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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$169M
2
RCM
Rivernorth Capital Management
Florida
$64.9M
3
SIA
Sit Investment Associates
Minnesota
$44M
4
UBS Group
UBS Group
Switzerland
$22.9M
5
Invesco
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
Forum Private Client Group
Indiana
$0
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
OPS
Orion Portfolio Solutions
Nebraska
$0
4
Creative Planning
Creative Planning
Kansas
$93K
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
OneDigital Investment Advisors
Kansas
$91.5K +$91.5K +13,536 New
VBCG
202
Valley Brook Capital Group
Pennsylvania
$91.2K +$91.2K +13,489 New
BFG
203
Beacon Financial Group
Texas
$90.8K +$90.8K +13,432 New
HCM
204
Hollencrest Capital Management
California
$90.3K +$85K +12,581 +1,611%
TWM
205
Tradition Wealth Management
Minnesota
$90K +$90K +13,369 New
PWM
206
Perigon Wealth Management
California
$90K +$90K +13,312 New
SIA
207
Schechter Investment Advisors
Michigan
$89.4K – – –
NAM
208
NorthCrest Asset Manangement
Minnesota
$89.4K +$89.4K +13,218 New
PA
209
PSI Advisors
Florida
$88.5K +$88.5K +13,096 New
PFA
210
Pathway Financial Advisers
Indiana
$87.4K +$87.4K +12,924 New
SSW
211
Smith Shellnut Wilson
Mississippi
$86.9K +$86.9K +12,855 New
CHJWM
212
Carlton Hofferkamp & Jenks Wealth Management
Texas
$85.2K – – –
EH
213
Equitable Holdings
New York
$84.4K +$84.4K +12,490 New
SGCA
214
Steel Grove Capital Advisors
Tennessee
$83.5K +$83.5K +12,359 New
AWM
215
Apollon Wealth Management
South Carolina
$83.4K +$7.59K +1,123 +10%
SG
216
StoneX Group
New York
$83K +$83K +12,272 New
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$81K – – –
FHA
218
Flagship Harbor Advisors
Massachusetts
$80.5K +$80.5K +11,904 New
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$79.6K +$79.6K +11,770 New
RBC
220
Romano Brothers & Co
Illinois
$78.1K +$78.1K +11,550 New
LF
221
LifeSteps Financial
California
$77.9K – – –
MGIA
222
Moneta Group Investment Advisors
Missouri
$76.8K +$76.8K +11,356 New
CAM
223
Creekmur Asset Management
Illinois
$75.4K +$75.4K +11,153 New
BFA
224
Beacon Financial Advisory
Ohio
$75.3K +$75.3K +11,141 New
OWP
225
Obermeyer Wealth Partners
Colorado
$74.2K +$74.2K +10,977 New
7 8
9
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