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Nuveen Preferred & Income Opportunities Fund
JPC

139 hedge funds and large institutions have $196M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 22.3% → 21.78% (-0.52%)

1% less funds holding

Funds holding: 140 → 139 (-1)

13% less capital invested

Capital invested by funds: $225M → $196M (-$28.6M)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$3.64M
2
RCM
Rivernorth Capital Management
Florida
+$2.77M
3
PPA
Parametric Portfolio Associates
Washington
+$1.53M
4
RJA
Raymond James & Associates
Florida
+$1.48M
5
WAM
Wolverine Asset Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.78M
2
Morgan Stanley
Morgan Stanley
New York
-$3.71M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$2.56M
4
HIP
HUB Investment Partners
Texas
-$2.55M
5
BI
Bramshill Investments
Florida
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$101K -$693 -78 -0.7%
CFGS
102
Concourse Financial Group Securities
Alabama
$94K -$31.1K -3,494 -24%
SWM
103
Spire Wealth Management
Virginia
$93K -$285K -32,047 -75%
CBT
104
CoreFirst Bank & Trust
Kansas
$92K – – –
PAG
105
Private Advisory Group
Washington
$92K – – –
DC
106
Davenport & Co
Virginia
$90K +$93.3K +10,500 New
SAM
107
SignalPoint Asset Management
Missouri
$88K +$996 +112 +1%
CF
108
Centaurus Financial
California
$87K +$90K +10,121 New
CCM
109
Covington Capital Management
California
$86K – – –
FAG
110
Fortitude Advisory Group
Washington
$86K +$10.4K +1,170 +13%
PFS
111
Prospera Financial Services
Texas
$83K +$85.6K +9,630 New
HA
112
Herold Advisors
New York
$67.4K +$69.8K +7,852 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$64K -$32.5K -3,652 -33%
SLWA
114
San Luis Wealth Advisors
California
$61K +$55.5K +6,238 New
JIR
115
James Investment Research
Ohio
$60K – – –
OC
116
Oakworth Capital
Alabama
$43K -$8.89K -1,000 -17%
CYG
117
Clean Yield Group
Vermont
$43K – – –
IA
118
IFP Advisors
Florida
$38K +$32.9K +3,700 New
FFWM
119
Future Financial Wealth Management
Ohio
$34K – – –
SIS
120
Sound Income Strategies
Florida
$33K – – –
HBW
121
Hazlett, Burt & Watson
West Virginia
$31K +$32.3K +3,634 New
GWM
122
Geneos Wealth Management
Colorado
$30K – – –
HCP
123
Hexagon Capital Partners
Arkansas
$29K – – –
Citigroup
124
Citigroup
New York
$29K +$30.2K +3,400 New
AWM
125
Accel Wealth Management
Iowa
$26K +$27.1K +3,050 New
3 4
5
6 7

JPC Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2022, worth a combined $196M — down 13% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.64M. The largest seller was Sit Investment Associates, cutting an estimated $5.78M.

  • 139 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2022, down from 140 in Q4 2021.
  • Funds reported $196M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $3.64M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2022.