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Nuveen Preferred & Income Opportunities Fund

134 hedge funds and large institutions have $135M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.38% less ownership

Funds ownership: 20.39%20.01% (-0.38%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 137134 (-3)

13% less capital invested

Capital invested by funds: $155M → $135M (-$19.8M)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
41
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$13.1M -$10.6M -1,454,487 -42%
Invesco
2
Invesco
Georgia
$10.4M -$354K -48,444 -3%
SIA
3
Sit Investment Associates
Minnesota
$9.58M -$3.18M -434,579 -23%
Wells Fargo
4
Wells Fargo
California
$9.58M +$806K +110,241 +8%
Morgan Stanley
5
Morgan Stanley
New York
$8.23M -$233K -31,948 -2%
PCM
6
Penserra Capital Management
California
$7.74M +$482K +66,002 +6%
Cohen & Steers
7
Cohen & Steers
New York
$6.09M -$80.2K -10,980 -1%
RCM
8
Rivernorth Capital Management
Florida
$5.79M +$6.43M +879,730 New
RJA
9
Raymond James & Associates
Florida
$5.05M +$581K +79,525 +12%
PL
10
Protective Life
Alabama
$2.9M
GC
11
Guggenheim Capital
Illinois
$2.51M +$333K +45,503 +14%
MC
12
Moors & Cabot
Massachusetts
$2.34M +$100K +13,747 +4%
UBS Group
13
UBS Group
Switzerland
$2.29M +$277K +37,934 +12%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.2M +$429K +58,702 +21%
OPS
15
Orion Portfolio Solutions
Nebraska
$2.2M +$2M +274,200 +460%
Bank of America
16
Bank of America
North Carolina
$2.19M +$530K +72,552 +28%
CC
17
Claybrook Capital
Massachusetts
$2.1M +$296K +40,518 +15%
Ameriprise
18
Ameriprise
Minnesota
$2.04M +$141K +19,232 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.04M +$289K +39,563 +15%
LPL Financial
20
LPL Financial
California
$1.82M -$290K -39,711 -13%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.81M -$40.4K -5,531 -2%
WP
22
Woodline Partners
California
$1.53M +$1.7M +232,650 New
First Trust Advisors
23
First Trust Advisors
Illinois
$1.52M -$425K -58,100 -20%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.39M -$87.3K -11,940 -5%
Truist Financial
25
Truist Financial
North Carolina
$1.28M -$110K -15,059 -7%

JPC Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2023, worth a combined $135M — down 13% from $155M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPC and 20 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 41 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $6.43M. The largest seller was Bramshill Investments, cutting an estimated $10.6M.

  • 134 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $135M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2023, down 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2023 and 21 closed out, a net change of -1 holder.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2023 was Bramshill Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.