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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $149M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 18.24%20.42% (+2.2%)

2% more capital invested

Capital invested by funds: $147M → $149M (+$2.6M)

5% less funds holding

Funds holding: 141134 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$72K +$1.61K +206 +2%
CCM
102
Covington Capital Management
California
$70K
CF
103
Centaurus Financial
California
$70K +$23 +3 +0%
CFGS
104
Concourse Financial Group Securities
Alabama
$66K -$11.3K -1,441 -13%
CBT
105
CoreFirst Bank & Trust
Kansas
$52K
JIR
106
James Investment Research
Ohio
$49K
SAM
107
Selway Asset Management
$47K +$52.7K +6,750 New
IA
108
IFP Advisors
Florida
$43K +$1.55K +199 +5%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$39K -$58.7K -7,515 -58%
ICM
110
Islay Capital Management
Texas
$35K -$64.9K -8,308 -62%
OC
111
Oakworth Capital
Alabama
$35K
FHA
112
First Horizon Advisors
Tennessee
$34K
SWM
113
Spire Wealth Management
Virginia
$32K -$17.1K -2,187 -32%
MAM
114
Marquette Asset Management
Minnesota
$29K -$7.17K -917 -18%
PTC
115
Private Trust Company
Ohio
$29K
SIS
116
Sound Income Strategies
Florida
$27K
HBW
117
Hazlett, Burt & Watson
West Virginia
$25K +$86 +11 +0.3%
HCP
118
Hexagon Capital Partners
Arkansas
$24K
AWM
119
Accel Wealth Management
Iowa
$22K
IWP
120
IAG Wealth Partners
Wisconsin
$19K
FIA
121
FNY Investment Advisers
New York
$13K
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$13K +$15.2K +1,939 New
FWM
123
Focused Wealth Management
New York
$11K
CNBTD
124
Citizens National Bank Trust Department
Mississippi
$10K
Citigroup
125
Citigroup
New York
$7K -$26.6K -3,400 -77%

JPC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2022, worth a combined $149M — up 1.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of JPC and 16 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $149M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2022 was Bramshill Investments, an estimated $27M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.