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Nuveen Floating Rate Income Fund

185 hedge funds and large institutions have $450M invested in Nuveen Floating Rate Income Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 43.43%44.66% (+1.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less capital invested

Capital invested by funds: $456M → $450M (-$5.48M)

2% less funds holding

Funds holding: 188185 (-3)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
50
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$472K -$20.9K -2,719 -4%
SAM
77
Seelaus Asset Management
New Jersey
$458K -$66.6K -8,685 -12%
P
78
&Partners
Tennessee
$422K -$13.3K -1,736 -3%
SPIA
79
Steward Partners Investment Advisory
New York
$418K -$18.1K -2,365 -4%
CCM
80
Collar Capital Management
Wisconsin
$409K
NEPWA
81
New England Private Wealth Advisors
Massachusetts
$394K +$402K +52,431 New
WEG
82
World Equity Group
Illinois
$389K +$21K +2,740 +6%
OC
83
Oppenheimer & Co
New York
$371K -$47.2K -6,149 -11%
SFS
84
Shaker Financial Services
Virginia
$356K -$521K -67,966 -60%
FAG
85
Fortitude Advisory Group
Washington
$344K
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$334K +$341K +44,438 New
CPWL
87
Coquina Private Wealth LLC
Florida
$334K -$8.01K -1,044 -2%
CI
88
Conning Inc
Connecticut
$324K
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$307K -$37.8K -4,933 -11%
GSEP
90
Golden State Equity Partners
California
$305K +$311K +40,509 New
SWM
91
Spire Wealth Management
Virginia
$305K -$23K -3,000 -7%
Calamos Advisors
92
Calamos Advisors
Illinois
$304K +$310K +40,414 New
RW
93
RVW Wealth
California
$303K
CIA
94
Concurrent Investment Advisors
Florida
$298K +$414 +54 +0.1%
EGA
95
E&G Advisors
Texas
$269K -$4.6K -600 -2%
CA
96
CoreCap Advisors
Michigan
$258K -$50.7K -6,613 -16%
CEFA
97
Closed-End Fund Advisors
Virginia
$244K -$637 -83 -0.3%
Nomura Holdings
98
Nomura Holdings
Japan
$241K -$40.9K -5,337 -14%
IWC
99
Integrated Wealth Concepts
Massachusetts
$238K +$6.21K +810 +3%
CA
100
Calton & Associates
Florida
$236K -$30.8K -4,015 -11%

JFR Hedge Fund Activity: Q1 2026 in Review

185 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2026, worth a combined $450M — down 1.2% from $456M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JFR positions and 23 closed out — a net gain of 2 holders — while 50 added to existing stakes and 68 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $22.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $21.7M sold.

  • 185 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2026, down from 188 in Q4 2025.
  • Funds reported $450M of Nuveen Floating Rate Income Fund stock for Q1 2026, down 1.2% quarter-over-quarter.
  • 25 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2026 and 23 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $22.2M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2026.