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Nuveen Floating Rate Income Fund

93 hedge funds and large institutions have $139M invested in Nuveen Floating Rate Income Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

6% more funds holding

Funds holding: 8893 (+5)

0.67% more ownership

Funds ownership: 22.62%23.29% (+0.67%)

1% less capital invested

Capital invested by funds: $140M → $139M (-$1.67M)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
32
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$851K +$879K +81,473 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$765K +$12.2K +1,127 +2%
SFS
28
Shaker Financial Services
Virginia
$714K +$446K +41,354 +153%
CRC
29
Curi RMB Capital
Illinois
$708K +$510K +47,276 +230%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$668K
ACP
31
Aviance Capital Partners
Florida
$632K -$6.04K -560 -0.9%
CIA
32
Capital Investment Advisors
Georgia
$601K -$17.5K -1,625 -3%
CI
33
Conning Inc
Connecticut
$564K
Walleye Trading
34
Walleye Trading
New York
$530K
OIA
35
Optimum Investment Advisors
Illinois
$521K +$399 +37 +0.1%
WS
36
Wedbush Securities
California
$513K
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$500K -$5.39K -500 -1%
LPL Financial
38
LPL Financial
California
$463K +$36.8K +3,410 +8%
SSWM
39
Sheets Smith Wealth Management
North Carolina
$413K -$10.8K -1,000 -2%
TIA
40
Tiemann Investment Advisors
California
$410K +$442 +41 +0.1%
Millennium Management
41
Millennium Management
New York
$398K -$276K -25,611 -40%
TC
42
Telemus Capital
Michigan
$391K +$35K +3,250 +10%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$374K +$6.56K +608 +2%
PAG
44
Private Advisor Group
New Jersey
$360K -$772K -71,636 -67%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$352K -$28K -2,598 -7%
CFA
46
Cahill Financial Advisors
Minnesota
$316K -$210K -19,452 -39%
IA
47
IFP Advisors
Florida
$264K +$141K +13,092 +108%
WP
48
WealthSource Partners
California
$250K +$421 +39 +0.2%
Stifel Financial
49
Stifel Financial
Missouri
$245K +$254K +23,582 New
TW
50
Transform Wealth
Colorado
$242K +$8.63K +800 +4%

JFR Hedge Fund Activity: Q2 2018 in Review

93 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2018, worth a combined $139M — down 1.2% from $140M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JFR positions and 9 closed out — a net gain of 5 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Invesco Senior Secured Management, opening a new position worth an estimated $8.72M. The largest seller was Laurion Capital Management, cutting an estimated $5.66M.

  • 93 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2018, up from 88 in Q1 2018.
  • Funds reported $139M of Nuveen Floating Rate Income Fund stock for Q2 2018, down 1.2% quarter-over-quarter.
  • 14 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2018 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2018 was Invesco Senior Secured Management, an estimated $8.72M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2018 was Laurion Capital Management, an estimated $5.66M sold.

Based on aggregated 13F filings for Q2 2018.