Nuveen Floating Rate Income Fund
73 hedge funds and large institutions have $184M invested in Nuveen Floating Rate Income Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1.74% more ownership
Funds ownership: 29.22% → 30.95% (+1.7%)
1% more funds holding
Funds holding: 72 → 73 (+1)
0% more capital invested
Capital invested by funds: $184M → $184M (+$251K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$9.32M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.37M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$919K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$864K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$770K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.25M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.13M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.88M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.71M |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$891K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
76
LVW Advisors
Pittsford,
New York
| – | -$147K | -13,000 | Closed |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| – | -$55K | -4,828 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | -$23K | -2,041 | Closed |
|
|
ONB
79
Old National Bancorp
Evansville,
Indiana
| – | -$16K | -1,385 | Closed |
|
|
MA
80
MUFG Americas
New York
| – | -$2K | -205 | Closed |
|
JFR Hedge Fund Activity: Q2 2015 in Review
73 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2015, worth a combined $184M — up 0.14% from $184M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JFR positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Eaton Vance Management, adding an estimated $9.32M. The largest seller was Mariner Investment Group, cutting an estimated $2.25M.
- 73 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2015, up from 72 in Q1 2015.
- Funds reported $184M of Nuveen Floating Rate Income Fund stock for Q2 2015, up 0.14% quarter-over-quarter.
- 9 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2015 and 7 closed out, a net change of +2 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q2 2015 was Eaton Vance Management, an estimated $9.32M added.
- The largest Nuveen Floating Rate Income Fund seller in Q2 2015 was Mariner Investment Group, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2015.