JPC icon

Nuveen Preferred & Income Opportunities Fund

284 hedge funds and large institutions have $586M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-10
Holders Change %
-3.4%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
89
Reduced
89
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
201
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.9K +$2.9K +403 +3%
US Bancorp
202
US Bancorp
Minnesota
$92.9K +$76.6K +10,655 +470%
SSW
203
Smith Shellnut Wilson
Mississippi
$92.4K
SLC
204
Second Line Capital
Louisiana
$90.8K +$90.8K +12,551 New
OAM
205
Occidental Asset Management
California
$90.2K +$13K +1,813 +17%
EH
206
Equitable Holdings
New York
$90.1K +$266 +37 +0.3%
BFM
207
Boothbay Fund Management
New York
$86.3K -$2.31M -321,363 -96%
FFWM
208
Future Financial Wealth Management
Ohio
$86.3K +$86.3K +12,000 New
ASN
209
Advisory Services Network
Georgia
$86.2K -$15.4K -2,140 -15%
EAM
210
Eschler Asset Management
United Kingdom
$85.9K -$193K -27,000 -69%
AWM
211
Apollon Wealth Management
South Carolina
$84K -$4.69K -652 -5%
SGCA
212
Steel Grove Capital Advisors
Tennessee
$83.8K -$5.08K -706 -6%
CHJWM
213
Carlton Hofferkamp & Jenks Wealth Management
Texas
$83.6K
LF
214
LifeSteps Financial
California
$82.8K
PFA
215
Pathway Financial Advisers
Indiana
$82.8K -$10.2K -1,414 -11%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$82.6K +$82.6K +11,541 New
BI
217
Bramshill Investments
Florida
$81.4K -$402K -55,918 -83%
BFA
218
Beacon Financial Advisory
Ohio
$80.1K
Deutsche Bank
219
Deutsche Bank
Germany
$79K +$79K +10,991 New
HWMC
220
Heritage Wealth Management (California)
California
$79K +$79K +10,985 New
OWP
221
Obermeyer Wealth Partners
Colorado
$78.9K
BBW
222
Blue Barn Wealth
Utah
$77.9K
AIM
223
Anchor Investment Management
South Carolina
$75.7K +$230 +32 +0.3%
PCIA
224
Prime Capital Investment Advisors
Kansas
$74.4K
EDRIA
225
Edmonds Duncan Registered Investment Advisors
Kansas
$73.6K