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Nuveen Preferred & Income Opportunities Fund
JPC

126 hedge funds and large institutions have $203M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

2% more funds holding

Funds holding: 124 → 126 (+2)

0.16% less ownership

Funds ownership: 19.99% → 19.83% (-0.16%)

2% less capital invested

Capital invested by funds: $208M → $203M (-$4.65M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
36
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$4.97M
2
MC
Moors & Cabot
Massachusetts
+$2.78M
3
CC
Claybrook Capital
Massachusetts
+$1.89M
4
EGA
E&G Advisors
Texas
+$1.73M
5
SIA
Sit Investment Associates
Minnesota
+$1.17M

Top Sellers

1
BI
Bramshill Investments
Florida
-$10.8M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$4.74M
3
Cohen & Steers
Cohen & Steers
New York
-$1.21M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.03M
5
FFA
First Foundation Advisors
California
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$75K – – –
APA
102
American Portfolios Advisors
New York
$72.3K – – –
APWA
103
Atlas Private Wealth Advisors
New Jersey
$69K – – –
JIR
104
James Investment Research
Ohio
$69K – – –
OC
105
Oakworth Capital
Alabama
$59K – – –
Citigroup
106
Citigroup
New York
$56K -$137K -13,699 -71%
AFG
107
Albion Financial Group
Utah
$50K – – –
CFA
108
Carroll Financial Associates
North Carolina
$49K – – –
TCWM
109
Total Clarity Wealth Management
Illinois
$40K +$39.9K +3,999 New
SIS
110
Sound Income Strategies
Florida
$39K – – –
GWM
111
Geneos Wealth Management
Colorado
$35K – – –
HCP
112
Hexagon Capital Partners
Arkansas
$34K +$33.8K +3,385 New
TJHA
113
Thomas J. Herzfeld Advisors
Florida
$28K – – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$27K -$1.03M -103,582 -97%
FWM
115
Focused Wealth Management
New York
$16K – – –
RFA
116
Reilly Financial Advisors
California
$14K – – –
PFBT
117
Parkside Financial Bank & Trust
Missouri
$10K – – –
FA
118
Financial Avengers
California
$9K +$140 +14 +2%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$7.92K +$7.98K +800 New
CT
120
Caldwell Trust
Florida
$6.62K – – –
HNB
121
Huntington National Bank
Ohio
$6K – – –
AWA
122
Arkadios Wealth Advisors
Georgia
$5K -$43.4K -4,353 -88%
NFG
123
Next Financial Group
Texas
$5K – – –
FHA
124
First Horizon Advisors
Tennessee
$4K +$3.99K +400 New
VNA
125
Valley National Advisers
Pennsylvania
$2K – – –
2 3 4
5
6

JPC Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2021, worth a combined $203M — down 2.2% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPC positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 30 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.97M. The largest seller was Bramshill Investments, cutting an estimated $10.8M.

  • 126 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $203M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2021 and 11 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $4.97M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2021 was Bramshill Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.