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
↑ +1
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — JPC

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

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added JPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

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 buying131 selling
Last quarter: 150 funds bought or added vs 131 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: 33 → 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 → 33 → 44 → 41 → 43 new funds/Q
New funds entering each quarter: 33 → 44 → 41 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Of 323 current holders: 187 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
20 of 323 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 131 reduced or exited (89 trimmed, 42 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in JPC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy Nuveen Pfd & Income Opportun (JPC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JPC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
JPC
+3.6%
XLF
+6.6%

JPC outperformed XLF by -3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
JPC
+0.4%
XLF
+3.0%

Since the filing became public, JPC outperformed XLF by -2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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 Q1)

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:
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 11.03% 440,000 $3.3M
2 Smith Asset Management Co., LLC 5.90% 911,404 $6.9M
3 Fca Corp /Tx 1.12% 526,494 $4.0M
4 Wright Wealth LLC 0.98% 194,179 $1.5M
5 Greatmark Investment Partners, INC. 0.87% 985,860 $7.4M
6 Jupiter Wealth Management LLC 0.53% 168,733 $1.3M
7 Mission Hills Financial Advisory, LLC 0.43% 112,170 $846K
8 Melfa Wealth Management, INC. 0.42% 97,015 $731K
9 MSH Capital Advisors LLC 0.40% 252,239 $1.9M
10 Benchmark Investment Advisors LLC 0.39% 88,000 $664K
11 Wealth Advisory Solutions, LLC 0.37% 219,469 $1.7M
12 Palogic Value Management, L.P. 0.32% 100,564 $758K
13 Samalin Investment Counsel, LLC 0.28% 105,673 $797K
14 Everstar Asset Management, LLC 0.27% 66,075 $498K
15 E&G Advisors, LP 0.26% 153,900 $1.2M
16 Fund Advisors of America Inc/FL 0.25% 32,203 $243K
17 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.21% 67,250 $507K
18 Ibex Wealth Advisors 0.21% 292,047 $2.2M
19 Gridiron Partners, LLC 0.20% 43,356 $327K
20 Closed-End Fund Advisors, Inc. 0.19% 24,785 $187K
21 Moors & Cabot, Inc. 0.17% 539,130 $4.1M
22 One Wealth Capital Management, LLC 0.17% 49,025 $389K
23 Prelude Capital Management, LLC 0.17% 289,477 $2.2M
24 Carson Advisory Inc. 0.16% 41,561 $313K
25 Cottage Street Advisors LLC 0.16% 49,799 $375K
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JPC?

Slight buying edge — 53% buying: Last quarter: 150 funds bought or added vs 131 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: 20 of 323 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.

Is it too late to buy Nuveen Pfd & Income Opportun (JPC) following the 2026 Q1 hedge fund 13F filings?

As of today, JPC has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), JPC has gained +3.6% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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