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Nuveen Preferred & Income Opportunities Fund
JPC

134 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.38% less ownership

Funds ownership: 20.39% → 20.01% (-0.38%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 137 → 134 (-3)

13% less capital invested

Capital invested by funds: $155M → $135M (-$19.8M)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
41
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$6.43M
2
OPS
Orion Portfolio Solutions
Nebraska
+$2M
3
WP
Woodline Partners
California
+$1.7M
4
Wells Fargo
Wells Fargo
California
+$806K
5
SFS
Shaker Financial Services
Virginia
+$781K

Top Sellers

1
BI
Bramshill Investments
Florida
-$10.6M
2
SIA
Sit Investment Associates
Minnesota
-$3.18M
3
IWA
IBEX Wealth Advisors
New Jersey
-$2.84M
4
WAM
Weiss Asset Management
Massachusetts
-$736K
5
LSC
Logan Stone Capital
Illinois
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
151
Blue Trust Inc
Georgia
– -$7K -1,007 Closed
RBC
152
Romano Brothers & Co
Illinois
– -$7.28K -1,000 Closed
CAS
153
Coppell Advisory Solutions
Texas
– -$5.83K -801 Closed
CASC
154
Coppell Advisory Solutions Corp
Texas
– -$5.83K -801 Closed
BC
155
Barrett & Company
Rhode Island
– -$5.46K -750 Closed
3 4 5 6
7

JPC Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2023, worth a combined $135M — down 13% from $155M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 20 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 41 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Bramshill Investments, cutting an estimated $10.6M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2023, down 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2023 was Bramshill Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.