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Nuveen Preferred & Income Opportunities Fund
JPC

297 hedge funds and large institutions have $496M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

3% more funds holding

Funds holding: 287 → 297 (+10)

0.68% less ownership

Funds ownership: 20.42% → 19.74% (-0.68%)

5% less capital invested

Capital invested by funds: $523M → $496M (-$27.5M)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
89
Reduced
74
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.81M
2
IWA
IBEX Wealth Advisors
New Jersey
+$2.63M
3
PCM
Prelude Capital Management
New York
+$2.41M
4
GC
Guggenheim Capital
Illinois
+$2.18M
5
FC
FCA Corp
Texas
+$1.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
CIA
Capital Investment Advisors
Georgia
-$5.65M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.55M
4
SIA
Sit Investment Associates
Minnesota
-$3.87M
5
Cohen & Steers
Cohen & Steers
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
126
Transcend Capital Advisors
New Jersey
$234K -$126K -15,703 -35%
WT
127
Whittier Trust
California
$233K -$41.3K -5,129 -15%
AO
128
Advisor OS
Illinois
$230K +$1.29K +160 +0.5%
VCM
129
Vivaldi Capital Management
Illinois
$227K +$229K +28,477 New
HKAM
130
Horizon Kinetics Asset Management
New York
$224K – – –
CIA
131
Concurrent Investment Advisors
Florida
$216K +$10K +1,248 +5%
DSC
132
Duncker Streett & Co
Missouri
$216K – – –
Citadel Advisors
133
Citadel Advisors
Florida
$214K +$129K +16,061 +144%
CSC
134
Caldwell Sutter Capital
California
$213K – – –
MML Investors Services
135
MML Investors Services
Massachusetts
$212K +$81.6K +10,139 +60%
JLBC
136
J.L. Bainbridge & Co
Florida
$211K +$22.3K +2,777 +12%
PAG
137
Private Advisory Group
Washington
$210K +$215K +26,690 New
PM
138
Penbrook Management
New York
$202K -$63.6K -7,911 -24%
UFA
139
Uptown Financial Advisors
Texas
$199K +$204K +25,300 New
FAG
140
Fortitude Advisory Group
Washington
$198K – – –
HF
141
HRT Financial
New York
$196K +$201K +25,026 New
KeyBank National Association
142
KeyBank National Association
Ohio
$196K – – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$193K +$6.16K +766 +3%
IWC
144
Integrated Wealth Concepts
Massachusetts
$193K +$83.7K +10,400 +74%
CCG
145
Catalina Capital Group
California
$192K – – –
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$188K +$84.6K +10,520 +78%
SCA
147
Snowden Capital Advisors
New York
$187K – – –
BFG
148
Berger Financial Group
Minnesota
$182K -$2.81K -350 -1%
Creative Planning
149
Creative Planning
Kansas
$182K +$52.5K +6,525 +39%
IPWA
150
International Private Wealth Advisors
California
$175K +$5.4K +671 +3%
4 5
6
7 8

JPC Hedge Fund Activity: Q4 2024 in Review

297 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2024, worth a combined $496M — down 5.3% from $523M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new JPC positions and 40 closed out — a net gain of 15 holders — while 89 added to existing stakes and 74 trimmed.

The largest buyer was Bank of America, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 297 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2024, up from 287 in Q3 2024.
  • Funds reported $496M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 55 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2024 and 40 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2024 was Bank of America, an estimated $4.81M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.