Nuveen Preferred & Income Opportunities Fund
128 hedge funds and large institutions have $132M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 21 closing their positions.
0.58% less ownership
Funds ownership: 20.01% → 19.42% (-0.58%)
4% less funds holding
Funds holding: 134 → 128 (-6)
18% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 40
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
26% less capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $16.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.68M |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.68M |
| 3 |
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.17M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.1M |
| 5 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.1M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.79M |
| 3 |
Capital Investment Advisors
Atlanta,
Georgia
|
-$634K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$466K |
| 5 |
Bramshill Investments
Naples,
Florida
|
-$371K |
JPC Hedge Fund Activity: Q2 2023 in Review
128 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2023, worth a combined $132M — down 4.3% from $138M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of JPC and 17 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 33 added.
The largest buyer was Brinker Capital Investments, adding an estimated $1.68M. The largest seller was Sit Investment Associates, cutting an estimated $6.1M.
- 128 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2023, down from 134 in Q1 2023.
- Funds reported $132M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2023, down 4.3% quarter-over-quarter.
- 17 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2023 and 21 closed out, a net change of -4 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2023 was Brinker Capital Investments, an estimated $1.68M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2023 was Sit Investment Associates, an estimated $6.1M sold.
Based on aggregated 13F filings for Q2 2023.