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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
SIG
176
Stonegate Investment Group
Alabama
$126K – – –
ACI
177
Alpha Cubed Investments
California
$125K – – –
TWP
178
Tyche Wealth Partners
Texas
$124K – – –
HB
179
HTLF Bank
Colorado
$123K – – –
SIA
180
Schechter Investment Advisors
Michigan
$123K – – –
PRTG
181
Post Resch Tallon Group
New York
$122K +$123K +15,297 New
TKP
182
Tallon Kerry Patrick
$122K +$123K +15,297 New
FAIM
183
Financial Advocates Investment Management
Washington
$119K +$273 +34 +0.2%
A
184
Argentarii
Ohio
$119K +$122K +15,157 New
IC
185
IEQ Capital
California
$119K -$79.5K -9,888 -40%
CPSAC
186
Chas P. Smith & Associates (CPS)
Florida
$118K – – –
MHFA
187
Mission Hills Financial Advisory
California
$118K +$4.02K +500 +3%
BFA
188
Bragg Financial Advisors
North Carolina
$118K +$120K +14,955 New
CW
189
CreativeOne Wealth
Kansas
$117K +$29.9K +3,717 +33%
BFG
190
Beacon Financial Group
Texas
$116K +$3.39K +421 +3%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$116K +$31.3K +3,889 +36%
GCP
192
Gill Capital Partners
Colorado
$116K – – –
MFA
193
Morling Financial Advisors
California
$115K +$3.81K +474 +3%
TWM
194
TCFG Wealth Management
California
$114K – – –
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K +$10.1K +1,254 +9%
SAG
196
SageView Advisory Group
California
$111K +$114K +14,147 New
RDIA
197
RE Dickinson Investment Advisors
Iowa
$111K -$26.6K -3,302 -70%
Millennium Management
198
Millennium Management
New York
$110K -$872K -108,429 -89%
Goldman Sachs
199
Goldman Sachs
New York
$110K -$334K -41,500 -75%
SFS
200
Shaker Financial Services
Virginia
$110K -$346K -43,035 -76%
6 7
8
9 10

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.