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

Top Sellers

1
FPCG
Forum Private Client Group
Indiana
$0
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
OPS
Orion Portfolio Solutions
Nebraska
$0
4
Creative Planning
Creative Planning
Kansas
$93K
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
126
HUB Investment Partners
Texas
$235K -$379 -56 -0.2%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$233K +$161K +23,840 +224%
CSC
128
Caldwell Sutter Capital
California
$229K +$229K +33,864 New
DWP
129
Daymark Wealth Partners
Ohio
$229K +$229K +33,814 New
PM
130
Penbrook Management
New York
$227K +$227K +33,621 New
ICMP
131
Integrated Capital Management (Pennsylvania)
Pennsylvania
$219K +$219K +32,365 New
MIC
132
Meridian Investment Counsel
California
$215K -$6.76K -1,000 -3%
PFS
133
Prospera Financial Services
Texas
$212K +$119K +17,659 +130%
PTC
134
Private Trust Company
Ohio
$211K +$182K +26,936 +636%
PCM
135
Parsons Capital Management
Rhode Island
$206K +$206K +30,526 New
CIA
136
Concurrent Investment Advisors
Florida
$202K +$202K +29,940 New
WAM
137
Weiss Asset Management
Massachusetts
$196K +$196K +29,054 New
BFG
138
Berger Financial Group
Minnesota
$196K +$196K +29,019 New
AO
139
Advisor OS
Illinois
$196K +$196K +28,924 New
BFEC
140
Benjamin F. Edwards & Company
Missouri
$189K +$126K +18,638 +200%
Corient Private Wealth
141
Corient Private Wealth
Florida
$188K +$188K +27,740 New
DSC
142
Duncker Streett & Co
Missouri
$185K +$185K +27,439 New
KA
143
Kovack Advisors
Florida
$184K +$184K +27,208 New
CAS
144
CTC Alternative Strategies
Illinois
$184K +$184K +27,185 New
AI
145
AXS Investments
New York
$183K +$183K +27,000 New
MPI
146
Mairs & Power Inc
Minnesota
$183K +$183K +26,999 New
DADC
147
D.A. Davidson & Co
Montana
$180K +$180K +26,596 New
CA
148
Cetera Advisors
Colorado
$179K +$88.8K +13,141 +99%
SCA
149
Snowden Capital Advisors
New York
$174K +$174K +25,708 New
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$173K +$23.8K +3,514 +16%
4 5
6
7 8