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Nuveen Preferred & Income Opportunities Fund
JPC

140 hedge funds and large institutions have $225M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

11% more funds holding

Funds holding: 126 → 140 (+14)

11% more capital invested

Capital invested by funds: $203M → $225M (+$21.9M)

2.48% more ownership

Funds ownership: 19.83% → 22.3% (+2.5%)

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
39
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.15M
2
SIA
Sit Investment Associates
Minnesota
+$4.97M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$4.74M
4
Invesco
Invesco
Georgia
+$4.17M
5
SFS
Shaker Financial Services
Virginia
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
MC
Moors & Cabot
Massachusetts
-$2.67M
2
CAN
Cetera Advisor Networks
California
-$1.62M
3
IWA
IBEX Wealth Advisors
New Jersey
-$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
5
Cohen & Steers
Cohen & Steers
New York
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
101
CoreFirst Bank & Trust
Kansas
$105K – – –
PAG
102
Private Advisory Group
Washington
$105K – – –
KOMWMG
103
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$102K +$101K +10,402 New
LP
104
Lloyd Park
Illinois
$102K +$102K +10,500 New
SAM
105
SignalPoint Asset Management
Missouri
$99K +$1.04K +108 +1%
CCM
106
Covington Capital Management
California
$98K – – –
SRC
107
Shufro Rose & Co
New York
$98K – – –
Nomura Holdings
108
Nomura Holdings
Japan
$98K +$96.7K +10,000 New
FAG
109
Fortitude Advisory Group
Washington
$86K +$85.1K +8,801 New
JIR
110
James Investment Research
Ohio
$68K – – –
CFA
111
Carroll Financial Associates
North Carolina
$64K +$17.4K +1,800 +36%
OC
112
Oakworth Capital
Alabama
$59K – – –
CYG
113
Clean Yield Group
Vermont
$49K -$96.7K -10,000 -67%
TCWM
114
Total Clarity Wealth Management
Illinois
$39K – – –
FFWM
115
Future Financial Wealth Management
Ohio
$39K +$38.7K +4,000 New
SIS
116
Sound Income Strategies
Florida
$38K – – –
SCM
117
Segantii Capital Management
Hong Kong
$35K +$34.8K +3,600 New
GWM
118
Geneos Wealth Management
Colorado
$34K – – –
HCP
119
Hexagon Capital Partners
Arkansas
$33K – – –
BFEC
120
Benjamin F. Edwards & Company
Missouri
$26K – – –
IWP
121
IAG Wealth Partners
Wisconsin
$26K +$26.2K +2,711 New
CT
122
Cambridge Trust
Massachusetts
$20K +$19.3K +2,000 New
FWM
123
Focused Wealth Management
New York
$15K – – –
RFA
124
Reilly Financial Advisors
California
$14K – – –
AIP
125
Ahrens Investment Partners
Louisiana
$14K +$13.5K +1,400 New
3 4
5
6 7

JPC Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2021, worth a combined $225M — up 11% from $203M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JPC positions and 14 closed out — a net gain of 19 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.15M. The largest seller was Moors & Cabot, cutting an estimated $2.67M.

  • 140 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2021, up from 126 in Q3 2021.
  • Funds reported $225M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 33 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2021 and 14 closed out, a net change of +19 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2021 was Bramshill Investments, an estimated $8.15M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2021 was Moors & Cabot, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2021.