We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280 → 287 (+7)

3.94% less ownership

Funds ownership: 24.36% → 20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.68M
2
IAIM
International Assets Investment Management
Florida
+$2.67M
3
GC
Guggenheim Capital
Illinois
+$1.95M
4
Jane Street
Jane Street
New York
+$1.74M
5
RJA
Raymond James & Associates
Florida
+$1.47M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$37.8M
2
Morgan Stanley
Morgan Stanley
New York
-$23.2M
3
AU
Algebris (UK)
United Kingdom
-$9.97M
4
PCM
Penserra Capital Management
California
-$9.9M
5
AA
AQR Arbitrage
Connecticut
-$8.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
151
WesBanco Bank
West Virginia
$174K -$303 -39 -0.2%
CSIC
152
Clifford Swan Investment Counsel
California
$173K – – –
LA
153
LexAurum Advisors
Kansas
$172K – – –
SCM
154
Sage Capital Management
New Jersey
$169K +$163K +21,000 New
RIA
155
Realta Investment Advisors
Delaware
$164K +$318 +41 +0.2%
TFGT
156
TS Financial Group (TSFG)
Illinois
$163K – – –
AFP
157
Ausdal Financial Partners
Iowa
$162K -$8.18K -1,054 -5%
PCM
158
Parsons Capital Management
Rhode Island
$161K – – –
CAM
159
Concorde Asset Management
Michigan
$160K +$6.98K +900 +5%
WW
160
Waterfront Wealth
Kansas
$158K – – –
NCM
161
Noesis Capital Mangement
Florida
$139K +$134K +17,233 New
STA
162
Summit Trail Advisors
New York
$138K -$175K -22,611 -58%
SLC
163
Second Line Capital
Louisiana
$138K – – –
ACA
164
Aptus Capital Advisors
Alabama
$136K – – –
MML Investors Services
165
MML Investors Services
Massachusetts
$135K -$7.97K -1,028 -6%
EWA
166
EverSource Wealth Advisors
Alabama
$134K +$19.4K +2,500 +18%
Creative Planning
167
Creative Planning
Kansas
$134K +$31.9K +4,115 +33%
RFM
168
Royal Fund Management
Florida
$134K +$128K +16,550 New
BAM
169
Belpointe Asset Management
Nevada
$134K – – –
DADC
170
D.A. Davidson & Co
Montana
$131K -$5.43K -700 -4%
PA
171
PSI Advisors
Florida
$130K +$41.1K +5,300 +49%
MA
172
MKT Advisors
California
$129K – – –
SIG
173
Stonegate Investment Group
Alabama
$129K – – –
MOS
174
MGO One Seven
Ohio
$129K -$9.16K -1,181 -7%
ACI
175
Alpha Cubed Investments
California
$128K – – –
5 6
7
8 9

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.