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Nuveen Preferred & Income Opportunities Fund
JPC

137 hedge funds and large institutions have $155M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

2% more funds holding

Funds holding: 134 → 137 (+3)

4% more capital invested

Capital invested by funds: $149M → $155M (+$5.82M)

0.03% less ownership

Funds ownership: 20.42% → 20.39% (-0.03%)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
34
Reduced
44
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
+$734K
2
PCM
Penserra Capital Management
California
+$724K
3
LPL Financial
LPL Financial
California
+$398K
4
GC
Guggenheim Capital
Illinois
+$381K
5
Ameriprise
Ameriprise
Minnesota
+$378K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.2M
2
AI
AXS Investments
New York
-$662K
3
RJA
Raymond James & Associates
Florida
-$612K
4
AU
Algebris (UK)
United Kingdom
-$507K
5
CRC
Curi RMB Capital
Illinois
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Selway Asset Management
– -$47K -6,750 Closed
ICM
152
Islay Capital Management
Texas
– -$35K -5,000 Closed
OC
153
Oakworth Capital
Alabama
– -$35K -5,000 Closed
FHA
154
First Horizon Advisors
Tennessee
– -$34K -4,900 Closed
MAM
155
Marquette Asset Management
Minnesota
– -$29K -4,190 Closed
FIA
156
FNY Investment Advisers
New York
– -$13K -2,000 Closed
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
– -$13K -1,939 Closed
TRCT
158
Tower Research Capital (TRC)
New York
– -$51 -7 -39%
3 4 5 6
7

JPC Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2022, worth a combined $155M — up 3.9% from $149M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JPC positions and 21 closed out — a net gain of 6 holders — while 34 added to existing stakes and 44 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $734K. The largest seller was Morgan Stanley, cutting an estimated $1.2M.

  • 137 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2022, up from 134 in Q3 2022.
  • Funds reported $155M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 27 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2022 was Weiss Asset Management, an estimated $734K added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2022.