Nuveen Preferred & Income Opportunities Fund
137 hedge funds and large institutions have $155M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
2% more funds holding
Funds holding: 134 → 137 (+3)
4% more capital invested
Capital invested by funds: $149M → $155M (+$5.82M)
0.03% less ownership
Funds ownership: 20.42% → 20.39% (-0.03%)
23% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 44
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$734K |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$724K |
| 3 |
LPL Financial
San Diego,
California
|
+$398K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$381K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.2M |
| 2 |
AI
AXS Investments
Port Chester,
New York
|
-$662K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$612K |
| 4 |
AU
Algebris (UK)
London,
United Kingdom
|
-$507K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$352K |
JPC Hedge Fund Activity: Q4 2022 in Review
137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2022, worth a combined $155M — up 3.9% from $149M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new JPC positions and 21 closed out — a net gain of 6 holders — while 34 added to existing stakes and 44 trimmed.
The largest buyer was Weiss Asset Management, opening a new position worth an estimated $734K. The largest seller was Morgan Stanley, cutting an estimated $1.2M.
- 137 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2022, up from 134 in Q3 2022.
- Funds reported $155M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2022, up 3.9% quarter-over-quarter.
- 27 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +6 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2022 was Weiss Asset Management, an estimated $734K added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2022.