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Nuveen Preferred & Income Opportunities Fund
JPC

139 hedge funds and large institutions have $196M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 22.3% → 21.78% (-0.52%)

1% less funds holding

Funds holding: 140 → 139 (-1)

13% less capital invested

Capital invested by funds: $225M → $196M (-$28.6M)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$3.64M
2
RCM
Rivernorth Capital Management
Florida
+$2.77M
3
PPA
Parametric Portfolio Associates
Washington
+$1.53M
4
RJA
Raymond James & Associates
Florida
+$1.48M
5
WAM
Wolverine Asset Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.78M
2
Morgan Stanley
Morgan Stanley
New York
-$3.71M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$2.56M
4
HIP
HUB Investment Partners
Texas
-$2.55M
5
BI
Bramshill Investments
Florida
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
126
Brown Brothers Harriman & Co
New York
$25K – – –
IWP
127
IAG Wealth Partners
Wisconsin
$23K – – –
VNA
128
Valley National Advisers
Pennsylvania
$17K +$15.9K +1,785 +830%
FIA
129
FNY Investment Advisers
New York
$17K +$17.8K +2,000 New
FWM
130
Focused Wealth Management
New York
$14K – – –
AIP
131
Ahrens Investment Partners
Louisiana
$12K – – –
CNBTD
132
Citizens National Bank Trust Department
Mississippi
$11K – – –
FA
133
Financial Avengers
California
$8K +$142 +16 +2%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$6.86K – – –
BFEC
135
Benjamin F. Edwards & Company
Missouri
$6K -$18.2K -2,042 -76%
AF
136
Advisornet Financial
Minnesota
$6K +$5.87K +660 New
CT
137
Caldwell Trust
Florida
$5.74K – – –
WWM
138
Wolff Wiese Magana
California
$3K – – –
PA
139
Parallel Advisors
California
$1K – – –
Millennium Management
140
Millennium Management
New York
– -$278K -28,452 Closed
NCM
141
Noesis Capital Mangement
Florida
– -$221K -22,600 Closed
DADC
142
D.A. Davidson & Co
Montana
– -$206K -21,183 Closed
AGP
143
Autumn Glory Partners
Texas
– -$170K -17,336 Closed
BS
144
Boenning & Scattergood
Pennsylvania
– -$126K -12,900 Closed
Walleye Capital
145
Walleye Capital
New York
– -$121K -12,393 Closed
LP
146
Lloyd Park
Illinois
– -$102K -10,500 Closed
KOMWMG
147
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$102K -10,402 Closed
Nomura Holdings
148
Nomura Holdings
Japan
– -$98K -10,000 Closed
TCWM
149
Total Clarity Wealth Management
Illinois
– -$39K -3,999 Closed
SCM
150
Segantii Capital Management
Hong Kong
– -$35K -3,600 Closed
3 4 5
6
7

JPC Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2022, worth a combined $196M — down 13% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.64M. The largest seller was Sit Investment Associates, cutting an estimated $5.78M.

  • 139 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2022, down from 140 in Q4 2021.
  • Funds reported $196M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $3.64M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2022.