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Nuveen Preferred & Income Opportunities Fund

139 hedge funds and large institutions have $196M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.52% less ownership

Funds ownership: 22.3%21.78% (-0.52%)

1% less funds holding

Funds holding: 140139 (-1)

13% less capital invested

Capital invested by funds: $225M → $196M (-$28.6M)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
46
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$32.1M -$916K -103,056 -3%
SIA
2
Sit Investment Associates
Minnesota
$14.7M -$5.78M -650,492 -28%
Invesco
3
Invesco
Georgia
$13.4M +$80.3K +9,029 +0.6%
PPA
4
Parametric Portfolio Associates
Washington
$12.4M +$1.53M +171,577 +13%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M -$3.71M -417,004 -26%
Cohen & Steers
6
Cohen & Steers
New York
$8.36M -$572K -64,288 -6%
PCM
7
Penserra Capital Management
California
$7.85M +$3.64M +409,486 +81%
RJA
8
Raymond James & Associates
Florida
$6.87M +$1.48M +166,799 +26%
Wells Fargo
9
Wells Fargo
California
$6.48M +$271K +30,450 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.11M +$185K +20,828 +5%
IWA
11
IBEX Wealth Advisors
New Jersey
$3.92M -$236K -26,539 -5%
PL
12
Protective Life
Alabama
$3.77M
SFS
13
Shaker Financial Services
Virginia
$3.38M +$212K +23,819 +6%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.88M -$43.2K -4,854 -1%
UBS Group
15
UBS Group
Switzerland
$2.77M +$33.6K +3,774 +1%
RCM
16
Rivernorth Capital Management
Florida
$2.67M +$2.77M +311,621 New
First Trust Advisors
17
First Trust Advisors
Illinois
$2.66M -$2.9K -326 -0.1%
Bank of America
18
Bank of America
North Carolina
$2.6M -$670K -75,337 -20%
MC
19
Moors & Cabot
Massachusetts
$2.42M +$162K +18,258 +7%
Ameriprise
20
Ameriprise
Minnesota
$2.24M +$320K +35,971 +16%
GC
21
Guggenheim Capital
Illinois
$2.21M +$887K +99,761 +63%
LPL Financial
22
LPL Financial
California
$2.17M -$8.65K -973 -0.4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.01M +$109K +12,312 +6%
Truist Financial
24
Truist Financial
North Carolina
$1.89M -$17.8K -2,003 -0.9%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.85M +$393K +44,162 +26%

JPC Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2022, worth a combined $196M — down 13% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $3.64M. The largest seller was Sit Investment Associates, cutting an estimated $5.78M.

  • 139 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2022, down from 140 in Q4 2021.
  • Funds reported $196M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of +4 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $3.64M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2022 was Sit Investment Associates, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2022.