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Nuveen Preferred & Income Opportunities Fund

138 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, 38 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+14
Holders Change %
+11.29%
% 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
33
Increased
38
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
101
CoreFirst Bank & Trust
Kansas
$105K
KOMWMG
102
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$102K +$102K +10,402 New
LP
103
Lloyd Park
Illinois
$102K +$102K +10,500 New
SAM
104
SignalPoint Asset Management
Missouri
$99K +$1.05K +108 +1%
CCM
105
Covington Capital Management
California
$98K
SRC
106
Shufro Rose & Co
New York
$98K
Nomura Holdings
107
Nomura Holdings
Japan
$98K +$98K +10,000 New
FAG
108
Fortitude Advisory Group
Washington
$86K +$86K +8,801 New
JIR
109
James Investment Research
Ohio
$68K
CFA
110
Carroll Financial Associates
North Carolina
$64K +$16.9K +1,800 +36%
OC
111
Oakworth Capital
Alabama
$59K
CYG
112
Clean Yield Group
Vermont
$49K -$98K -10,000 -67%
TCWM
113
Total Clarity Wealth Management
Illinois
$39K
FFWM
114
Future Financial Wealth Management
Ohio
$39K +$39K +4,000 New
SIS
115
Sound Income Strategies
Florida
$38K
SCM
116
Segantii Capital Management
Hong Kong
$35K +$35K +3,600 New
GWM
117
Geneos Wealth Management
Colorado
$34K
HCP
118
Hexagon Capital Partners
Arkansas
$33K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$26K
IWP
120
IAG Wealth Partners
Wisconsin
$26K +$26K +2,711 New
CT
121
Cambridge Trust
Massachusetts
$20K +$20K +2,000 New
FWM
122
Focused Wealth Management
New York
$15K
RFA
123
Reilly Financial Advisors
California
$14K
AIP
124
Ahrens Investment Partners
Louisiana
$14K +$14K +1,400 New
CNBTD
125
Citizens National Bank Trust Department
Mississippi
$14K +$14K +1,400 New