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Nuveen Floating Rate Income Fund
JFR

170 hedge funds and large institutions have $335M invested in Nuveen Floating Rate Income Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 71 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

914% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 7

710% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 10

133% more capital invested

Capital invested by funds: $144M → $335M (+$191M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

70% more funds holding

Funds holding: 100 → 170 (+70)

1.63% less ownership

Funds ownership: 32.06% → 30.43% (-1.6%)

Holders
170
Holders Change
+70
Holders Change %
+70%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
81
Increased
71
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.6M
2
Invesco
Invesco
Georgia
+$12M
3
Bank of America
Bank of America
North Carolina
+$10.5M
4
GC
Guggenheim Capital
Illinois
+$9.73M
5
OCM
Oaktree Capital Management
California
+$9.61M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$836K
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$750K
3
KAS
Kestra Advisory Services
Texas
-$704K
4
WAM
Wolverine Asset Management
Illinois
-$669K
5
LCM
Landscape Capital Management
New Jersey
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$3.54M +$2.56M +317,691 +279%
RA
27
RFG Advisory
Alabama
$3.45M +$1.43M +177,888 +74%
SFS
28
Shaker Financial Services
Virginia
$3.41M +$2.91M +360,909 +716%
N
29
Natixis
France
$3.22M -$80K -9,930 -2%
BAM
30
Byrne Asset Management
New Jersey
$3.1M -$117K -14,480 -4%
CPC
31
Congress Park Capital
New York
$3M +$2.06M +255,000 +232%
AGM
32
Alpine Global Management
New York
$2.79M +$2.74M +340,000 New
CIA
33
Capital Investment Advisors
Georgia
$2.68M +$796K +98,709 +43%
1CP
34
1607 Capital Partners
Virginia
$2.57M +$2.52M +312,970 New
RCM
35
Rivernorth Capital Management
Florida
$2.26M +$2.22M +275,798 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.14M +$885K +109,776 +73%
BI
37
Bulldog Investors
New Jersey
$2.11M +$2.07M +257,177 New
IAIM
38
International Assets Investment Management
Florida
$1.8M +$1.79M +221,891 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.76M +$1.17M +145,662 +213%
NA
40
NewEdge Advisors
Louisiana
$1.75M +$1.25M +154,719 +266%
KC
41
Kades & Cheifetz
Pennsylvania
$1.74M +$91.1K +11,303 +6%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.6M +$366K +45,351 +30%
ACP
43
Aviance Capital Partners
Florida
$1.54M +$1.31M +162,301 +652%
PAS
44
Park Avenue Securities
New York
$1.51M +$388K +48,127 +36%
IMA
45
Investment Management Associates
Colorado
$1.34M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$1.19M +$957K +118,761 +457%
IFG
47
Independent Financial Group
California
$1.1M +$554K +68,701 +106%
MWM
48
Mission Wealth Management
California
$1.09M +$1.07M +132,399 New
MWM
49
Melfa Wealth Management
Massachusetts
$1.07M +$157K +19,464 +18%
CBA
50
Coastal Bridge Advisors
Connecticut
$1.02M +$1M +124,489 New
1
2
3 4 5

JFR Hedge Fund Activity: Q3 2023 in Review

170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2023, worth a combined $335M — up 133% from $144M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JFR positions and 10 closed out — a net gain of 71 holders — while 71 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $836K sold.

  • 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $335M of Nuveen Floating Rate Income Fund stock for Q3 2023, up 133% quarter-over-quarter.
  • 81 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2023 and 10 closed out, a net change of +71 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $23.6M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2023 was Logan Stone Capital, an estimated $836K sold.

Based on aggregated 13F filings for Q3 2023.