We are live on ! Find out more
NPFD icon

Nuveen Variable Rate Preferred & Income Fund

42 hedge funds and large institutions have $162M invested in Nuveen Variable Rate Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

1.29% more ownership

Funds ownership: 35.49%36.78% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $162M → $162M (-$227K)

18% less funds holding

Funds holding: 5142 (-9)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
25
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$362K +$13.1K +694 +4%
JRCM
27
Jones Road Capital Management
New York
$358K
UPS
28
UHLMANN PRICE SECURITIES
Illinois
$355K +$10.6K +562 +3%
Lido Advisors
29
Lido Advisors
California
$274K
CIC
30
Carnegie Investment Counsel
Ohio
$219K
WLPWM
31
Walled Lake Planning & Wealth Management
Illinois
$215K
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$206K -$154K -8,105 -42%
KPF
33
K2 Principal Fund
Ontario, Canada
$182K +$189K +10,000 New
Osaic Holdings
34
Osaic Holdings
Arizona
$169K +$105K +5,527 +147%
Comerica Bank
35
Comerica Bank
Texas
$44.6K -$11.6K -610 -20%
Bank of America
36
Bank of America
North Carolina
$27.9K +$14.6K +770 +101%
HBW
37
Hazlett, Burt & Watson
West Virginia
$24K +$871 +46 +4%
WA
38
WPG Advisers
Maryland
$17.2K +$17.9K +946 New
GWM
39
Geneos Wealth Management
Colorado
$12.1K +$4.11K +217 +49%
VWM
40
Venturi Wealth Management
Texas
$2.12K +$511 +27 +30%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$2K
AssetMark Inc
42
AssetMark Inc
California
$802
SCM
43
Saba Capital Management
New York
-$11.7M -616,954 Closed
CA
44
Corrado Advisors
New Jersey
-$1.15M -60,590 Closed
MC
45
Matisse Capital
Oregon
-$857K -45,244 Closed
Walleye Capital
46
Walleye Capital
New York
-$217K -11,448 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
-$216K -11,284 Closed
PAM
48
PVG Asset Management
Colorado
-$195K -10,275 Closed
OC
49
Oppenheimer & Co
New York
-$194K -10,250 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$34.1K -1,800 Closed

NPFD Hedge Fund Activity: Q4 2024 in Review

42 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen Variable Rate Preferred & Income Fund (NPFD) for Q4 2024, worth a combined $162M — down 0.14% from $162M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NPFD and 3 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 25 added.

The largest buyer was Wells Fargo, adding an estimated $11.5M. The largest seller was Saba Capital Management, exiting entirely with an estimated $11.7M sold.

  • 42 institutional investors held Nuveen Variable Rate Preferred & Income Fund (NPFD) as of Q4 2024, down from 51 in Q3 2024.
  • Funds reported $162M of Nuveen Variable Rate Preferred & Income Fund stock for Q4 2024, down 0.14% quarter-over-quarter.
  • 3 funds opened new Nuveen Variable Rate Preferred & Income Fund positions in Q4 2024 and 12 closed out, a net change of -9 holders.
  • The largest Nuveen Variable Rate Preferred & Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.5M added.
  • The largest Nuveen Variable Rate Preferred & Income Fund seller in Q4 2024 was Saba Capital Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.