Nuveen Floating Rate Income Fund
159 hedge funds and large institutions have $314M invested in Nuveen Floating Rate Income Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.18% more ownership
Funds ownership: 26.95% → 28.13% (+1.2%)
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
1% more capital invested
Capital invested by funds: $313M → $314M (+$1.65M)
6% less funds holding
Funds holding: 170 → 159 (-11)
43% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$16.3M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$4.66M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.31M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.2M |
| 5 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.99M |
| 2 |
AGM
Alpine Global Management
New York
|
-$3.03M |
| 3 |
NCM
Next Capital Management
New York
|
-$2.7M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.98M |
| 5 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$1.11M |
JFR Hedge Fund Activity: Q3 2024 in Review
159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2024, worth a combined $314M — up 0.53% from $313M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of JFR and 13 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 57 added.
The largest buyer was International Assets Investment Management, adding an estimated $16.3M. The largest seller was Wells Fargo, cutting an estimated $3.99M.
- 159 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2024, down from 170 in Q2 2024.
- Funds reported $314M of Nuveen Floating Rate Income Fund stock for Q3 2024, up 0.53% quarter-over-quarter.
- 13 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2024 and 23 closed out, a net change of -10 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $16.3M added.
- The largest Nuveen Floating Rate Income Fund seller in Q3 2024 was Wells Fargo, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2024.