Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Pfd & Income Opportun (JPC)

321 + Investors. Track Smart Money conviction in JPC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — JPC

Based on 323 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
323 hedge funds hold JPC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

150 buying132 selling
Last quarter: 150 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 44 → 41 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 21% new
183 out of 323 hedge funds have held JPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~43 new funds/quarter

36 → 34 → 44 → 41 → 43 new funds/Q
New funds entering each quarter: 34 → 44 → 41 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 323 holders: 187 (58%) are 2+ year veterans, 50 entered 1–2 years ago, and 86 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
21 of 321 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in JPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JPC

In 2026 Q1, 150 hedge funds were net buyers of JPC (43 opened a new position, 107 added to an existing one), while 132 reduced or exited (89 trimmed, 43 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 47% of total institutional value in JPC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 323.

Hedge Fund Ownership: JPC

How many hedge funds hold JPC — quarterly history vs. share price
Quarterly hedge fund ownership of JPC vs. share price

Market Analysis: JPC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: JPC
2026 Q2 Stats Unlock in 1 days 321 + Investors

Track Smart Money conviction in JPC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 321 322 -0.31%
13F Shares 65M 65M -0.63%
Total Value $467M $526M -11.24%
New Positions 43 41 +2
Increased Positions 107 96 +11
Closed Positions 44 26 +18
Reduced Positions 88 95 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPC

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Institutional Holders (2026 Q2)

321 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JPC. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JPC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Protective Life Corp 24.77% 440,000 $3.5M
2 Smith Asset Management Co., LLC 5.52% 890,862 $7.0M
3 Fca Corp /Tx 1.08% 554,077 $4.4M
4 Wright Wealth LLC 0.99% 210,089 $1.7M
5 Greatmark Investment Partners, INC. 0.85% 973,962 $7.7M
6 Mission Hills Financial Advisory, LLC 0.78% 226,584 $1.8M
7 Jupiter Wealth Management LLC 0.53% 168,733 $1.3M
8 Kmt Wealth Management, LLC 0.44% 65,897 $519K
9 Wealth Advisory Solutions, LLC 0.42% 261,844 $2.1M
10 Melfa Wealth Management, INC. 0.41% 96,899 $764K
11 MSH Capital Advisors LLC 0.33% 240,963 $1.9M
12 Benchmark Investment Advisors LLC 0.30% 88,000 $693K
13 Palogic Value Management, L.P. 0.26% 100,564 $792K
14 Everstar Asset Management, LLC 0.25% 64,911 $511K
15 Fund Advisors of America Inc/FL 0.24% 32,903 $259K
16 E&G Advisors, LLC 0.23% 153,251 $1.2M
17 One Wealth Capital Management, LLC 0.22% 101,328 $798K
18 Shaker Financial Services, LLC 0.22% 87,000 $689K
19 Prelude Capital Management, LLC 0.20% 350,000 $2.8M
20 Closed-End Fund Advisors, Inc. 0.19% 24,785 $195K
21 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.19% 69,250 $546K
22 Samalin Investment Counsel, LLC 0.18% 74,884 $590K
23 Core Wealth Partners LLC 0.18% 53,224 $419K
24 Ibex Wealth Advisors 0.18% 288,992 $2.3M
25 Moors & Cabot, Inc. 0.17% 544,903 $4.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Pfd & Income Opportun (JPC)

What does the Smart Money Trend signal show for JPC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JPC?

Slight buying edge — 53% buying: Last quarter: 150 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JPC holders?

Elite ownership — 47% AUM from top-100 funds: 21 of 321 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in JPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JPC?

57% of holders stayed for 2+ years: 183 out of 323 hedge funds have held JPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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