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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.38% less ownership

Funds ownership: 20.39%20.01% (-0.38%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 137134 (-3)

13% less capital invested

Capital invested by funds: $155M → $135M (-$19.8M)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
41
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$71.1K +$28.3K +3,874 +117%
AWM
102
Apollon Wealth Management
South Carolina
$70.8K +$957 +131 +1%
CF
103
Centaurus Financial
California
$67K +$7 +1 +0%
AAS
104
Avantax Advisory Services
Texas
$66.7K +$74.1K +10,141 New
HA
105
Herold Advisors
New York
$66.4K +$7 +1 +0%
GFG
106
Goldstone Financial Group
Illinois
$65.9K +$73.2K +10,020 New
EWM
107
Endurance Wealth Management
Rhode Island
$61K +$68.2K +9,328 New
CBT
108
CoreFirst Bank & Trust
Kansas
$48.8K
JIR
109
James Investment Research
Ohio
$46K
SWM
110
Spire Wealth Management
Virginia
$39.2K +$8.33K +1,140 +24%
CFGS
111
Concourse Financial Group Securities
Alabama
$37.4K
PTC
112
Private Trust Company
Ohio
$27.9K
SIS
113
Sound Income Strategies
Florida
$25.7K
HBW
114
Hazlett, Burt & Watson
West Virginia
$24K
HCP
115
Hexagon Capital Partners
Arkansas
$22.3K
ASN
116
Advisory Services Network
Georgia
$21.4K +$110 +15 +0.5%
AWM
117
Accel Wealth Management
Iowa
$20.1K
FIA
118
FNY Investment Advisers
New York
$19K +$21.9K +3,000 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.1K +1,924 +512%
HGERS
120
Householder Group Estate & Retirement Specialist
Arizona
$13K +$14.8K +2,021 New
BAM
121
Belpointe Asset Management
Nevada
$10.7K
FWM
122
Focused Wealth Management
New York
$10.4K
CNBTD
123
Citizens National Bank Trust Department
Mississippi
$9.21K
AIP
124
Ahrens Investment Partners
Louisiana
$9.21K +$10.2K +1,400 New
Citigroup
125
Citigroup
New York
$6.58K

JPC Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2023, worth a combined $135M — down 13% from $155M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 20 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 41 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Bramshill Investments, cutting an estimated $10.6M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2023, down 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2023 was Bramshill Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.