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Nuveen Variable Rate Preferred & Income Fund

46 hedge funds and large institutions have $164M invested in Nuveen Variable Rate Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4246 (+4)

1% more capital invested

Capital invested by funds: $162M → $164M (+$2.04M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 36.78%36.22% (-0.56%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
18
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$315K -$55.7K -2,945 -15%
Lido Advisors
27
Lido Advisors
California
$285K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$255K +$257K +13,612 New
AIS
29
Accredited Investor Services
Minnesota
$236K +$238K +12,595 New
SCM
30
Sage Capital Management
New Jersey
$235K +$236K +12,500 New
WLPWM
31
Walled Lake Planning & Wealth Management
Illinois
$221K
GWM
32
Geneos Wealth Management
Colorado
$216K +$205K +10,840 +1,640%
CIC
33
Carnegie Investment Counsel
Ohio
$207K
Osaic Holdings
34
Osaic Holdings
Arizona
$201K +$26.9K +1,422 +15%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$119K -$93.2K -4,932 -44%
Comerica Bank
36
Comerica Bank
Texas
$47.1K +$1.17K +62 +3%
SW
37
SVB Wealth
Massachusetts
$28.7K +$28.9K +1,531 New
HBW
38
Hazlett, Burt & Watson
West Virginia
$25K +$435 +23 +2%
WA
39
WPG Advisers
Maryland
$22.6K +$4.92K +260 +27%
US Bancorp
40
US Bancorp
Minnesota
$17.8K +$17.9K +947 New
Bank of America
41
Bank of America
North Carolina
$14.3K -$14.6K -770 -50%
FIA
42
FNY Investment Advisers
New York
$13K +$13.2K +700 New
JP Morgan Chase
43
JP Morgan Chase
New York
$6.01K +$6.05K +320 New
CCM
44
Coldstream Capital Management
Washington
$4.99K +$5.03K +266 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2K
AssetMark Inc
46
AssetMark Inc
California
$826
KIM
47
Karpus Investment Management
New York
-$3.04M -166,988 Closed
SA
48
Sanctuary Advisors
Indiana
-$1.37M -71,782 Closed
IAA
49
Independent Advisor Alliance
North Carolina
-$1.17M -63,965 Closed
KPF
50
K2 Principal Fund
Ontario, Canada
-$182K -10,000 Closed

NPFD Hedge Fund Activity: Q1 2025 in Review

46 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Variable Rate Preferred & Income Fund (NPFD) for Q1 2025, worth a combined $164M — up 1.3% from $162M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NPFD positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $13.6M. The largest seller was Pathstone Holdings, cutting an estimated $4.83M.

  • 46 institutional investors held Nuveen Variable Rate Preferred & Income Fund (NPFD) as of Q1 2025, up from 42 in Q4 2024.
  • Funds reported $164M of Nuveen Variable Rate Preferred & Income Fund stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Variable Rate Preferred & Income Fund positions in Q1 2025 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Variable Rate Preferred & Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $13.6M added.
  • The largest Nuveen Variable Rate Preferred & Income Fund seller in Q1 2025 was Pathstone Holdings, an estimated $4.83M sold.

Based on aggregated 13F filings for Q1 2025.