Nuveen Preferred & Income Opportunities Fund
298 hedge funds and large institutions have $653M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 96 increasing their positions, 13 reducing their positions, and 13 closing their positions.
1,231% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 13
638% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 13
364% more capital invested
Capital invested by funds: $141M → $653M (+$512M)
113% more funds holding
Funds holding: 140 → 298 (+158)
70.81% more ownership
Funds ownership: 21.14% → 91.95% (+71%)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$147M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$50.4M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$41.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPCG
Forum Private Client Group
Fishers,
Indiana
|
-$2.79M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.79M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.79M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
-$565K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$560K |
JPC Hedge Fund Activity: Q4 2023 in Review
298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2023, worth a combined $653M — up 364% from $141M a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new JPC positions and 13 closed out — a net gain of 160 holders — while 96 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $147M. The largest seller was Forum Private Client Group, exiting entirely with an estimated $2.79M sold.
- 298 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2023, up from 140 in Q3 2023.
- Funds reported $653M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2023, up 364% quarter-over-quarter.
- 173 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2023 and 13 closed out, a net change of +160 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $147M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2023 was Forum Private Client Group, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2023.