS
87
Shaker Financial Services
Virginia
$464K +$442K +57,000 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$463K -$8.11K -1,045 -2%
CA
89
Carson Advisory
Georgia
$449K +$141K +18,128 +48%
Goldman Sachs
90
Goldman Sachs
New York
$448K +$431K +55,500 New
WLPWM
91
Walled Lake Planning & Wealth Management
Illinois
$446K – – –
SCA
92
Sage Capital Advisors
South Dakota
$442K +$19.2K +2,469 +5%
TC
93
TownSquare Capital
Utah
$434K +$574 +74 +0.1%
GP
94
Gridiron Partners
Pennsylvania
$427K – – –
LOPW
95
Live Oak Private Wealth
North Carolina
$415K – – –
HI
96
Harbour Investments
Wisconsin
$411K -$7.67K -988 -2%
XT
97
XTX Topco
Cayman Islands
$389K +$283K +36,491 +311%
OC
98
Oppenheimer & Co
New York
$382K +$1.5K +193 +0.4%
AAS
99
Ameritas Advisory Services
Nebraska
$380K -$20.6K -2,658 -5%
ASN
100
Advisory Services Network
Georgia
$377K – – –
2 3
4
5 6

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.