We are live on ! Find out more
JFR icon

Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $144M invested in Nuveen Floating Rate Income Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 99 → 100 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.27% less ownership

Funds ownership: 32.33% → 32.06% (-0.27%)

4% less capital invested

Capital invested by funds: $150M → $144M (-$5.58M)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
34
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.4M
2
LPL Financial
LPL Financial
California
+$913K
3
LSC
Logan Stone Capital
Illinois
+$852K
4
Morgan Stanley
Morgan Stanley
New York
+$837K
5
LCM
Landscape Capital Management
New Jersey
+$765K

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$8.13M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$574K
3
SIA
Sit Investment Associates
Minnesota
-$529K
4
Invesco
Invesco
Georgia
-$483K
5
GC
Guggenheim Capital
Illinois
-$477K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.07M +$20.8K +2,588 +2%
LCM
27
Landscape Capital Management
New Jersey
$914K +$765K +95,252 +463%
RJA
28
Raymond James & Associates
Florida
$900K +$242K +30,114 +36%
MWM
29
Melfa Wealth Management
Massachusetts
$874K -$22.3K -2,780 -2%
CPC
30
Congress Park Capital
New York
$868K +$201K +25,000 +29%
LSC
31
Logan Stone Capital
Illinois
$836K +$852K +106,006 New
GFA
32
Gallagher Fiduciary Advisors
Illinois
$750K -$44.5K -5,544 -6%
KAS
33
Kestra Advisory Services
Texas
$704K +$717K +89,261 New
WAM
34
Wolverine Asset Management
Illinois
$669K +$682K +84,844 New
First Trust Advisors
35
First Trust Advisors
Illinois
$610K +$20.5K +2,555 +3%
Walleye Capital
36
Walleye Capital
New York
$590K +$600K +74,726 New
SCM
37
Saba Capital Management
New York
$552K +$562K +69,962 New
EIA
38
Edgemoor Investment Advisors
Maryland
$551K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$540K -$3.37K -419 -0.6%
IFG
40
Independent Financial Group
California
$511K +$213K +26,454 +69%
SAM
41
Seelaus Asset Management
New Jersey
$472K -$206K -25,600 -30%
NA
42
NewEdge Advisors
Louisiana
$459K +$5.13K +638 +1%
CI
43
Conning Inc
Connecticut
$426K – – –
SFS
44
Shaker Financial Services
Virginia
$401K +$257K +31,928 +173%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$396K -$304K -37,800 -43%
CA
46
Cetera Advisors
Colorado
$367K -$8.03K -1,000 -2%
ASN
47
Advisory Services Network
Georgia
$342K -$10.6K -1,321 -3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$321K -$62.4K -7,764 -16%
SIC
49
Samalin Investment Counsel
New York
$321K -$78K -9,703 -19%
VEA
50
Virtus ETF Advisers
New York
$293K +$3.87K +481 +1%
1
2
3 4 5

JFR Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2023, worth a combined $144M — down 3.7% from $150M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JFR positions and 16 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $2.4M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $8.13M sold.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2023, up from 99 in Q1 2023.
  • Funds reported $144M of Nuveen Floating Rate Income Fund stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 18 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2023 and 16 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2023 was Rockefeller Capital Management, an estimated $2.4M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2023 was Oaktree Capital Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2023.