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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $149M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 18.24%20.42% (+2.2%)

2% more capital invested

Capital invested by funds: $147M → $149M (+$2.6M)

5% less funds holding

Funds holding: 141134 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$24M +$27M +3,453,248 New
SIA
2
Sit Investment Associates
Minnesota
$13.4M +$356K +45,568 +2%
Invesco
3
Invesco
Georgia
$11M +$47K +6,015 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$10.1M -$5.29M -677,154 -32%
Wells Fargo
5
Wells Fargo
California
$9.31M +$1.18M +150,983 +13%
PCM
6
Penserra Capital Management
California
$7.03M +$870K +111,344 +12%
Cohen & Steers
7
Cohen & Steers
New York
$6.36M -$462K -59,075 -6%
RJA
8
Raymond James & Associates
Florida
$5.37M -$143K -18,338 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.11M -$245K -31,393 -7%
PL
10
Protective Life
Alabama
$3.06M
IWA
11
IBEX Wealth Advisors
New Jersey
$2.96M -$127K -16,261 -4%
UBS Group
12
UBS Group
Switzerland
$2.25M -$346K -44,243 -12%
MC
13
Moors & Cabot
Massachusetts
$2.19M +$234K +29,919 +10%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.03M -$140K -17,924 -6%
GC
15
Guggenheim Capital
Illinois
$1.98M -$85.2K -10,904 -4%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.97M -$113K -14,416 -5%
Bank of America
17
Bank of America
North Carolina
$1.89M -$156K -19,996 -7%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.85M -$4.97K -636 -0.2%
LPL Financial
19
LPL Financial
California
$1.82M +$102K +13,031 +5%
CC
20
Claybrook Capital
Massachusetts
$1.77M +$109K +14,000 +6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.76M +$49.7K +6,355 +3%
Ameriprise
22
Ameriprise
Minnesota
$1.7M -$54.2K -6,940 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.57M +$70K +8,962 +4%
Stifel Financial
24
Stifel Financial
Missouri
$1.54M +$277K +35,465 +19%
Truist Financial
25
Truist Financial
North Carolina
$1.48M +$8K +1,024 +0.5%

JPC Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2022, worth a combined $149M — up 1.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of JPC and 16 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $5.29M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $149M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
  • 16 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2022 was Bramshill Investments, an estimated $27M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2022.