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Nuveen Preferred & Income Opportunities Fund

278 hedge funds and large institutions have $483M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-16
Holders Change %
-5.44%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
79
Reduced
71
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
126
Whittier Trust
California
$224K -$11.6K -1,454 -5%
DSC
127
Duncker Streett & Co
Missouri
$218K
CSC
128
Caldwell Sutter Capital
California
$216K
SCA
129
Snowden Capital Advisors
New York
$210K +$19.6K +2,447 +10%
PAS
130
Park Avenue Securities
New York
$209K -$55K -6,897 -21%
PM
131
Penbrook Management
New York
$205K
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$199K -$71.8K -9,020 -27%
KeyBank National Association
133
KeyBank National Association
Ohio
$198K
SCM
134
Sage Capital Management
New Jersey
$195K +$27.9K +3,500 +17%
US Bancorp
135
US Bancorp
Minnesota
$195K +$88.9K +11,164 +84%
CCG
136
Catalina Capital Group
California
$195K
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$188K
FAG
138
Fortitude Advisory Group
Washington
$187K +$2.49K +341 +1%
BFG
139
Berger Financial Group
Minnesota
$185K +$923 +116 +0.5%
IPWA
140
International Private Wealth Advisors
California
$180K +$2.75K +346 +2%
AWM
141
Apollon Wealth Management
South Carolina
$174K -$279 -35 -0.2%
WB
142
WesBanco Bank
West Virginia
$171K
CSIC
143
Clifford Swan Investment Counsel
California
$171K
JWCA
144
J.W. Cole Advisors
Florida
$170K +$170K +21,320 New
RIA
145
Realta Investment Advisors
Delaware
$166K +$1.89K +238 +1%
Corient Private Wealth
146
Corient Private Wealth
Florida
$165K +$25.1K +3,149 +18%
TFGT
147
TS Financial Group (TSFG)
Illinois
$161K
WA
148
WealthTrust Axiom
Pennsylvania
$158K -$15.1K -1,903 -9%
WW
149
Waterfront Wealth
Kansas
$157K +$56 +7 +0%
SFC
150
Strategic Financial Concepts
Texas
$157K -$8.86K -1,113 -5%