Nuveen Floating Rate Income Fund
79 hedge funds and large institutions have $196M invested in Nuveen Floating Rate Income Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.1% less ownership
Funds ownership: 35.25% → 35.15% (-0.1%)
2% less capital invested
Capital invested by funds: $200M → $196M (-$3.37M)
4% less funds holding
Funds holding: 82 → 79 (-3)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
37% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$7.16M |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$2.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.13M |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$1.84M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.93M |
| 2 |
TAM
Trust Asset Management
Houston,
Texas
|
-$2.76M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$2.13M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.82M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.11M |
JFR Hedge Fund Activity: Q1 2016 in Review
79 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2016, worth a combined $196M — down 1.7% from $200M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of JFR and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 19 added.
The largest buyer was Invesco, adding an estimated $7.16M. The largest seller was Bank of America, cutting an estimated $2.93M.
- 79 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2016, down from 82 in Q4 2015.
- Funds reported $196M of Nuveen Floating Rate Income Fund stock for Q1 2016, down 1.7% quarter-over-quarter.
- 10 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2016 and 13 closed out, a net change of -3 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q1 2016 was Invesco, an estimated $7.16M added.
- The largest Nuveen Floating Rate Income Fund seller in Q1 2016 was Bank of America, an estimated $2.93M sold.
Based on aggregated 13F filings for Q1 2016.