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Nuveen Preferred & Income Opportunities Fund

320 hedge funds and large institutions have $490M invested in Nuveen Preferred & Income Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 90

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 20.42%20.31% (-0.12%)

2% less funds holding

Funds holding: 327320 (-7)

7% less capital invested

Capital invested by funds: $530M → $490M (-$39.5M)

Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
107
Reduced
90
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41M -$11.9M -1,475,532 -21%
Bank of America
2
Bank of America
North Carolina
$36M +$2.06M +254,855 +6%
Wells Fargo
3
Wells Fargo
California
$35.1M +$1.99M +245,746 +6%
UBS Group
4
UBS Group
Switzerland
$33.2M +$681K +84,221 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$30.7M +$2M +248,042 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.7M +$14.2M +1,751,478 +155%
Invesco
7
Invesco
Georgia
$19.4M -$4.66M -576,795 -18%
LPL Financial
8
LPL Financial
California
$17.2M +$218K +26,908 +1%
GC
9
Guggenheim Capital
Illinois
$14.4M +$86.1K +10,646 +0.6%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$11.6M +$2.63M +325,573 +27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.21M -$113K -13,962 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.15M +$192K +23,710 +2%
Cerity Partners
13
Cerity Partners
New York
$9M +$1.36M +168,645 +16%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8.35M -$71.2K -8,808 -0.8%
GIP
15
Greatmark Investment Partners
Georgia
$7.43M -$135K -16,732 -2%
MOS
16
MGO One Seven
Ohio
$7.41M +$169K +20,859 +2%
SAM
17
Smith Asset Management
Florida
$6.87M -$118K -14,620 -2%
Truist Financial
18
Truist Financial
North Carolina
$6.7M +$811K +100,313 +13%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$6.06M +$566K +70,033 +10%
Ameriprise
20
Ameriprise
Minnesota
$5.99M +$299K +36,996 +5%
Cohen & Steers
21
Cohen & Steers
New York
$5.92M
KAS
22
Kestra Advisory Services
Texas
$5.61M +$705K +87,270 +13%
AAM
23
Advisors Asset Management
Colorado
$5.05M -$1.2M -148,540 -18%
MC
24
Moors & Cabot
Massachusetts
$4.07M +$17.7K +2,188 +0.4%
FC
25
FCA Corp
Texas
$3.97M +$87.4K +10,817 +2%