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Nuveen Preferred & Income Opportunities Fund

287 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 73

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

3% more funds holding

Funds holding: 280287 (+7)

3.94% less ownership

Funds ownership: 24.36%20.42% (-3.9%)

10% less capital invested

Capital invested by funds: $580M → $523M (-$56.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
287
Holders Change
+7
Holders Change %
+2.5%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
96
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.7M -$23.2M -2,994,338 -24%
SIA
2
Sit Investment Associates
Minnesota
$42.2M -$7.53M -971,205 -16%
UBS Group
3
UBS Group
Switzerland
$32.4M +$3.68M +473,948 +13%
Wells Fargo
4
Wells Fargo
California
$27.9M +$213K +27,392 +0.8%
LPL Financial
5
LPL Financial
California
$27.6M +$730K +94,049 +3%
Invesco
6
Invesco
Georgia
$25.9M -$7.16M -923,413 -22%
Bank of America
7
Bank of America
North Carolina
$25.8M -$782K -100,772 -3%
RJA
8
Raymond James & Associates
Florida
$20.7M +$1.47M +190,036 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.7M +$775K +99,924 +5%
Cohen & Steers
10
Cohen & Steers
New York
$11M
CIA
11
Capital Investment Advisors
Georgia
$8.63M +$412K +53,059 +5%
GIP
12
Greatmark Investment Partners
Georgia
$8.25M -$60.9K -7,854 -0.8%
GC
13
Guggenheim Capital
Illinois
$8.19M +$1.95M +250,800 +33%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$7.41M +$766K +98,740 +12%
AAM
15
Advisors Asset Management
Colorado
$6.9M +$1.3M +167,337 +24%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$6.82M +$1.06M +136,709 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.06M +$14.8K +1,912 +0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.77M +$38.5K +4,965 +0.7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.38M +$348K +44,876 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.03M -$871K -112,268 -15%
PCM
21
Penserra Capital Management
California
$5.01M -$9.9M -1,276,056 -67%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.93M +$575K +74,105 +14%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$4.55M -$3.78M -486,730 -46%
Stifel Financial
24
Stifel Financial
Missouri
$4.48M -$9.67K -1,246 -0.2%
Ameriprise
25
Ameriprise
Minnesota
$4.4M -$3.98M -512,873 -48%

JPC Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q3 2024, worth a combined $523M — down 9.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JPC positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $3.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $37.8M sold.

  • 287 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $523M of Nuveen Preferred & Income Opportunities Fund stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 40 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q3 2024 and 31 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q3 2024 was UBS Group, an estimated $3.68M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2024.