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Nuveen Preferred & Income Opportunities Fund
JPC

297 hedge funds and large institutions have $496M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

3% more funds holding

Funds holding: 287 → 297 (+10)

0.68% less ownership

Funds ownership: 20.42% → 19.74% (-0.68%)

5% less capital invested

Capital invested by funds: $523M → $496M (-$27.5M)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
89
Reduced
74
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.81M
2
IWA
IBEX Wealth Advisors
New Jersey
+$2.63M
3
PCM
Prelude Capital Management
New York
+$2.41M
4
GC
Guggenheim Capital
Illinois
+$2.18M
5
FC
FCA Corp
Texas
+$1.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
CIA
Capital Investment Advisors
Georgia
-$5.65M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.55M
4
SIA
Sit Investment Associates
Minnesota
-$3.87M
5
Cohen & Steers
Cohen & Steers
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
101
Tectonic Advisors
Texas
$393K +$402K +50,000 New
OWCM
102
One Wealth Capital Management
Arizona
$377K +$386K +47,965 New
CA
103
Carson Advisory
Georgia
$373K -$66K -8,205 -15%
SPIA
104
Steward Partners Investment Advisory
New York
$371K +$144K +17,845 +61%
IAMOG
105
Investors Asset Management of Georgia
Georgia
$356K – – –
IAG
106
Investmark Advisory Group
Connecticut
$350K -$467 -58 -0.1%
NFC
107
Northstar Financial Companies
Pennsylvania
$350K +$358K +44,483 New
OA
108
Operose Advisors
Wisconsin
$349K – – –
CL
109
Choreo LLC
Illinois
$341K -$617K -76,741 -64%
PFS
110
Prospera Financial Services
Texas
$332K -$21.8K -2,713 -6%
HIP
111
HUB Investment Partners
Texas
$322K -$10.3K -1,282 -3%
OC
112
Oppenheimer & Co
New York
$319K -$55K -6,832 -14%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$316K +$99.4K +12,359 +44%
IA
114
IFG Advisory
Georgia
$315K +$322K +40,081 New
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$299K – – –
PMWMG
116
Parr McKnight Wealth Management Group
Minnesota
$297K +$304K +37,846 New
JIR
117
James Investment Research
Ohio
$287K – – –
SG
118
StoneX Group
New York
$275K +$282K +34,999 New
BC
119
Burney Company
Virginia
$274K -$51.6K -6,421 -16%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$267K -$240K -29,890 -47%
PWA
121
Prairie Wealth Advisors
Nebraska
$265K +$4.02K +500 +2%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$263K +$70.5K +8,760 +35%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$88 +11 +0%
PAS
124
Park Avenue Securities
New York
$260K -$62.8K -7,807 -19%
PTC
125
Private Trust Company
Ohio
$245K – – –
3 4
5
6 7

JPC Hedge Fund Activity: Q4 2024 in Review

297 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2024, worth a combined $496M — down 5.3% from $523M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new JPC positions and 40 closed out — a net gain of 15 holders — while 89 added to existing stakes and 74 trimmed.

The largest buyer was Bank of America, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 297 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2024, up from 287 in Q3 2024.
  • Funds reported $496M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 55 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2024 and 40 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2024 was Bank of America, an estimated $4.81M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.