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Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $144M invested in Nuveen Floating Rate Income Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 99 → 100 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.27% less ownership

Funds ownership: 32.33% → 32.06% (-0.27%)

4% less capital invested

Capital invested by funds: $150M → $144M (-$5.58M)

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
34
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.4M
2
LPL Financial
LPL Financial
California
+$913K
3
LSC
Logan Stone Capital
Illinois
+$852K
4
Morgan Stanley
Morgan Stanley
New York
+$837K
5
LCM
Landscape Capital Management
New Jersey
+$765K

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$8.13M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$574K
3
SIA
Sit Investment Associates
Minnesota
-$529K
4
Invesco
Invesco
Georgia
-$483K
5
GC
Guggenheim Capital
Illinois
-$477K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
51
Glass Jacobson Investment Advisors
Maryland
$278K +$283K +35,260 New
EC
52
Elequin Capital
New York
$263K +$246K +30,625 +1,138%
KA
53
Kovack Advisors
Florida
$263K +$47.4K +5,900 +22%
LWP
54
Lumature Wealth Partners
Georgia
$260K – – –
BRWA
55
B. Riley Wealth Advisors
Florida
$246K +$4.39K +547 +2%
CA
56
CoreCap Advisors
Michigan
$237K +$241K +30,046 New
Cerity Partners
57
Cerity Partners
New York
$231K -$121K -15,000 -34%
SPC
58
Sigma Planning Corp
Michigan
$219K +$1.04K +130 +0.5%
SPIA
59
Steward Partners Investment Advisory
New York
$213K +$25.5K +3,180 +13%
HighTower Advisors
60
HighTower Advisors
Illinois
$204K – – –
ACP
61
Aviance Capital Partners
Florida
$196K – – –
SDAM
62
Shulman DeMeo Asset Management
New York
$178K -$1.45K -180 -0.8%
WS
63
Wedbush Securities
California
$177K -$85.1K -10,592 -32%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$173K +$66K +8,213 +60%
GCP
65
Gill Capital Partners
Colorado
$169K – – –
IAG
66
Investment Advisory Group
Massachusetts
$142K – – –
WWM
67
Western Wealth Management
Colorado
$129K +$3.27K +407 +3%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$125K -$130K -16,200 -51%
OC
69
Oppenheimer & Co
New York
$122K +$125K +15,521 New
CAN
70
Cetera Advisor Networks
California
$118K +$20.7K +2,572 +21%
IWC
71
Integrated Wealth Concepts
Massachusetts
$112K -$2.01K -250 -2%
Stifel Financial
72
Stifel Financial
Missouri
$106K -$5.38K -670 -5%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$104K -$30.7K -3,823 -23%
FAG
74
Fortitude Advisory Group
Washington
$103K +$17.9K +2,222 +20%
GIA
75
Gladstone Institutional Advisory
Florida
$89.2K +$90.9K +11,310 New
1 2
3
4 5

JFR Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2023, worth a combined $144M — down 3.7% from $150M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JFR positions and 16 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $2.4M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $8.13M sold.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2023, up from 99 in Q1 2023.
  • Funds reported $144M of Nuveen Floating Rate Income Fund stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 18 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2023 and 16 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2023 was Rockefeller Capital Management, an estimated $2.4M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2023 was Oaktree Capital Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2023.