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Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $176M invested in Nuveen Floating Rate Income Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

12% more capital invested

Capital invested by funds: $158M → $176M (+$18.5M)

2.32% more ownership

Funds ownership: 29.96% → 32.28% (+2.3%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 101 → 100 (-1)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
37
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.84M
2
UBS Group
UBS Group
Switzerland
+$7.4M
3
RCM
Rivernorth Capital Management
Florida
+$4.47M
4
EVM
Eaton Vance Management
Massachusetts
+$3.78M
5
VIA
Vident Investment Advisory
Georgia
+$3.66M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.25M
2
RCA
Restructuring Capital Associates
Connecticut
-$4.54M
3
Bank of America
Bank of America
North Carolina
-$3.9M
4
SCM
Saba Capital Management
New York
-$1.33M
5
Jane Street
Jane Street
New York
-$904K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
51
BB&T Securities
Virginia
$302K +$40.5K +4,150 +15%
LCM
52
Landscape Capital Management
New Jersey
$279K -$290K -29,667 -51%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$278K +$8.36K +856 +3%
OC
54
Oppenheimer & Co
New York
$273K +$118K +12,038 +74%
Millennium Management
55
Millennium Management
New York
$271K -$707K -72,322 -72%
FWIA
56
Fort Washington Investment Advisors
Ohio
$261K -$710K -72,700 -73%
NCM
57
Next Capital Management
New York
$257K +$101K +10,362 +64%
TC
58
Telemus Capital
Michigan
$255K – – –
SDAM
59
Shulman DeMeo Asset Management
New York
$249K -$1.51K -155 -0.6%
PAS
60
Park Avenue Securities
New York
$246K +$18K +1,838 +8%
BCM
61
Breiter Capital Management
Florida
$236K +$212K +21,680 New
CIBC World Market
62
CIBC World Market
Ontario, Canada
$226K -$7.33K -750 -3%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$202K +$205K +21,000 New
CRC
64
Curi RMB Capital
Illinois
$193K -$39.8K -4,070 -17%
CIC
65
Carnegie Investment Counsel
Ohio
$183K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$173K +$186 +19 +0.1%
AG
67
Advisor Group
Arizona
$165K +$21.4K +2,190 +15%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$162K +$977 +100 +0.6%
ASN
69
Advisory Services Network
Georgia
$155K -$29.4K -3,012 -16%
SRCM
70
Swift Run Capital Management
Virginia
$154K – – –
CAN
71
Cetera Advisor Networks
California
$153K +$489 +50 +0.3%
CA
72
Cetera Advisors
Colorado
$144K +$15.6K +1,600 +12%
IA
73
IFP Advisors
Florida
$140K -$33.4K -3,416 -19%
First Trust Advisors
74
First Trust Advisors
Illinois
$130K +$19.4K +1,988 +17%
BRWA
75
B. Riley Wealth Advisors
Florida
$123K +$1.45K +148 +1%
1 2
3
4 5

JFR Hedge Fund Activity: Q1 2019 in Review

100 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2019, worth a combined $176M — up 12% from $158M a quarter earlier.

Fund positioning in JFR was balanced in Q1 2019: 15 funds opened new positions, 15 closed out, 37 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.84M. The largest seller was JP Morgan Chase, cutting an estimated $5.25M.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2019, down from 101 in Q4 2018.
  • Funds reported $176M of Nuveen Floating Rate Income Fund stock for Q1 2019, up 12% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2019 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2019 was LPL Financial, an estimated $8.84M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2019 was JP Morgan Chase, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2019.