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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$169M
2
RCM
2
Rivernorth Capital Management
Florida
$64.9M
3
SIA
3
Sit Investment Associates
Minnesota
$44M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Invesco
5
Invesco
Georgia
$29.2M

Top Sellers

1
FPCG
1
Forum Private Client Group
Indiana
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
Creative Planning
4
Creative Planning
Kansas
$93K
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$169M 25,007,534 +23,160,739 +1,254%
RCM
2
Rivernorth Capital Management
Florida
$64.9M 9,605,644 +7,921,053 +470%
SIA
3
Sit Investment Associates
Minnesota
$44M 6,505,892 +6,505,892 New
Invesco
4
Invesco
Georgia
$29.2M 4,313,168 +2,736,555 +174%
UBS Group
5
UBS Group
Switzerland
$22.9M 3,386,454 +3,117,522 +1,159%
Wells Fargo
6
Wells Fargo
California
$21.9M 3,232,672 +1,653,505 +105%
AA
7
AQR Arbitrage
Connecticut
$15M 2,219,116 +1,416,391 +176%
RJA
8
Raymond James & Associates
Florida
$14.6M 2,165,571 +1,356,104 +168%
Bank of America
9
Bank of America
North Carolina
$12.8M 1,890,000 +1,447,738 +327%
PCM
10
Penserra Capital Management
California
$12.5M 1,847,499 +127,870 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.1M 1,791,757 +1,230,541 +219%
LPL Financial
12
LPL Financial
California
$10.9M 1,609,298 +1,360,880 +548%
Cohen & Steers
13
Cohen & Steers
New York
$9.44M 1,395,741 +514,317 +58%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$8.91M 1,317,556 +1,317,556 New
AU
15
Algebris (UK)
United Kingdom
$8.76M 1,429,820 +1,238,786 +648%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.86M 1,162,523 +950,972 +450%
Ameriprise
17
Ameriprise
Minnesota
$7.33M 1,068,819 +754,945 +241%
SCM
18
Saba Capital Management
New York
$6.07M 897,248 +855,885 +2,069%
GIP
19
Greatmark Investment Partners
Georgia
$5.83M 862,713 +862,713 New
CIA
20
Capital Investment Advisors
Georgia
$5.68M 839,675 +744,845 +785%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.62M 830,819 +609,534 +275%
LCM
22
Landscape Capital Management
New Jersey
$5.3M 784,537 +617,164 +369%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.73M 699,939 +511,928 +272%
RL
24
RPO LLC
Connecticut
$4.65M 687,473 +259,031 +60%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4.37M 645,879 +355,996 +123%
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