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Nuveen Floating Rate Income Fund

185 hedge funds and large institutions have $450M invested in Nuveen Floating Rate Income Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 43.43%44.66% (+1.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less capital invested

Capital invested by funds: $456M → $450M (-$5.48M)

2% less funds holding

Funds holding: 188185 (-3)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
50
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.6M -$2.99M -389,647 -6%
SIA
2
Sit Investment Associates
Minnesota
$34.9M +$474K +61,751 +1%
CPC
3
Congress Park Capital
New York
$23.5M +$7.19M +936,565 +43%
Invesco
4
Invesco
Georgia
$22.1M +$153K +19,925 +0.7%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$21.8M +$22.2M +2,897,039 New
PCM
6
Penserra Capital Management
California
$20.9M +$1.98M +257,602 +10%
LPL Financial
7
LPL Financial
California
$19.7M -$2.14M -279,246 -10%
Wells Fargo
8
Wells Fargo
California
$18.8M +$6.73M +877,608 +54%
1CP
9
1607 Capital Partners
Virginia
$16.3M +$12.8M +1,673,949 +341%
GC
10
Guggenheim Capital
Illinois
$14.6M -$1.9M -248,080 -11%
Bank of America
11
Bank of America
North Carolina
$14.4M -$1.11M -144,584 -7%
CWP
12
Cyndeo Wealth Partners
Florida
$13.5M +$2.03M +265,100 +17%
IA
13
Icon Advisers
Colorado
$12.9M +$148K +19,288 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$11.9M +$1.48M +193,420 +14%
AAM
15
Advisors Asset Management
Colorado
$11.7M +$1.12M +145,634 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.62M +$1.37M +178,977 +16%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$7.06M -$495K -64,517 -6%
UBS Group
18
UBS Group
Switzerland
$6.88M +$707K +92,204 +11%
Cohen & Steers
19
Cohen & Steers
New York
$6.42M
Ameriprise
20
Ameriprise
Minnesota
$6.25M +$496K +64,649 +8%
KWM
21
Kanen Wealth Management
Florida
$6.12M +$351K +45,800 +6%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.49M -$231K -30,116 -4%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$5.36M -$1.26M -163,662 -19%
EFG
24
Ethos Financial Group
Pennsylvania
$5.06M
LSC
25
Logan Stone Capital
Illinois
$3.78M -$5.99M -780,696 -61%

JFR Hedge Fund Activity: Q1 2026 in Review

185 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2026, worth a combined $450M — down 1.2% from $456M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JFR positions and 23 closed out — a net gain of 2 holders — while 50 added to existing stakes and 68 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $22.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $21.7M sold.

  • 185 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2026, down from 188 in Q4 2025.
  • Funds reported $450M of Nuveen Floating Rate Income Fund stock for Q1 2026, down 1.2% quarter-over-quarter.
  • 25 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2026 and 23 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $22.2M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2026.