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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.

New
Increased
Maintained
Reduced
Closed

0.58% less ownership

Funds ownership: 20.01%19.42% (-0.58%)

2% less capital invested

Capital invested by funds: $135M → $132M (-$2.95M)

4% less funds holding

Funds holding: 134128 (-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

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
33
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$12.5M -$371K -58,517 -3%
Invesco
2
Invesco
Georgia
$10.8M +$539K +85,133 +5%
Wells Fargo
3
Wells Fargo
California
$9.85M +$407K +64,265 +4%
PCM
4
Penserra Capital Management
California
$8.13M +$496K +78,224 +7%
Morgan Stanley
5
Morgan Stanley
New York
$8.07M -$29.8K -4,704 -0.4%
Cohen & Steers
6
Cohen & Steers
New York
$5.86M -$137K -21,561 -2%
RJA
7
Raymond James & Associates
Florida
$5.02M +$42.3K +6,676 +0.9%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.88M +$1.68M +265,425 +80%
OPS
9
Orion Portfolio Solutions
Nebraska
$3.88M +$1.68M +265,425 +80%
SIA
10
Sit Investment Associates
Minnesota
$3.2M -$6.1M -962,747 -66%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.04M +$59.9K +9,456 +2%
PL
12
Protective Life
Alabama
$2.85M
Bank of America
13
Bank of America
North Carolina
$2.58M +$422K +66,665 +20%
UBS Group
14
UBS Group
Switzerland
$2.4M +$146K +23,118 +7%
CC
15
Claybrook Capital
Massachusetts
$2.31M +$241K +37,958 +12%
AA
16
AQR Arbitrage
Connecticut
$2.21M +$1.17M +184,198 +117%
MC
17
Moors & Cabot
Massachusetts
$2.16M -$138K -21,786 -6%
Ameriprise
18
Ameriprise
Minnesota
$2.04M -$7.85K -1,239 -0.4%
GC
19
Guggenheim Capital
Illinois
$2M -$466K -73,479 -19%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.97M -$29.4K -4,633 -1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.86M +$1.1M +174,196 +154%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.79M
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.73M +$710K +111,995 +72%
WP
24
Woodline Partners
California
$1.73M +$219K +34,501 +15%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.63M +$133K +20,999 +9%

JPC Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 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 2.2% from $135M 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 2.2% 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.