JFR icon

Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

96 hedge funds and large institutions have $172M invested in Nuveen Floating Rate Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
NCM
2
Next Capital Management
New York
$1.79M
3
LPL Financial
3
LPL Financial
California
$11.6M
4
WS
4
Wela Strategies
Georgia
$929K
5
6M
5
6 Meridian
Kansas
$819K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$2.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.64M
3
HIM
3
Hanlon Investment Management
New Jersey
$1.31M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$331K +$44.3K +4,552 +15%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$329K -$23.2K -2,386 -7%
PAS
53
Park Avenue Securities
New York
$320K +$43.3K +4,463 +16%
AG
54
Advisor Group
Arizona
$310K +$128K +13,146 +70%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$306K -$58.2K -6,000 -16%
WS
56
Wedbush Securities
California
$305K +$972 +100 +0.3%
UCFA
57
United Capital Financial Advisors
Texas
$302K -$2.55K -262 -0.8%
CCM
58
Coe Capital Management
Illinois
$282K -$39.8K -4,100 -12%
DAS
59
Dynamic Advisor Solutions
Arizona
$277K +$157K +16,091 +130%
OC
60
Oppenheimer & Co
New York
$263K -$14K -1,437 -5%
FWIA
61
Fort Washington Investment Advisors
Ohio
$245K – – –
IWC
62
Integrated Wealth Concepts
Massachusetts
$225K – – –
CIBC World Market
63
CIBC World Market
Ontario, Canada
$223K -$4.61K -475 -2%
First Trust Advisors
64
First Trust Advisors
Illinois
$216K +$18.9K +1,942 +10%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$204K – – –
ASN
66
Advisory Services Network
Georgia
$203K – – –
CIC
67
Carnegie Investment Counsel
Ohio
$165K -$19.4K -2,000 -11%
FIM
68
Frontier Investment Management
Texas
$152K +$152K +15,640 New
TC
69
Telemus Capital
Michigan
$148K – – –
CA
70
Cetera Advisors
Colorado
$146K – – –
BRWA
71
B. Riley Wealth Advisors
Florida
$126K +$1.04K +107 +0.8%
CAN
72
Cetera Advisor Networks
California
$123K -$12K -1,238 -9%
WIA
73
World Investment Advisors
California
$114K – – –
HH
74
Hilltop Holdings
Texas
$107K – – –
SPC
75
Sigma Planning Corp
Michigan
$105K -$1.42K -146 -1%
1 2
3
4 5