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Nuveen Preferred & Income Opportunities Fund

126 hedge funds and large institutions have $203M invested in Nuveen Preferred & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

2% more funds holding

Funds holding: 124126 (+2)

0.16% less ownership

Funds ownership: 19.99%19.83% (-0.16%)

2% less capital invested

Capital invested by funds: $208M → $203M (-$4.65M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
36
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$29.7M -$10.8M -1,084,152 -27%
SIA
2
Sit Investment Associates
Minnesota
$18.3M +$1.17M +117,434 +7%
Morgan Stanley
3
Morgan Stanley
New York
$15.8M +$592K +59,294 +4%
Invesco
4
Invesco
Georgia
$11.1M -$319K -31,932 -3%
Cohen & Steers
5
Cohen & Steers
New York
$10.9M -$1.21M -121,038 -10%
PPA
6
Parametric Portfolio Associates
Washington
$10.9M -$320K -32,032 -3%
Wells Fargo
7
Wells Fargo
California
$7.6M -$212K -21,236 -3%
RJA
8
Raymond James & Associates
Florida
$6.52M +$725K +72,624 +12%
IWA
9
IBEX Wealth Advisors
New Jersey
$5.92M -$12.8K -1,287 -0.2%
MC
10
Moors & Cabot
Massachusetts
$5.36M +$2.78M +278,641 +107%
PCM
11
Penserra Capital Management
California
$4.93M +$4.97M +498,049 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.4M +$404K +40,460 +10%
PL
13
Protective Life
Alabama
$4.36M
HIP
14
HUB Investment Partners
Texas
$4.31M +$165K +16,518 +4%
Bank of America
15
Bank of America
North Carolina
$3.77M +$542K +54,292 +17%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.4M +$18.9K +1,897 +0.6%
UBS Group
17
UBS Group
Switzerland
$3.12M -$126K -12,634 -4%
First Trust Advisors
18
First Trust Advisors
Illinois
$3.03M +$36.4K +3,643 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.98M +$100K +10,034 +3%
LPL Financial
20
LPL Financial
California
$2.56M -$6.05K -606 -0.2%
CAN
21
Cetera Advisor Networks
California
$2.07M +$192K +19,252 +10%
Ameriprise
22
Ameriprise
Minnesota
$2.05M +$12.3K +1,231 +0.6%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.93M +$66.5K +6,663 +4%
CC
24
Claybrook Capital
Massachusetts
$1.88M +$1.89M +189,745 New
EGA
25
E&G Advisors
Texas
$1.72M +$1.73M +173,300 New

JPC Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2021, worth a combined $203M — down 2.2% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPC positions and 11 closed out — a net gain of 4 holders — while 36 added to existing stakes and 30 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.97M. The largest seller was Bramshill Investments, cutting an estimated $10.8M.

  • 126 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $203M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2021, down 2.2% quarter-over-quarter.
  • 15 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2021 and 11 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $4.97M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2021 was Bramshill Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.