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Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $173M invested in Nuveen Floating Rate Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

0.74% less ownership

Funds ownership: 31.03% → 30.29% (-0.74%)

4% less capital invested

Capital invested by funds: $180M → $173M (-$6.96M)

4% less funds holding

Funds holding: 104 → 100 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
38
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.74M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.26M
3
Morgan Stanley
Morgan Stanley
New York
+$2.2M
4
GC
Guggenheim Capital
Illinois
+$1.77M
5
Wells Fargo
Wells Fargo
California
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$4.37M
2
Invesco
Invesco
Georgia
-$2.57M
3
Bank of America
Bank of America
North Carolina
-$2.23M
4
1CP
1607 Capital Partners
Virginia
-$2.12M
5
PCM
Penserra Capital Management
California
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Seelaus Asset Management
New Jersey
$901K – – –
CA
27
Calton & Associates
Florida
$878K +$314K +31,249 +55%
LC
28
Lindbrook Capital
California
$741K -$7.57K -754 -1%
EIA
29
Edgemoor Investment Advisors
Maryland
$699K -$1K -100 -0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$657K +$86.3K +8,598 +15%
NA
31
NewEdge Advisors
Louisiana
$637K -$186K -18,535 -23%
SIA
32
Sit Investment Associates
Minnesota
$580K -$1.48M -147,177 -72%
CA
33
Cetera Advisors
Colorado
$579K +$10K +1,000 +2%
CI
34
Conning Inc
Connecticut
$541K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$537K +$33K +3,284 +7%
SIC
36
Samalin Investment Counsel
New York
$535K +$43.4K +4,322 +9%
WS
37
Wedbush Securities
California
$474K +$9.64K +960 +2%
VEA
38
Virtus ETF Advisers
New York
$473K +$40.5K +4,036 +9%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$437K -$1.18M -118,002 -73%
KA
40
Kovack Advisors
Florida
$377K -$9.03K -900 -2%
CA
41
CoreCap Advisors
Michigan
$329K +$41K +4,082 +14%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$320K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$317K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$315K -$354K -35,278 -53%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$303K +$944 +94 +0.3%
CPC
46
Congress Park Capital
New York
$300K -$376K -37,500 -56%
ACP
47
Aviance Capital Partners
Florida
$295K -$25.5K -2,537 -8%
FIA
48
Foundations Investment Advisors
Arizona
$274K – – –
SPC
49
Sigma Planning Corp
Michigan
$269K +$166K +16,552 +161%
HighTower Advisors
50
HighTower Advisors
Illinois
$267K – – –
1
2
3 4 5

JFR Hedge Fund Activity: Q1 2022 in Review

100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2022, worth a combined $173M — down 3.9% from $180M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JFR and 13 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.74M. The largest seller was Capital Investment Advisors, cutting an estimated $4.37M.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2022, down from 104 in Q4 2021.
  • Funds reported $173M of Nuveen Floating Rate Income Fund stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2022 and 16 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2022 was LPL Financial, an estimated $3.74M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2022 was Capital Investment Advisors, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2022.