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Nuveen Floating Rate Income Fund
JFR

90 hedge funds and large institutions have $150M invested in Nuveen Floating Rate Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.1% less ownership

Funds ownership: 33.5% → 32.4% (-1.1%)

3% less funds holding

Funds holding: 93 → 90 (-3)

6% less capital invested

Capital invested by funds: $159M → $150M (-$9.39M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$2.68M
2
Invesco
Invesco
Georgia
+$1.14M
3
GC
Guggenheim Capital
Illinois
+$708K
4
F
F3Logic
Minnesota
+$490K
5
Ameriprise
Ameriprise
Minnesota
+$412K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$4.41M
2
EVM
Eaton Vance Management
Massachusetts
-$3.32M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.21M
4
LPL Financial
LPL Financial
California
-$1.15M
5
UBS Group
UBS Group
Switzerland
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$901K -$5.73K -666 -0.6%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$898K – – –
SAM
28
Seelaus Asset Management
New Jersey
$730K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$619K -$3.23K -376 -0.5%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$614K – – –
F
31
F3Logic
Minnesota
$600K +$490K +57,028 +334%
EIA
32
Edgemoor Investment Advisors
Maryland
$566K – – –
LCM
33
Landscape Capital Management
New Jersey
$566K +$5.81K +676 +1%
LC
34
Lindbrook Capital
California
$539K -$67K -7,792 -10%
NA
35
NewEdge Advisors
Louisiana
$503K -$28.1K -3,272 -5%
First Trust Advisors
36
First Trust Advisors
Illinois
$494K +$349K +40,520 +199%
SIC
37
Samalin Investment Counsel
New York
$489K +$550 +64 +0.1%
CPC
38
Congress Park Capital
New York
$466K +$237K +27,500 +92%
CA
39
Cetera Advisors
Colorado
$443K – – –
CI
40
Conning Inc
Connecticut
$438K – – –
OFG
41
OTA Financial Group
New York
$394K +$14.5K +1,689 +4%
LP
42
Lloyd Park
Illinois
$382K +$3.91K +455 +1%
SIA
43
Sit Investment Associates
Minnesota
$369K – – –
VEA
44
Virtus ETF Advisers
New York
$354K -$103K -11,997 -22%
ASN
45
Advisory Services Network
Georgia
$332K +$35K +4,064 +11%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$329K +$19K +2,210 +6%
BRWA
47
B. Riley Wealth Advisors
Florida
$324K +$343K +39,859 New
KA
48
Kovack Advisors
Florida
$313K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$288K +$44.8K +5,214 +17%
WS
50
Wedbush Securities
California
$284K -$89.4K -10,400 -23%
1
2
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JFR Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2022, worth a combined $150M — down 5.9% from $159M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JFR and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.

The largest buyer was Oaktree Capital Management, adding an estimated $2.68M. The largest seller was Penserra Capital Management, cutting an estimated $4.41M.

  • 90 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2022, down from 93 in Q2 2022.
  • Funds reported $150M of Nuveen Floating Rate Income Fund stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2022 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2022 was Oaktree Capital Management, an estimated $2.68M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2022 was Penserra Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2022.