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Nuveen Preferred & Income Opportunities Fund

320 hedge funds and large institutions have $490M invested in Nuveen Preferred & Income Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 90

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 20.42%20.31% (-0.12%)

2% less funds holding

Funds holding: 327320 (-7)

7% less capital invested

Capital invested by funds: $530M → $490M (-$39.5M)

Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
107
Reduced
90
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPT
151
Kingstone Capital Partners Texas
Texas
$215K +$20.9K +2,581 +10%
CWP
152
Concord Wealth Partners
Virginia
$212K +$3.44K +425 +2%
CSC
153
Caldwell Sutter Capital
California
$205K
SFG
154
SageGuard Financial Group
Tennessee
$204K +$2.75K +340 +1%
MW
155
Mueller Wealth
Wisconsin
$201K +$60.4K +7,470 +39%
SF
156
Summit Financial
New Jersey
$199K -$2.53K -313 -1%
MFG
157
Merit Financial Group
Georgia
$191K -$47.2K -5,838 -19%
KeyBank National Association
158
KeyBank National Association
Ohio
$188K
SPC
159
Sigma Planning Corp
Michigan
$188K -$3.98K -492 -2%
CEFA
160
Closed-End Fund Advisors
Virginia
$187K
CCG
161
Catalina Capital Group
California
$186K +$501 +62 +0.3%
JCM
162
Jacobi Capital Management
Pennsylvania
$185K +$32.3K +4,000 +20%
DSC
163
Duncker Streett & Co
Missouri
$185K
BFG
164
Berger Financial Group
Minnesota
$184K +$1.33K +165 +0.7%
FFA
165
Founders Financial Alliance
North Carolina
$181K +$7.35K +909 +4%
WWM
166
Western Wealth Management
Colorado
$181K +$194K +23,967 New
SCA
167
Snowden Capital Advisors
New York
$181K -$31.4K -3,882 -14%
WWMSC
168
Wagner Wealth Management (South Carolina)
South Carolina
$179K +$2.04K +253 +1%
IPWA
169
International Private Wealth Advisors
California
$177K -$6.93K -858 -4%
AF
170
Allworth Financial
California
$176K -$12.8K -1,580 -6%
AWM
171
Apollon Wealth Management
South Carolina
$174K +$1.73K +214 +0.9%
PI
172
PFG Investments
New York
$173K +$251 +31 +0.1%
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$170K +$566 +70 +0.3%
SCM
174
Sage Capital Management
New Jersey
$170K
RA
175
RFG Advisory
Alabama
$169K +$28.3K +3,506 +19%