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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$169M
2
RCM
Rivernorth Capital Management
Florida
$64.9M
3
SIA
Sit Investment Associates
Minnesota
$44M
4
UBS Group
UBS Group
Switzerland
$22.9M
5
Invesco
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
Forum Private Client Group
Indiana
$0
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
OPS
Orion Portfolio Solutions
Nebraska
$0
4
Creative Planning
Creative Planning
Kansas
$93K
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Centurion Wealth Management
Virginia
$168K +$168K +24,925 New
KeyBank National Association
152
KeyBank National Association
Ohio
$168K -$47.9K -7,079 -22%
WW
153
Waterfront Wealth
Kansas
$157K +$157K +23,220 New
AFP
154
Ausdal Financial Partners
Iowa
$157K -$7.77K -1,150 -5%
SP
155
Stonebrook Private
Michigan
$156K +$156K +23,015 New
LSC
156
Logan Stone Capital
Illinois
$152K +$50.7K +7,504 +50%
WA
157
WealthTrust Axiom
Pennsylvania
$151K +$151K +22,329 New
Jane Street
158
Jane Street
New York
$151K -$29.5K -4,357 -16%
WB
159
WesBanco Bank
West Virginia
$143K +$143K +21,158 New
MOS
160
MGO One Seven
Ohio
$142K +$142K +21,028 New
WPW
161
Watershed Private Wealth
Illinois
$140K +$140K +20,643 New
FAG
162
Fortitude Advisory Group
Washington
$139K +$61K +9,027 +78%
IPWA
163
International Private Wealth Advisors
California
$137K +$137K +20,291 New
TFGT
164
TS Financial Group (TSFG)
Illinois
$137K +$137K +20,222 New
SAG
165
SageView Advisory Group
California
$134K +$134K +18,441 New
WWM
166
Western Wealth Management
Colorado
$134K +$134K +19,838 New
EC
167
Elequin Capital
New York
$134K +$134K +19,777 New
RIA
168
Realta Investment Advisors
Delaware
$132K +$132K +19,468 New
CA
169
Carson Advisory
Georgia
$131K +$131K +19,310 New
SPIA
170
Steward Partners Investment Advisory
New York
$130K +$14.5K +2,138 +13%
KPWS
171
Kestra Private Wealth Services
Texas
$128K +$35.1K +5,188 +38%
CSIC
172
Clifford Swan Investment Counsel
California
$128K +$128K +18,952 New
AL
173
Arnhold LLC
New York
$123K +$123K +18,226 New
SIG
174
Stonegate Investment Group
Alabama
$121K -$11K -1,634 -8%
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$121K +$121K +17,892 New
5 6
7
8 9