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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $149M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 18.24%20.42% (+2.2%)

2% more capital invested

Capital invested by funds: $147M → $149M (+$2.6M)

5% less funds holding

Funds holding: 141134 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Barrett & Company
Rhode Island
$5.46K +$5.86K +750 New
CT
127
Caldwell Trust
Florida
$4.65K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.35K +301 +396%
WWM
129
Wolff Wiese Magana
California
$2K
FF
130
FourThought Financial
Florida
$2K +$2.36K +302 New
PA
131
Parallel Advisors
California
$1K
RCM
132
Rivernorth Capital Management
Florida
-$658K -86,026 Closed
KA
133
Kovack Advisors
Florida
-$276K -36,104 Closed
NRI
134
NFP Retirement Inc
California
-$192K -25,124 Closed
LA
135
Lifeworks Advisors
Michigan
-$176K -22,958 Closed
AWS
136
AJ Wealth Strategies
New York
-$168K -21,921 Closed
EP
137
Eudaimonia Partners
Tennessee
-$145K -18,900 Closed
Comerica Bank
138
Comerica Bank
Texas
-$113K -14,536 Closed
CA
139
Cetera Advisors
Colorado
-$110K -14,350 Closed
UCFA
140
United Capital Financial Advisors
Texas
-$104K -13,541 Closed
SG
141
StoneX Group
New York
-$86.4K -11,281 Closed
SFI
142
SPC Financial Inc
Maryland
-$78K -10,200 Closed
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
-$57K -7,507 Closed
TCWM
144
Total Clarity Wealth Management
Illinois
-$31K -3,999 Closed
GWM
145
Geneos Wealth Management
Colorado
-$27K -3,549 Closed
SWM
146
SeaCrest Wealth Management
New York
-$17K -2,170 Closed
PFS
147
Prospera Financial Services
Texas
-$11K -1,500 Closed
AIP
148
Ahrens Investment Partners
Louisiana
-$11K -1,400 Closed
FA
149
Financial Avengers
California
-$7K -931 Closed
VVP
150
Venture Visionary Partners
Ohio
-$3.66K -478 Closed

JPC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2022, worth a combined $149M — up 1.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of JPC and 16 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $149M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2022 was Bramshill Investments, an estimated $27M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.