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Nuveen Floating Rate Income Fund
JFR

170 hedge funds and large institutions have $465M invested in Nuveen Floating Rate Income Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

130% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 30

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

14.26% more ownership

Funds ownership: 26.71% → 40.97% (+14%)

6% more funds holding

Funds holding: 161 → 170 (+9)

44% less capital invested

Capital invested by funds: $830M → $465M (-$364M)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
35
Increased
69
Reduced
30
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$56.1M
2
MIG
Mariner Investment Group
New York
+$41M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
CWP
Cyndeo Wealth Partners
Florida
+$8.75M
5
CPC
Congress Park Capital
New York
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.91M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.75M
4
BAM
Byrne Asset Management
New Jersey
-$1.26M
5
N
Natixis
France
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$3.25M +$25.2K +2,941 +0.8%
JWCA
27
J.W. Cole Advisors
Florida
$2.75M +$2.78M +324,863 New
GA
28
GraniteShares Advisors
New York
$2.46M +$151K +17,630 +6%
CIA
29
Capital Investment Advisors
Georgia
$2.25M -$147K -17,201 -6%
IAIM
30
International Assets Investment Management
Florida
$2.14M +$140K +16,334 +7%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.04M -$1.75M -204,763 -46%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.04M +$195K +22,792 +10%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.8M -$15.2K -1,777 -0.8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.72M +$154K +17,921 +10%
CL
35
Choreo LLC
Illinois
$1.53M +$630K +73,541 +70%
ACP
36
Aviance Capital Partners
Florida
$1.51M +$7.67K +895 +0.5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.47M – – –
NA
38
NewEdge Advisors
Louisiana
$1.31M -$15.4K -1,793 -1%
AHIA
39
Andrew Hill Investment Advisors
Florida
$1.23M +$218K +25,391 +21%
HKAM
40
Horizon Kinetics Asset Management
New York
$1.22M – – –
AAS
41
Avantax Advisory Services
Texas
$1.22M +$324K +37,835 +36%
VIA
42
Virtus Investment Advisers
Connecticut
$1.11M +$1.12M +130,663 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.07M +$60.5K +7,059 +6%
BI
44
Bramshill Investments
Florida
$942K +$160K +18,638 +20%
IFG
45
Independent Financial Group
California
$926K -$229K -26,715 -20%
MWM
46
Melfa Wealth Management
Massachusetts
$908K -$35.1K -4,092 -4%
SFS
47
Shaker Financial Services
Virginia
$891K -$95.4K -11,135 -10%
OC
48
Oppenheimer & Co
New York
$841K +$227K +26,492 +36%
GCP
49
Gill Capital Partners
Colorado
$836K -$14.8K -1,728 -2%
ASN
50
Advisory Services Network
Georgia
$821K +$38.7K +4,515 +5%
1
2
3 4 5

JFR Hedge Fund Activity: Q1 2025 in Review

170 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2025, worth a combined $465M — down 44% from $830M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JFR positions and 22 closed out — a net gain of 13 holders — while 69 added to existing stakes and 30 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $56.1M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $4.91M sold.

  • 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2025, up from 161 in Q4 2024.
  • Funds reported $465M of Nuveen Floating Rate Income Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 35 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2025 and 22 closed out, a net change of +13 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $56.1M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2025 was Pathstone Holdings, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.