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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $495M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
88
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.8M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$2.57M
3
PCM
3
Prelude Capital Management
New York
$2.36M
4
GC
4
Guggenheim Capital
Illinois
$10.1M
5
FC
5
FCA Corp
Texas
$3.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.2M
2
CIA
2
Capital Investment Advisors
Georgia
$2.88M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
SIA
4
Sit Investment Associates
Minnesota
$37.3M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Whittier Trust
California
$233K -$40.3K -5,129 -15%
AO
127
Advisor OS
Illinois
$230K +$1.26K +160 +0.5%
VCM
128
Vivaldi Capital Management
Illinois
$227K +$227K +28,477 New
HKAM
129
Horizon Kinetics Asset Management
New York
$224K – – –
CIA
130
Concurrent Investment Advisors
Florida
$216K +$9.81K +1,248 +5%
DSC
131
Duncker Streett & Co
Missouri
$216K – – –
Citadel Advisors
132
Citadel Advisors
Florida
$214K +$126K +16,061 +144%
CSC
133
Caldwell Sutter Capital
California
$213K – – –
MML Investors Services
134
MML Investors Services
Massachusetts
$212K +$79.8K +10,139 +60%
JLBC
135
J.L. Bainbridge & Co
Florida
$211K +$21.8K +2,777 +12%
PAG
136
Private Advisory Group
Washington
$210K +$210K +26,690 New
PM
137
Penbrook Management
New York
$202K -$62.2K -7,911 -24%
UFA
138
Uptown Financial Advisors
Texas
$199K +$199K +25,300 New
FAG
139
Fortitude Advisory Group
Washington
$198K – – –
HF
140
HRT Financial
New York
$196K +$196K +25,026 New
KeyBank National Association
141
KeyBank National Association
Ohio
$196K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$193K +$6.02K +766 +3%
IWC
143
Integrated Wealth Concepts
Massachusetts
$193K +$81.7K +10,400 +74%
CCG
144
Catalina Capital Group
California
$192K – – –
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$188K +$82.7K +10,520 +78%
SCA
146
Snowden Capital Advisors
New York
$187K – – –
BFG
147
Berger Financial Group
Minnesota
$182K -$2.75K -350 -1%
Creative Planning
148
Creative Planning
Kansas
$182K +$51.3K +6,525 +39%
IPWA
149
International Private Wealth Advisors
California
$175K +$5.27K +671 +3%
AWM
150
Apollon Wealth Management
South Carolina
$172K +$75.9K +9,653 +79%
4 5
6
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