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Nuveen Floating Rate Income Fund
JFR

168 hedge funds and large institutions have $467M invested in Nuveen Floating Rate Income Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% more capital invested

Capital invested by funds: $465M → $467M (+$1.91M)

0.18% more ownership

Funds ownership: 40.97% → 41.15% (+0.18%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 170 → 168 (-2)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
61
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CBA
Coastal Bridge Advisors
Connecticut
+$4.37M
2
CPC
Congress Park Capital
New York
+$3.25M
3
CWP
Cyndeo Wealth Partners
Florida
+$2.98M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.29M
5
KWM
Kanen Wealth Management
Florida
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
-$6.79M
2
SIA
Sit Investment Associates
Minnesota
-$4.58M
3
IA
Icon Advisers
Colorado
-$1.82M
4
YCM
Yakira Capital Management
Connecticut
-$1.58M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$855K +$74.5K +9,114 +10%
GCP
52
Gill Capital Partners
Colorado
$810K -$24.2K -2,966 -3%
OC
53
Oppenheimer & Co
New York
$804K -$35.7K -4,362 -4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$799K -$970K -118,639 -56%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$791K +$4.24K +519 +0.6%
SFS
56
Shaker Financial Services
Virginia
$743K -$141K -17,300 -17%
KA
57
Kovack Advisors
Florida
$742K +$230K +28,103 +47%
SPC
58
Sigma Planning Corp
Michigan
$736K -$64.6K -7,897 -8%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$696K +$613 +75 +0.1%
GIA
60
Gladstone Institutional Advisory
Florida
$667K +$7.36K +900 +1%
Stifel Financial
61
Stifel Financial
Missouri
$666K +$109K +13,293 +20%
KAS
62
Kestra Advisory Services
Texas
$608K +$349K +42,652 +146%
EIA
63
Edgemoor Investment Advisors
Maryland
$606K -$24K -2,940 -4%
SAM
64
Seelaus Asset Management
New Jersey
$585K +$1.5K +183 +0.3%
XT
65
XTX Topco
Cayman Islands
$542K +$8.96K +1,096 +2%
Jane Street
66
Jane Street
New York
$539K +$177K +21,602 +51%
RCM
67
Robinson Capital Management
Michigan
$512K – – –
CC
68
CF Capital
Massachusetts
$510K -$195K -23,887 -28%
CCM
69
Collar Capital Management
Wisconsin
$491K -$4.91K -600 -1%
SPIA
70
Steward Partners Investment Advisory
New York
$489K +$1.42K +174 +0.3%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$485K – – –
First Trust Advisors
72
First Trust Advisors
Illinois
$485K +$468K +57,247 New
CIA
73
Concurrent Investment Advisors
Florida
$474K +$35.6K +4,354 +8%
FTA
74
Financial & Tax Architects
Missouri
$449K +$280K +34,277 +183%
RAM
75
Readystate Asset Management
Illinois
$398K +$384K +46,975 New
1 2
3
4 5

JFR Hedge Fund Activity: Q2 2025 in Review

168 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2025, worth a combined $467M — up 0.41% from $465M a quarter earlier.

Fund positioning in JFR was balanced in Q2 2025: 15 funds opened new positions, 15 closed out, 61 added to existing stakes and 56 trimmed.

The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $4.37M. The largest seller was Mariner Investment Group, cutting an estimated $6.79M.

  • 168 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2025, down from 170 in Q1 2025.
  • Funds reported $467M of Nuveen Floating Rate Income Fund stock for Q2 2025, up 0.41% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2025 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2025 was Coastal Bridge Advisors, an estimated $4.37M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2025 was Mariner Investment Group, an estimated $6.79M sold.

Based on aggregated 13F filings for Q2 2025.