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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $495M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+10
Holders Change %
+3.52%
% 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
54
Increased
88
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$29.8M
2
IWA
IBEX Wealth Advisors
New Jersey
$2.57M
3
PCM
Prelude Capital Management
New York
$2.36M
4
GC
Guggenheim Capital
Illinois
$10.1M
5
FC
FCA Corp
Texas
$3.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$60.2M
2
CIA
Capital Investment Advisors
Georgia
$2.88M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
4
SIA
Sit Investment Associates
Minnesota
$37.3M
5
Cohen & Steers
Cohen & Steers
New York
$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WealthTrust Axiom
Pennsylvania
$171K – – –
WB
152
WesBanco Bank
West Virginia
$169K – – –
CSIC
153
Clifford Swan Investment Counsel
California
$168K – – –
LA
154
LexAurum Advisors
Kansas
$168K – – –
AFP
155
Ausdal Financial Partners
Iowa
$166K +$8.52K +1,084 +5%
RIA
156
Realta Investment Advisors
Delaware
$165K +$2.8K +349 +2%
SCM
157
Sage Capital Management
New Jersey
$165K – – –
SFC
158
Strategic Financial Concepts
Texas
$164K +$79.4K +10,105 +94%
TFGT
159
TS Financial Group (TSFG)
Illinois
$159K – – –
WW
160
Waterfront Wealth
Kansas
$155K – – –
Bank of New York Mellon
161
Bank of New York Mellon
New York
$149K -$72.1K -9,171 -33%
DADC
162
D.A. Davidson & Co
Montana
$148K +$20.7K +2,632 +16%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$146K +$137K +17,412 +1,509%
CAM
164
Concorde Asset Management
Michigan
$144K -$11K -1,400 -7%
USCWA
165
U.S. Capital Wealth Advisors
Texas
$140K +$140K +17,802 New
Corient Private Wealth
166
Corient Private Wealth
Florida
$138K +$14.8K +1,883 +12%
STA
167
Summit Trail Advisors
New York
$138K +$6.83K +869 +5%
LSC
168
Logan Stone Capital
Illinois
$137K +$137K +17,471 New
PCM
169
Parsons Capital Management
Rhode Island
$137K -$20.6K -2,620 -13%
KCPT
170
Kingstone Capital Partners Texas
Texas
$133K +$133K +16,888 New
EWA
171
EverSource Wealth Advisors
Alabama
$131K – – –
BAM
172
Belpointe Asset Management
Nevada
$130K – – –
MA
173
MKT Advisors
California
$127K – – –
CA
174
Clearstead Advisors
Ohio
$127K +$3.37K +429 +3%
SIG
175
Stonegate Investment Group
Alabama
$126K – – –
5 6
7
8 9