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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
NAS
126
NWF Advisory Services
California
$235K – – –
AO
127
Advisor OS
Illinois
$235K +$954 +123 +0.4%
VF
128
Virtu Financial
New York
$235K +$226K +29,153 New
Calamos Advisors
129
Calamos Advisors
Illinois
$234K +$32.2K +4,146 +17%
HKAM
130
Horizon Kinetics Asset Management
New York
$230K +$91.7K +11,824 +71%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$227K -$14.8K -1,905 -6%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$225K -$41.8K -5,386 -16%
MFG
133
Merit Financial Group
Georgia
$223K +$214K +27,646 New
DSC
134
Duncker Streett & Co
Missouri
$221K – – –
CSC
135
Caldwell Sutter Capital
California
$219K – – –
CIA
136
Concurrent Investment Advisors
Florida
$212K -$14.3K -1,841 -7%
WWM
137
Western Wealth Management
Colorado
$207K +$199K +25,608 New
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$204K -$642K -82,794 -77%
FAG
139
Fortitude Advisory Group
Washington
$204K +$7.16K +923 +4%
IC
140
IEQ Capital
California
$202K – – –
KeyBank National Association
141
KeyBank National Association
Ohio
$201K – – –
CCG
142
Catalina Capital Group
California
$197K -$116K -14,992 -38%
JLBC
143
J.L. Bainbridge & Co
Florida
$194K +$5.24K +676 +3%
SCA
144
Snowden Capital Advisors
New York
$193K – – –
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$193K -$2.73K -352 -1%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$192K +$13K +1,681 +8%
BFG
147
Berger Financial Group
Minnesota
$190K -$1.28K -165 -0.7%
DS
148
DRW Securities
Illinois
$176K +$169K +21,800 New
WA
149
WealthTrust Axiom
Pennsylvania
$176K +$2.64K +340 +2%
IPWA
150
International Private Wealth Advisors
California
$174K +$3.96K +511 +2%
4 5
6
7 8

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.