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Nuveen Preferred & Income Opportunities Fund
JPC

280 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $586M → $580M (-$6.03M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

1.06% less ownership

Funds ownership: 25.42% → 24.36% (-1.1%)

2% less funds holding

Funds holding: 287 → 280 (-7)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
82
Reduced
89
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.74M
2
LPL Financial
LPL Financial
California
+$3.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.37M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$2.04M
5
UBS Group
UBS Group
Switzerland
+$1.56M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$14.3M
2
Morgan Stanley
Morgan Stanley
New York
-$7.82M
3
AA
AQR Arbitrage
Connecticut
-$4.27M
4
SAG
SageView Advisory Group
California
-$3.59M
5
SIA
Sit Investment Associates
Minnesota
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.4M -$7.82M -1,088,299 -8%
SIA
2
Sit Investment Associates
Minnesota
$46.3M -$2.71M -377,932 -6%
RCM
3
Rivernorth Capital Management
Florida
$37.8M -$14.3M -1,987,261 -28%
Invesco
4
Invesco
Georgia
$30.9M -$2.05M -285,638 -6%
UBS Group
5
UBS Group
Switzerland
$26.4M +$1.56M +216,748 +7%
Wells Fargo
6
Wells Fargo
California
$25.7M +$636K +88,491 +3%
LPL Financial
7
LPL Financial
California
$24.8M +$3.67M +511,226 +18%
Bank of America
8
Bank of America
North Carolina
$24.6M +$5.74M +799,453 +32%
RJA
9
Raymond James & Associates
Florida
$17.7M +$736K +102,477 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$15.6M +$2.37M +330,439 +19%
PCM
11
Penserra Capital Management
California
$14.2M +$303K +42,153 +2%
Cohen & Steers
12
Cohen & Steers
New York
$10.2M -$215K -30,000 -2%
AU
13
Algebris (UK)
United Kingdom
$9.97M – – –
AA
14
AQR Arbitrage
Connecticut
$9.14M -$4.27M -594,606 -33%
Ameriprise
15
Ameriprise
Minnesota
$7.89M -$70.3K -9,783 -0.9%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$7.85M -$823K -114,508 -10%
GIP
17
Greatmark Investment Partners
Georgia
$7.69M +$452K +62,860 +6%
CIA
18
Capital Investment Advisors
Georgia
$7.59M +$642K +89,349 +10%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$6.12M +$1.02M +141,783 +21%
GC
20
Guggenheim Capital
Illinois
$5.71M +$1.31M +182,131 +31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.6M +$323K +44,951 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.49M -$1.88M -261,509 -26%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.3M -$758K -105,517 -13%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$5.29M +$237K +33,036 +5%
AAM
25
Advisors Asset Management
Colorado
$5.14M +$1.52M +211,759 +44%
1
2 3 4 5

JPC Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2024, worth a combined $580M — down 1% from $586M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JPC and 28 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $5.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.3M.

  • 280 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2024, down from 287 in Q1 2024.
  • Funds reported $580M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 28 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2024 and 30 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2024 was Bank of America, an estimated $5.74M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.