Nuveen Preferred & Income Opportunities Fund
141 hedge funds and large institutions have $147M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1% more funds holding
Funds holding: 139 → 141 (+2)
8% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 38
3.55% less ownership
Funds ownership: 21.78% → 18.24% (-3.5%)
25% less capital invested
Capital invested by funds: $196M → $147M (-$49.8M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.49M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.45M |
| 3 |
AU
Algebris (UK)
London,
United Kingdom
|
+$2.86M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.37M |
| 5 |
AI
AXS Investments
Port Chester,
New York
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$32.1M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.03M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.8M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.06M |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$685K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
151
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$61K | -6,238 | Closed |
|
|
CYG
152
Clean Yield Group
Norwich,
Vermont
| – | -$43K | -5,000 | Closed |
|
|
FFWM
153
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$34K | -4,000 | Closed |
|
|
BBHC
154
Brown Brothers Harriman & Co
New York
| – | -$25K | -2,900 | Closed |
|
|
VNA
155
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$17K | -2,000 | Closed |
|
156
Koshinski Asset Management
Decatur,
Illinois
| – | -$6.86K | -800 | Closed |
|
|
BFEC
157
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$6K | -648 | Closed |
|
JPC Hedge Fund Activity: Q2 2022 in Review
141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2022, worth a combined $147M — down 25% from $196M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPC positions and 16 closed out — a net gain of 3 holders — while 41 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.49M. The largest seller was Bramshill Investments, exiting entirely with an estimated $32.1M sold.
- 141 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2022, up from 139 in Q1 2022.
- Funds reported $147M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2022, down 25% quarter-over-quarter.
- 19 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2022 and 16 closed out, a net change of +3 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $7.49M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2022 was Bramshill Investments, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2022.