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Nuveen Preferred & Income Opportunities Fund
JPC

297 hedge funds and large institutions have $496M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

3% more funds holding

Funds holding: 287 → 297 (+10)

0.68% less ownership

Funds ownership: 20.42% → 19.74% (-0.68%)

5% less capital invested

Capital invested by funds: $523M → $496M (-$27.5M)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
89
Reduced
74
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.81M
2
IWA
IBEX Wealth Advisors
New Jersey
+$2.63M
3
PCM
Prelude Capital Management
New York
+$2.41M
4
GC
Guggenheim Capital
Illinois
+$2.18M
5
FC
FCA Corp
Texas
+$1.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
CIA
Capital Investment Advisors
Georgia
-$5.65M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.55M
4
SIA
Sit Investment Associates
Minnesota
-$3.87M
5
Cohen & Steers
Cohen & Steers
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$172K +$77.6K +9,653 +79%
WA
152
WealthTrust Axiom
Pennsylvania
$171K – – –
WB
153
WesBanco Bank
West Virginia
$169K – – –
CSIC
154
Clifford Swan Investment Counsel
California
$168K – – –
LA
155
LexAurum Advisors
Kansas
$168K – – –
AFP
156
Ausdal Financial Partners
Iowa
$166K +$8.72K +1,084 +5%
RIA
157
Realta Investment Advisors
Delaware
$165K +$2.81K +349 +2%
SCM
158
Sage Capital Management
New Jersey
$165K – – –
SFC
159
Strategic Financial Concepts
Texas
$164K +$81.3K +10,105 +94%
TFGT
160
TS Financial Group (TSFG)
Illinois
$159K – – –
WW
161
Waterfront Wealth
Kansas
$155K – – –
Bank of New York Mellon
162
Bank of New York Mellon
New York
$149K -$73.8K -9,171 -33%
DADC
163
D.A. Davidson & Co
Montana
$148K +$21.2K +2,632 +16%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$146K +$140K +17,412 +1,509%
CAM
165
Concorde Asset Management
Michigan
$144K -$11.3K -1,400 -7%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$140K +$143K +17,802 New
Corient Private Wealth
167
Corient Private Wealth
Florida
$138K +$15.1K +1,883 +12%
STA
168
Summit Trail Advisors
New York
$138K +$6.99K +869 +5%
LSC
169
Logan Stone Capital
Illinois
$137K +$141K +17,471 New
PCM
170
Parsons Capital Management
Rhode Island
$137K -$21.1K -2,620 -13%
KCPT
171
Kingstone Capital Partners Texas
Texas
$133K +$136K +16,888 New
EWA
172
EverSource Wealth Advisors
Alabama
$131K – – –
BAM
173
Belpointe Asset Management
Nevada
$130K – – –
MA
174
MKT Advisors
California
$127K – – –
CA
175
Clearstead Advisors
Ohio
$127K +$3.45K +429 +3%
5 6
7
8 9

JPC Hedge Fund Activity: Q4 2024 in Review

297 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2024, worth a combined $496M — down 5.3% from $523M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new JPC positions and 40 closed out — a net gain of 15 holders — while 89 added to existing stakes and 74 trimmed.

The largest buyer was Bank of America, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 297 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2024, up from 287 in Q3 2024.
  • Funds reported $496M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 55 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2024 and 40 closed out, a net change of +15 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2024 was Bank of America, an estimated $4.81M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.