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Nuveen Preferred & Income Opportunities Fund
JPC

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280 → 287 (+7)

3.94% less ownership

Funds ownership: 24.36% → 20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.68M
2
IAIM
International Assets Investment Management
Florida
+$2.67M
3
GC
Guggenheim Capital
Illinois
+$1.95M
4
Jane Street
Jane Street
New York
+$1.74M
5
RJA
Raymond James & Associates
Florida
+$1.47M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$37.8M
2
Morgan Stanley
Morgan Stanley
New York
-$23.2M
3
AU
Algebris (UK)
United Kingdom
-$9.97M
4
PCM
Penserra Capital Management
California
-$9.9M
5
AA
AQR Arbitrage
Connecticut
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
101
49 Wealth Management
Texas
$375K – – –
TCA
102
Transcend Capital Advisors
New Jersey
$367K -$3.3K -425 -0.9%
IAMOG
103
Investors Asset Management of Georgia
Georgia
$365K +$9.7K +1,250 +3%
PFS
104
Prospera Financial Services
Texas
$362K -$14.3K -1,837 -4%
IFG
105
Independent Financial Group
California
$361K +$2.71K +349 +0.8%
IAG
106
Investmark Advisory Group
Connecticut
$360K +$5.4K +696 +2%
OA
107
Operose Advisors
Wisconsin
$359K – – –
KPWS
108
Kestra Private Wealth Services
Texas
$349K +$44.2K +5,700 +15%
HIP
109
HUB Investment Partners
Texas
$340K -$125K -16,067 -28%
GS
110
GTS Securities
New York
$336K +$323K +41,637 New
BC
111
Burney Company
Virginia
$333K +$4.2K +541 +1%
AAS
112
Avantax Advisory Services
Texas
$331K -$5.33K -687 -2%
PAS
113
Park Avenue Securities
New York
$330K -$27.3K -3,523 -8%
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$307K – – –
JIR
115
James Investment Research
Ohio
$295K – – –
KWA
116
Kingswood Wealth Advisors
California
$287K +$276K +35,519 New
WT
117
Whittier Trust
California
$281K -$7.66K -987 -3%
PM
118
Penbrook Management
New York
$271K – – –
PWA
119
Prairie Wealth Advisors
Nebraska
$271K +$1.55K +200 +0.6%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$4.55K +586 +2%
RJT
121
Raymond James Trust
Florida
$258K -$86.5K -11,152 -26%
PTC
122
Private Trust Company
Ohio
$252K – – –
SRC
123
Shufro Rose & Co
New York
$249K – – –
WAS
124
Wealth Advisory Solutions
Indiana
$248K +$98.5K +12,701 +70%
SPIA
125
Steward Partners Investment Advisory
New York
$237K +$78.5K +10,113 +52%
3 4
5
6 7

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.