We are live on ! Find out more
JPC icon

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
BCMLT
201
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$85 +11 +0.1%
SFA
202
Sequoia Financial Advisors
Ohio
$105K +$101K +13,071 New
CFGS
203
Concourse Financial Group Securities
Alabama
$105K +$42.6K +5,492 +74%
TSS
204
Two Sigma Securities
New York
$105K +$11.4K +1,467 +13%
SSW
205
Smith Shellnut Wilson
Mississippi
$104K
GKWIM
206
Gerber Kawasaki Wealth & Investment Management
California
$104K +$99.6K +12,840 New
OAM
207
Occidental Asset Management
California
$101K -$6.88K -887 -7%
SPC
208
Sigma Planning Corp
Michigan
$100K +$4.96K +640 +5%
AWM
209
Apollon Wealth Management
South Carolina
$98.7K -$5.34K -688 -5%
CHJWM
210
Carlton Hofferkamp & Jenks Wealth Management
Texas
$96.1K
Northern Trust
211
Northern Trust
Illinois
$95.8K +$92.1K +11,867 New
PWM
212
Perigon Wealth Management
California
$95.6K -$3.74K -482 -4%
US Bancorp
213
US Bancorp
Minnesota
$94.4K +$35.4K +4,569 +64%
PFA
214
Pathway Financial Advisers
Indiana
$94.1K +$652 +84 +0.7%
SGCA
215
Steel Grove Capital Advisors
Tennessee
$93.9K +$90.4K +11,653 New
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$93.1K -$51K -6,577 -36%
LF
217
LifeSteps Financial
California
$93K
BFA
218
Beacon Financial Advisory
Ohio
$90.3K +$155 +20 +0.2%
Citadel Advisors
219
Citadel Advisors
Florida
$89.7K +$86.3K +11,119 New
CW
220
CreativeOne Wealth
Kansas
$89.7K +$86.2K +11,117 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$88K +$12.7K +1,643 +18%
BBW
222
Blue Barn Wealth
Utah
$87.5K
SFC
223
Strategic Financial Concepts
Texas
$87K -$632K -81,518 -88%
AIM
224
Anchor Investment Management
South Carolina
$85.5K +$334 +43 +0.4%
CAC
225
Certified Advisory Corp
Florida
$82.8K +$1.48K +191 +2%

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.