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Nuveen Floating Rate Income Fund

93 hedge funds and large institutions have $139M invested in Nuveen Floating Rate Income Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

6% more funds holding

Funds holding: 8893 (+5)

0.67% more ownership

Funds ownership: 22.62%23.29% (+0.67%)

1% less capital invested

Capital invested by funds: $140M → $139M (-$1.67M)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
32
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$45K +$38.6K +3,582 +471%
AA
77
Apriem Advisors
California
$37K +$38.7K +3,587 New
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$11K +1,021 +50%
GWM
79
Geneos Wealth Management
Colorado
$27K -$13.2K -1,220 -32%
SWM
80
SeaCrest Wealth Management
New York
$25K
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$21K
WC
82
Whitney & Co
New York
$19K
PFPT
83
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K
APA
84
American Portfolios Advisors
New York
$12.1K
RCAG
85
Rehmann Capital Advisory Group
Michigan
$11.7K
FWM
86
Focused Wealth Management
New York
$11K
BAM
87
Barrett Asset Management
New York
$10K
QCIG
88
Quad-Cities Investment Group
Iowa
$9K +$8.82K +818 New
SEI Investments
89
SEI Investments
Pennsylvania
$6K -$104K -9,600 -94%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$5.17K -479 -49%
Citigroup
91
Citigroup
New York
$3K
SCM
92
Southport Capital Management
Tennessee
-$873K -80,177 Closed
DCM
93
Dimension Capital Management
Florida
-$630K -57,810 Closed
1WA
94
180 Wealth Advisors
Washington
-$448K -41,088 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$111K -10,209 Closed
IWM
96
IHT Wealth Management
Illinois
-$54K -5,020 Closed
SWP
97
Stratos Wealth Partners
Ohio
-$35K -3,213 Closed
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
-$22K -2,000 Closed
TRCT
99
Tower Research Capital (TRC)
New York
-$6K -580 Closed
KTC
100
Kistler-Tiffany Companies
Pennsylvania
-$3K -252 Closed

JFR Hedge Fund Activity: Q2 2018 in Review

93 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2018, worth a combined $139M — down 1.2% from $140M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JFR positions and 9 closed out — a net gain of 5 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Invesco Senior Secured Management, opening a new position worth an estimated $8.72M. The largest seller was Laurion Capital Management, cutting an estimated $5.66M.

  • 93 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2018, up from 88 in Q1 2018.
  • Funds reported $139M of Nuveen Floating Rate Income Fund stock for Q2 2018, down 1.2% quarter-over-quarter.
  • 14 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2018 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2018 was Invesco Senior Secured Management, an estimated $8.72M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2018 was Laurion Capital Management, an estimated $5.66M sold.

Based on aggregated 13F filings for Q2 2018.