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Nuveen Preferred & Income Opportunities Fund
JPC

128 hedge funds and large institutions have $132M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.58% less ownership

Funds ownership: 20.01% → 19.42% (-0.58%)

2% less capital invested

Capital invested by funds: $135M → $132M (-$2.95M)

4% less funds holding

Funds holding: 134 → 128 (-6)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
33
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$1.68M
2
OPS
Orion Portfolio Solutions
Nebraska
+$1.68M
3
AA
AQR Arbitrage
Connecticut
+$1.17M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.1M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$710K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.1M
2
RCM
Rivernorth Capital Management
Florida
-$5.79M
3
CIA
Capital Investment Advisors
Georgia
-$634K
4
GC
Guggenheim Capital
Illinois
-$466K
5
BI
Bramshill Investments
Florida
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$71.2K +$1.46K +230 +2%
DDC
102
DF Dent & Co
Maryland
$71.1K +$69.5K +10,966 New
CAM
103
Cresset Asset Management
Illinois
$71.1K +$69K +10,891 New
SPC
104
Sigma Planning Corp
Michigan
$68.1K -$26.4K -4,165 -28%
EWM
105
Endurance Wealth Management
Rhode Island
$60K – – –
CBT
106
CoreFirst Bank & Trust
Kansas
$48K – – –
BFEC
107
Benjamin F. Edwards & Company
Missouri
$45K +$44.4K +7,000 New
SWM
108
Spire Wealth Management
Virginia
$39.3K +$659 +104 +2%
CFGS
109
Concourse Financial Group Securities
Alabama
$36.8K – – –
PTC
110
Private Trust Company
Ohio
$27.4K – – –
SIS
111
Sound Income Strategies
Florida
$25.3K – – –
HBW
112
Hazlett, Burt & Watson
West Virginia
$24K – – –
HCP
113
Hexagon Capital Partners
Arkansas
$21.9K – – –
FIA
114
FNY Investment Advisers
New York
$19K – – –
US Bancorp
115
US Bancorp
Minnesota
$14.5K +$14.2K +2,240 New
FWM
116
Focused Wealth Management
New York
$10.2K – – –
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$9.72K +$9.51K +1,500 New
CNBTD
118
Citizens National Bank Trust Department
Mississippi
$9.07K – – –
Citigroup
119
Citigroup
New York
$6.97K +$482 +76 +8%
CAS
120
Coppell Advisory Solutions
Texas
$5.15K +$5.08K +801 New
HCM
121
Hollencrest Capital Management
California
$5.06K +$4.95K +781 New
CT
122
Caldwell Trust
Florida
$4.33K – – –
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2.72K – – –
GI
124
Gradient Investments
Minnesota
$2.66K +$2.6K +410 New
WWM
125
Wolff Wiese Magana
California
$2.27K – – –
2 3 4
5
6

JPC Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2023, worth a combined $132M — down 2.2% from $135M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 17 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Brinker Capital Investments, adding an estimated $1.68M. The largest seller was Sit Investment Associates, cutting an estimated $6.1M.

  • 128 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2023, down from 134 in Q1 2023.
  • Funds reported $132M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 17 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2023 and 21 closed out, a net change of -4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2023 was Brinker Capital Investments, an estimated $1.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2023 was Sit Investment Associates, an estimated $6.1M sold.

Based on aggregated 13F filings for Q2 2023.