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Nuveen Preferred & Income Opportunities Fund

284 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, 95 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
4.11%
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
95
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
126
Virtu Financial
New York
$235K +$235K +29,153 New
Calamos Advisors
127
Calamos Advisors
Illinois
$234K +$33.5K +4,146 +17%
HKAM
128
Horizon Kinetics Asset Management
New York
$230K +$95.4K +11,824 +71%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$227K -$15.4K -1,905 -6%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$225K -$43.5K -5,386 -16%
MFG
131
Merit Financial Group
Georgia
$223K +$223K +27,646 New
DSC
132
Duncker Streett & Co
Missouri
$221K
CSC
133
Caldwell Sutter Capital
California
$219K
CIA
134
Concurrent Investment Advisors
Florida
$212K -$14.9K -1,841 -7%
WWM
135
Western Wealth Management
Colorado
$207K +$207K +25,608 New
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$204K -$668K -82,794 -77%
FAG
137
Fortitude Advisory Group
Washington
$204K +$7.45K +923 +4%
IC
138
IEQ Capital
California
$202K
KeyBank National Association
139
KeyBank National Association
Ohio
$201K
CCG
140
Catalina Capital Group
California
$197K -$121K -14,992 -38%
JLBC
141
J.L. Bainbridge & Co
Florida
$194K +$5.46K +676 +3%
SCA
142
Snowden Capital Advisors
New York
$193K
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$193K -$2.84K -352 -1%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$192K +$13.6K +1,681 +8%
BFG
145
Berger Financial Group
Minnesota
$190K -$1.33K -165 -0.7%
DS
146
DRW Securities
Illinois
$176K +$176K +21,800 New
WA
147
WealthTrust Axiom
Pennsylvania
$176K +$2.74K +340 +2%
IPWA
148
International Private Wealth Advisors
California
$174K +$4.12K +511 +2%
WB
149
WesBanco Bank
West Virginia
$174K -$315 -39 -0.2%
CSIC
150
Clifford Swan Investment Counsel
California
$173K