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Nuveen Preferred & Income Opportunities Fund

280 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $586M → $580M (-$6.03M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

1.06% less ownership

Funds ownership: 25.42%24.36% (-1.1%)

2% less funds holding

Funds holding: 287280 (-7)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
82
Reduced
89
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
201
Carlton Hofferkamp & Jenks Wealth Management
Texas
$91.8K
FFWM
202
Future Financial Wealth Management
Ohio
$89.6K
SPC
203
Sigma Planning Corp
Michigan
$88.1K +$84.7K +11,795 New
XT
204
XTX Topco
Cayman Islands
$87.7K -$203K -28,263 -71%
GWM
205
GDS Wealth Management
Texas
$87.2K +$83.8K +11,667 New
PFA
206
Pathway Financial Advisers
Indiana
$86.5K +$481 +67 +0.6%
XF
207
XML Financial
Maryland
$86.3K +$83K +11,555 New
TSS
208
Two Sigma Securities
New York
$86.1K +$82.8K +11,529 New
LF
209
LifeSteps Financial
California
$86.1K
SFC
210
Strategic Financial Concepts
Texas
$84.4K +$515K +71,741 +349%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$84K -$17.9K -2,491 -18%
BFA
212
Beacon Financial Advisory
Ohio
$83.4K +$215 +30 +0.3%
BBW
213
Blue Barn Wealth
Utah
$81K
PA
214
PSI Advisors
Florida
$80.8K +$31K +4,316 +66%
RA
215
RFG Advisory
Alabama
$80.7K +$4.29K +597 +6%
DDC
216
DF Dent & Co
Maryland
$79.8K +$76.8K +10,688 New
AIM
217
Anchor Investment Management
South Carolina
$78.9K +$237 +33 +0.3%
MHS
218
M Holdings Securities
Oregon
$77K +$73.6K +10,250 New
WPW
219
Watershed Private Wealth
Illinois
$76K -$47.9K -6,667 -40%
GLA
220
Good Life Advisors
Pennsylvania
$75.9K +$180 +25 +0.2%
CT
221
Coastline Trust
Rhode Island
$75.8K
CBT
222
CoreFirst Bank & Trust
Kansas
$75.4K
CAC
223
Certified Advisory Corp
Florida
$75.3K +$72.4K +10,075 New
AHL
224
Abel Hall LLC
Louisiana
$74.7K
PWSG
225
Pacific Wealth Strategies Group
California
$74.7K

JPC Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2024, worth a combined $580M — down 1% from $586M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JPC and 28 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $5.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.3M.

  • 280 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2024, down from 287 in Q1 2024.
  • Funds reported $580M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 28 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2024 and 30 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2024 was Bank of America, an estimated $5.74M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.