JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$169M
2
RCM
2
Rivernorth Capital Management
Florida
$64.9M
3
SIA
3
Sit Investment Associates
Minnesota
$44M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Invesco
5
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
OPS
2
Orion Portfolio Solutions
Nebraska
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$0
4
Creative Planning
4
Creative Planning
Kansas
$93K
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
101
RVW Wealth
California
$395K – – –
TC
102
TownSquare Capital
Utah
$377K +$377K +55,804 New
MTIM
103
Marathon Trading Investment Management
Pennsylvania
$372K +$372K +55,000 New
GP
104
Gridiron Partners
Pennsylvania
$358K +$358K +52,969 New
HI
105
Harbour Investments
Wisconsin
$351K +$71.5K +10,579 +26%
CL
106
CSS LLC
Illinois
$349K +$349K +51,605 New
LOPW
107
Live Oak Private Wealth
North Carolina
$348K – – –
IAIM
108
International Assets Investment Management
Florida
$333K +$333K +49,259 New
WLPWM
109
Walled Lake Planning & Wealth Management
Illinois
$329K +$329K +48,719 New
BRWA
110
B. Riley Wealth Advisors
Florida
$329K +$253K +37,391 +331%
OWMIAS
111
One Wealth Management Investment & Advisory Services
Florida
$324K +$324K +47,965 New
4WM
112
49 Wealth Management
Texas
$314K +$314K +46,409 New
RJT
113
Raymond James Trust
Florida
$301K +$301K +44,513 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$296K +$296K +43,820 New
SCA
115
Sage Capital Advisors
South Dakota
$296K +$296K +43,728 New
IAG
116
Investmark Advisory Group
Connecticut
$284K +$284K +42,030 New
EAM
117
Eschler Asset Management
United Kingdom
$282K +$282K +39,000 New
CTC
118
Central Trust Company
Missouri
$276K +$276K +40,832 New
IAMOG
119
Investors Asset Management of Georgia
Georgia
$276K +$40.3K +6,000 +17%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$268K +39,643 New
CCG
121
Catalina Capital Group
California
$267K +$267K +39,429 New
CRC
122
Curi RMB Capital
Illinois
$254K – – –
AAS
123
Avantax Advisory Services
Texas
$250K +$250K +37,019 New
PIWA
124
Prevail Innovative Wealth Advisors
Kansas
$240K +$240K +35,493 New
BRA
125
Biechele Royce Advisors
Indiana
$236K +$5.41K +800 +2%
3 4
5
6 7