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Nuveen Floating Rate Income Fund
JFR

90 hedge funds and large institutions have $150M invested in Nuveen Floating Rate Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.1% less ownership

Funds ownership: 33.5% → 32.4% (-1.1%)

3% less funds holding

Funds holding: 93 → 90 (-3)

6% less capital invested

Capital invested by funds: $159M → $150M (-$9.39M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$2.68M
2
Invesco
Invesco
Georgia
+$1.14M
3
GC
Guggenheim Capital
Illinois
+$708K
4
F
F3Logic
Minnesota
+$490K
5
Ameriprise
Ameriprise
Minnesota
+$412K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$4.41M
2
EVM
Eaton Vance Management
Massachusetts
-$3.32M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.21M
4
LPL Financial
LPL Financial
California
-$1.15M
5
UBS Group
UBS Group
Switzerland
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$274K +$291K +33,834 New
LWP
52
Lumature Wealth Partners
Georgia
$268K – – –
SPC
53
Sigma Planning Corp
Michigan
$263K -$6.86K -797 -2%
CA
54
CoreCap Advisors
Michigan
$260K -$8.82K -1,025 -3%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$260K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$241K – – –
ACP
57
Aviance Capital Partners
Florida
$202K -$39.3K -4,567 -16%
LSC
58
Logan Stone Capital
Illinois
$202K +$214K +24,892 New
SPIA
59
Steward Partners Investment Advisory
New York
$193K – – –
SDAM
60
Shulman DeMeo Asset Management
New York
$185K -$430 -50 -0.2%
GCP
61
Gill Capital Partners
Colorado
$174K – – –
Cerity Partners
62
Cerity Partners
New York
$162K – – –
IAG
63
Investment Advisory Group
Massachusetts
$158K +$284 +33 +0.2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$157K +$1.03K +120 +0.6%
WWM
65
Western Wealth Management
Colorado
$147K +$206 +24 +0.1%
AWM
66
AE Wealth Management
Kansas
$139K -$44.1K -5,125 -23%
SCA
67
Snowden Capital Advisors
New York
$136K +$144K +16,780 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$117K – – –
MHS
69
M Holdings Securities
Oregon
$115K +$602 +70 +0.5%
FFA
70
Founders Financial Alliance
North Carolina
$103K – – –
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$102K – – –
Stifel Financial
72
Stifel Financial
Missouri
$95K – – –
IFG
73
Independent Financial Group
California
$94.3K +$100K +11,626 New
CCM
74
CTC Capital Management
Illinois
$87K – – –
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$85K +$89.8K +10,445 New
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JFR Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2022, worth a combined $150M — down 5.9% from $159M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JFR and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.

The largest buyer was Oaktree Capital Management, adding an estimated $2.68M. The largest seller was Penserra Capital Management, cutting an estimated $4.41M.

  • 90 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2022, down from 93 in Q2 2022.
  • Funds reported $150M of Nuveen Floating Rate Income Fund stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2022 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2022 was Oaktree Capital Management, an estimated $2.68M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2022 was Penserra Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2022.