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Nuveen Floating Rate Income Fund
JFR

89 hedge funds and large institutions have $201M invested in Nuveen Floating Rate Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more capital invested

Capital invested by funds: $186M → $201M (+$15.4M)

1.38% more ownership

Funds ownership: 41.27% → 42.65% (+1.4%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 90 → 89 (-1)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
22
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$11.8M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.93M
3
BI
Bulldog Investors
New Jersey
+$1.78M
4
Bank of America
Bank of America
North Carolina
+$948K
5
BFM
Boothbay Fund Management
New York
+$815K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.21M
2
OCM
Oaktree Capital Management
California
-$3.87M
3
LCM
Landscape Capital Management
New Jersey
-$516K
4
Cohen & Steers
Cohen & Steers
New York
-$498K
5
VCM
Vivaldi Capital Management
Illinois
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wela Strategies
Georgia
$974K +$136K +16,662 +17%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$916K -$66K -8,100 -7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$896K -$8.56K -1,050 -1%
6M
29
6 Meridian
Kansas
$867K -$32.3K -3,962 -4%
BFM
30
Boothbay Fund Management
New York
$831K +$815K +100,000 New
SAM
31
Seelaus Asset Management
New Jersey
$791K -$8.15K -1,000 -1%
MIG
32
Mariner Investment Group
New York
$768K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$694K +$106K +12,968 +18%
PAS
34
Park Avenue Securities
New York
$690K +$106K +12,976 +19%
EIA
35
Edgemoor Investment Advisors
Maryland
$689K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$609K -$33.4K -4,102 -5%
Invesco
37
Invesco
Georgia
$584K -$245K -30,044 -30%
CRWM
38
Castle Rock Wealth Management
California
$554K +$560K +68,718 New
SIC
39
Samalin Investment Counsel
New York
$511K -$12K -1,477 -2%
CI
40
Conning Inc
Connecticut
$449K – – –
Truist Financial
41
Truist Financial
North Carolina
$394K -$13.9K -1,700 -3%
MC
42
Matisse Capital
Oregon
$359K -$346K -42,495 -50%
ACP
43
Aviance Capital Partners
Florida
$345K – – –
CCP
44
Clough Capital Partners
Massachusetts
$341K +$334K +41,000 New
VEA
45
Virtus ETF Advisers
New York
$340K -$118K -14,435 -26%
MM
46
Main Management
California
$332K -$48.9K -6,000 -13%
WS
47
Wedbush Securities
California
$313K -$14.5K -1,775 -4%
RJA
48
Raymond James & Associates
Florida
$304K +$12.7K +1,559 +4%
OIA
49
Optimum Investment Advisors
Illinois
$284K -$20.4K -2,500 -7%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$282K -$63.3K -7,763 -19%
1
2
3 4 5

JFR Hedge Fund Activity: Q3 2020 in Review

89 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2020, worth a combined $201M — up 8.3% from $186M a quarter earlier.

Fund positioning in JFR was balanced in Q3 2020: 12 funds opened new positions, 12 closed out, 22 added to existing stakes and 31 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $11.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.21M sold.

  • 89 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2020, down from 90 in Q2 2020.
  • Funds reported $201M of Nuveen Floating Rate Income Fund stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2020 and 12 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2020 was Saba Capital Management, an estimated $11.8M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2020 was Rivernorth Capital Management, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2020.