Nuveen Preferred & Income Opportunities Fund
134 hedge funds and large institutions have $138M 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.
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: 137 → 134 (-3)
11% less capital invested
Capital invested by funds: $155M → $138M (-$16.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.43M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$1.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$806K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$10.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.18M |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$2.84M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$736K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$663K |
JPC Hedge Fund Activity: Q1 2023 in Review
134 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2023, worth a combined $138M — down 11% 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 $138M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2023, down 11% 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.