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Nuveen Preferred & Income Opportunities Fund

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: 280287 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KA
176
Kovack Advisors
Florida
$128K -$30.7K -3,954 -20%
TWP
177
Tyche Wealth Partners
Texas
$127K
Corient Private Wealth
178
Corient Private Wealth
Florida
$127K -$19.2K -2,472 -14%
CA
179
Clearstead Advisors
Ohio
$127K +$799 +103 +0.7%
HB
180
HTLF Bank
Colorado
$127K
SIA
181
Schechter Investment Advisors
Michigan
$126K
TAM
182
Titleist Asset Management
Texas
$125K -$8 -1 -0%
PWPS
183
Pinnacle Wealth Planning Services
Ohio
$125K -$49.6K -6,393 -29%
FAIM
184
Financial Advocates Investment Management
Washington
$122K +$209 +27 +0.2%
CPSAC
185
Chas P. Smith & Associates (CPS)
Florida
$121K
GCP
186
Gill Capital Partners
Colorado
$119K -$7.67K -988 -6%
MHFA
187
Mission Hills Financial Advisory
California
$117K +$112K +14,485 New
TWM
188
TCFG Wealth Management
California
$117K +$113K +14,525 New
BEI
189
Benjamin Edwards Inc
Missouri
$117K +$112K +14,456 New
EH
190
Equitable Holdings
New York
$116K +$10.4K +1,343 +10%
BFG
191
Beacon Financial Group
Texas
$116K +$2.82K +364 +3%
1WA
192
180 Wealth Advisors
Washington
$115K
MFA
193
Morling Financial Advisors
California
$115K +$110K +14,200 New
IWC
194
Integrated Wealth Concepts
Massachusetts
$114K
MIC
195
Meridian Investment Counsel
California
$112K -$46.5K -6,000 -30%
V
196
VeraBank
Texas
$110K
VBCG
197
Valley Brook Capital Group
Pennsylvania
$109K
GJIA
198
Glass Jacobson Investment Advisors
Maryland
$108K -$17.6K -2,274 -15%
TWM
199
Tradition Wealth Management
Minnesota
$108K
HCM
200
Hollencrest Capital Management
California
$108K -$1.53K -197 -1%

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.