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Nuveen Floating Rate Income Fund
JFR

177 hedge funds and large institutions have $382M invested in Nuveen Floating Rate Income Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

14% more capital invested

Capital invested by funds: $335M → $382M (+$46.9M)

4.21% more ownership

Funds ownership: 30.43% → 34.64% (+4.2%)

4% more funds holding

Funds holding: 170 → 177 (+7)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
62
Reduced
53
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.6M
2
LCM
Landscape Capital Management
New Jersey
+$4.72M
3
CPC
Congress Park Capital
New York
+$4.51M
4
SIA
Sit Investment Associates
Minnesota
+$3.49M
5
CWP
Cyndeo Wealth Partners
Florida
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$9.79M
2
SCM
Saba Capital Management
New York
-$9M
3
Wells Fargo
Wells Fargo
California
-$6.2M
4
GC
Guggenheim Capital
Illinois
-$3.43M
5
AAM
Advisors Asset Management
Colorado
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4M -$412K -51,606 -10%
RJA
27
Raymond James & Associates
Florida
$3.86M +$299K +37,372 +9%
SFS
28
Shaker Financial Services
Virginia
$3.82M +$432K +54,007 +13%
CWP
29
Cyndeo Wealth Partners
Florida
$3.18M +$3.1M +387,450 New
AGM
30
Alpine Global Management
New York
$3.16M +$360K +45,000 +13%
RA
31
RFG Advisory
Alabama
$2.94M -$492K -61,505 -15%
CIA
32
Capital Investment Advisors
Georgia
$2.57M -$106K -13,265 -4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.35M +$202K +25,282 +10%
PAS
34
Park Avenue Securities
New York
$2.01M +$486K +60,838 +33%
BI
35
Bulldog Investors
New Jersey
$2M -$115K -14,379 -6%
IAIM
36
International Assets Investment Management
Florida
$1.95M +$124K +15,470 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.93M +$165K +20,660 +10%
RCM
38
Rivernorth Capital Management
Florida
$1.89M -$365K -45,713 -17%
NA
39
NewEdge Advisors
Louisiana
$1.86M +$96.5K +12,076 +6%
CBA
40
Coastal Bridge Advisors
Connecticut
$1.76M +$716K +89,601 +72%
KC
41
Kades & Cheifetz
Pennsylvania
$1.73M -$7.23K -905 -0.4%
BAM
42
Byrne Asset Management
New Jersey
$1.71M -$1.33M -165,947 -44%
GA
43
GraniteShares Advisors
New York
$1.49M +$1.45M +181,282 New
VCM
44
Vivaldi Capital Management
Illinois
$1.46M +$1.35M +168,593 New
IMA
45
Investment Management Associates
Colorado
$1.34M – – –
ACP
46
Aviance Capital Partners
Florida
$1.32M -$218K -27,215 -15%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.29M +$625K +78,225 +129%
N
48
Natixis
France
$1.1M -$2.05M -256,794 -65%
PIWA
49
Prevail Innovative Wealth Advisors
Kansas
$1.09M +$1.06M +132,143 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.08M -$515K -64,450 -33%
1
2
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JFR Hedge Fund Activity: Q4 2023 in Review

177 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2023, worth a combined $382M — up 14% from $335M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JFR positions and 24 closed out — a net gain of 8 holders — while 62 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.6M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $9.79M sold.

  • 177 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $382M of Nuveen Floating Rate Income Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 32 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2023 and 24 closed out, a net change of +8 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $54.6M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q4 2023 was Oaktree Capital Management, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2023.