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Nuveen Preferred & Income Opportunities Fund

122 hedge funds and large institutions have $207M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
40
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
101
Atlas Private Wealth Advisors
New Jersey
$70K
JIR
102
James Investment Research
Ohio
$70K
OC
103
Oakworth Capital
Alabama
$60K
AFG
104
Albion Financial Group
Utah
$50K +$50K +5,000 New
CFA
105
Carroll Financial Associates
North Carolina
$49K
AWA
106
Arkadios Wealth Advisors
Georgia
$49K +$39.5K +3,970 +414%
SIS
107
Sound Income Strategies
Florida
$39K
GWM
108
Geneos Wealth Management
Colorado
$35K
TJHA
109
Thomas J. Herzfeld Advisors
Florida
$28K
HNB
110
Huntington National Bank
Ohio
$25K
ASN
111
Advisory Services Network
Georgia
$22K +$22K +2,211 New
FWM
112
Focused Wealth Management
New York
$16K
RFA
113
Reilly Financial Advisors
California
$14K
JCM
114
Jacobi Capital Management
Pennsylvania
$12K
PFBT
115
Parkside Financial Bank & Trust
Missouri
$10K +$10K +998 New
FA
116
Financial Avengers
California
$9K
AssetMark Inc
117
AssetMark Inc
California
$9K +$9K +922 New
NFG
118
Next Financial Group
Texas
$5K
FHC
119
First Horizon Corporation
Tennessee
$3K +$3K +400 New
VNA
120
Valley National Advisers
Pennsylvania
$2K +$2K +215 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K
PA
122
Parallel Advisors
California
$1K
BBHC
123
Brown Brothers Harriman & Co
New York
$29
CC
124
Claybrook Capital
Massachusetts
-$1.8M -189,745 Closed
WAM
125
Wolverine Asset Management
Illinois
-$665K -70,114 Closed