Nuveen Preferred & Income Opportunities Fund
298 hedge funds and large institutions have $496M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 74 reducing their positions, and 39 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
23% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 74
3% more funds holding
Funds holding: 288 → 298 (+10)
0.58% less ownership
Funds ownership: 20.33% → 19.75% (-0.58%)
5% less capital invested
Capital invested by funds: $524M → $496M (-$28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.81M |
| 2 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$2.63M |
| 3 |
PCM
Prelude Capital Management
New York
|
+$2.41M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.18M |
| 5 |
FC
FCA Corp
Houston,
Texas
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.8M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$5.65M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$4.55M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.87M |
| 5 |
Cohen & Steers
New York
|
-$2.98M |
JPC Hedge Fund Activity: Q4 2024 in Review
298 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q4 2024, worth a combined $496M — down 5.4% from $524M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new JPC positions and 39 closed out — a net gain of 15 holders — while 91 added to existing stakes and 74 trimmed.
The largest buyer was Bank of America, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.
- 298 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q4 2024, up from 288 in Q3 2024.
- Funds reported $496M of Nuveen Preferred & Income Opportunities Fund stock for Q4 2024, down 5.4% quarter-over-quarter.
- 54 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q4 2024 and 39 closed out, a net change of +15 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q4 2024 was Bank of America, an estimated $4.81M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2024.