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Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $173M invested in Nuveen Floating Rate Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

0.74% less ownership

Funds ownership: 31.03% → 30.29% (-0.74%)

4% less capital invested

Capital invested by funds: $180M → $173M (-$6.96M)

4% less funds holding

Funds holding: 104 → 100 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
38
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.74M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.26M
3
Morgan Stanley
Morgan Stanley
New York
+$2.2M
4
GC
Guggenheim Capital
Illinois
+$1.77M
5
Wells Fargo
Wells Fargo
California
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$4.37M
2
Invesco
Invesco
Georgia
-$2.57M
3
Bank of America
Bank of America
North Carolina
-$2.23M
4
1CP
1607 Capital Partners
Virginia
-$2.12M
5
PCM
Penserra Capital Management
California
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$245K +$246K +24,500 New
AWM
52
AE Wealth Management
Kansas
$243K +$244K +24,300 New
ASN
53
Advisory Services Network
Georgia
$233K +$35.8K +3,570 +18%
SDAM
54
Shulman DeMeo Asset Management
New York
$231K -$11.2K -1,117 -5%
PFO
55
Pathstone Family Office
New Jersey
$227K – – –
RJFSA
56
Raymond James Financial Services Advisors
Florida
$217K -$10.8K -1,077 -5%
GCP
57
Gill Capital Partners
Colorado
$215K +$215K +21,469 New
BRWM
58
B. Riley Wealth Management
Tennessee
$209K +$72.7K +7,244 +53%
LWP
59
Lumature Wealth Partners
Georgia
$205K – – –
WWM
60
Western Wealth Management
Colorado
$203K +$204K +20,290 New
Cerity Partners
61
Cerity Partners
New York
$200K – – –
IAG
62
Investment Advisory Group
Massachusetts
$196K +$80 +8 +0%
LA
63
Latitude Advisors
Florida
$196K +$66K +6,578 +51%
IWC
64
Integrated Wealth Concepts
Massachusetts
$145K +$12.5K +1,250 +9%
MHS
65
M Holdings Securities
Oregon
$140K +$140K +13,992 New
LWM
66
Ledge Wealth Management
Minnesota
$135K +$135K +13,480 New
Millennium Management
67
Millennium Management
New York
$132K +$132K +13,156 New
GMA
68
Glassy Mountain Advisors
Maryland
$130K – – –
FFA
69
Founders Financial Alliance
North Carolina
$127K – – –
SWM
70
Spire Wealth Management
Virginia
$126K +$532 +53 +0.4%
Citadel Advisors
71
Citadel Advisors
Florida
$121K +$122K +12,122 New
Stifel Financial
72
Stifel Financial
Missouri
$118K +$10.3K +1,023 +9%
WSTAM
73
Wilbanks Smith & Thomas Asset Management
Virginia
$117K – – –
First Trust Advisors
74
First Trust Advisors
Illinois
$115K +$2.92K +291 +3%
BRWA
75
B. Riley Wealth Advisors
Florida
$114K +$1.25K +125 +1%
1 2
3
4 5

JFR Hedge Fund Activity: Q1 2022 in Review

100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2022, worth a combined $173M — down 3.9% from $180M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JFR and 13 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.74M. The largest seller was Capital Investment Advisors, cutting an estimated $4.37M.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2022, down from 104 in Q4 2021.
  • Funds reported $173M of Nuveen Floating Rate Income Fund stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2022 and 16 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2022 was LPL Financial, an estimated $3.74M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2022 was Capital Investment Advisors, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2022.