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Nuveen Floating Rate Income Fund
JFR

103 hedge funds and large institutions have $222M invested in Nuveen Floating Rate Income Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more funds holding

Funds holding: 89 → 103 (+14)

10% more capital invested

Capital invested by funds: $201M → $222M (+$20.6M)

1.89% more ownership

Funds ownership: 42.65% → 44.54% (+1.9%)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
23
Increased
27
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$3.17M
2
LCM
Landscape Capital Management
New Jersey
+$1.73M
3
RCM
Rivernorth Capital Management
Florida
+$1.56M
4
Morgan Stanley
Morgan Stanley
New York
+$1.45M
5
MIG
Mariner Investment Group
New York
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$3.82M
2
UBS Group
UBS Group
Switzerland
-$922K
3
BI
Bulldog Investors
New Jersey
-$843K
4
BFM
Boothbay Fund Management
New York
-$831K
5
CRWM
Castle Rock Wealth Management
California
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$1.61M +$1.56M +184,645 New
SIA
27
Sit Investment Associates
Minnesota
$1.57M +$289K +34,300 +24%
IMA
28
Investment Management Associates
Colorado
$1.57M +$1.52M +180,000 New
QC
29
Quantedge Capital
Singapore
$1.23M +$1.19M +141,012 New
SFS
30
Shaker Financial Services
Virginia
$1.16M +$1.12M +132,942 New
KAS
31
Kestra Advisory Services
Texas
$1.09M +$915K +108,493 +655%
BI
32
Bulldog Investors
New Jersey
$1.03M -$843K -100,000 -46%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$987K +$29.5K +3,500 +3%
WS
34
Wela Strategies
Georgia
$984K -$39K -4,623 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$965K +$22.6K +2,677 +2%
6M
36
6 Meridian
Kansas
$909K -$2.81K -333 -0.3%
SAM
37
Seelaus Asset Management
New Jersey
$828K -$4.22K -500 -0.5%
Millennium Management
38
Millennium Management
New York
$784K +$756K +89,715 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$783K -$13.5K -1,600 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$779K +$47.1K +5,586 +7%
PAS
41
Park Avenue Securities
New York
$774K +$47K +5,572 +7%
EIA
42
Edgemoor Investment Advisors
Maryland
$724K – – –
RJA
43
Raymond James & Associates
Florida
$588K +$258K +30,639 +84%
SIC
44
Samalin Investment Counsel
New York
$575K +$36.2K +4,296 +7%
CI
45
Conning Inc
Connecticut
$472K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$466K -$169K -20,058 -27%
Invesco
47
Invesco
Georgia
$428K -$179K -21,265 -30%
Truist Financial
48
Truist Financial
North Carolina
$386K -$28K -3,315 -7%
MC
49
Matisse Capital
Oregon
$377K – – –
CCP
50
Clough Capital Partners
Massachusetts
$358K – – –
1
2
3 4 5

JFR Hedge Fund Activity: Q4 2020 in Review

103 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2020, worth a combined $222M — up 10% from $201M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JFR positions and 9 closed out — a net gain of 14 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $3.17M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $3.82M sold.

  • 103 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2020, up from 89 in Q3 2020.
  • Funds reported $222M of Nuveen Floating Rate Income Fund stock for Q4 2020, up 10% quarter-over-quarter.
  • 23 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2020 and 9 closed out, a net change of +14 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $3.17M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q4 2020 was Oaktree Capital Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2020.