Nuveen Preferred & Income Opportunities Fund
284 hedge funds and large institutions have $487M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 73 reducing their positions, and 40 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 73
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.71% less ownership
Funds ownership: 19.75% → 19.04% (-0.71%)
2% less capital invested
Capital invested by funds: $496M → $487M (-$8.53M)
5% less funds holding
Funds holding: 298 → 284 (-14)
18% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.4M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$1.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.74M |
| 4 |
Cerity Partners
New York
|
+$1.68M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.32M |
| 2 |
Morgan Stanley
New York
|
-$6.99M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.12M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.67M |
| 5 |
Cohen & Steers
New York
|
-$1.68M |
JPC Hedge Fund Activity: Q1 2025 in Review
284 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2025, worth a combined $487M — down 1.7% from $496M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of JPC and 33 opened new positions — a net loss of 7 holders — while 73 trimmed existing stakes and 81 added.
The largest buyer was Bank of America, adding an estimated $2.4M. The largest seller was LPL Financial, cutting an estimated $8.32M.
- 284 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2025, down from 298 in Q4 2024.
- Funds reported $487M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2025, down 1.7% quarter-over-quarter.
- 33 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2025 and 40 closed out, a net change of -7 holders.
- The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2025 was Bank of America, an estimated $2.4M added.
- The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2025 was LPL Financial, an estimated $8.32M sold.
Based on aggregated 13F filings for Q1 2025.