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Nuveen Floating Rate Income Fund
JFR

90 hedge funds and large institutions have $186M invested in Nuveen Floating Rate Income Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

9% more capital invested

Capital invested by funds: $171M → $186M (+$14.9M)

1.49% more ownership

Funds ownership: 39.78% → 41.27% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 95 → 90 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
33
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$18.8M
2
VCM
Vivaldi Capital Management
Illinois
+$4.08M
3
Bank of America
Bank of America
North Carolina
+$3.99M
4
OCM
Oaktree Capital Management
California
+$2.73M
5
RCM
Rivernorth Capital Management
Florida
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$11.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.69M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.15M
4
LPL Financial
LPL Financial
California
-$2.48M
5
VEA
Virtus ETF Advisers
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
76
Wolverine Asset Management
Illinois
$76K +$74.8K +9,702 New
SPIA
77
Steward Partners Investment Advisory
New York
$53K – – –
EP
78
Eudaimonia Partners
Tennessee
$22K -$771 -100 -3%
GWM
79
Geneos Wealth Management
Colorado
$20K – – –
PAM
80
Panagora Asset Management
Massachusetts
$17K – – –
CFGS
81
Concourse Financial Group Securities
Alabama
$16K -$671K -87,027 -98%
PA
82
Procyon Advisors
Connecticut
$15K +$14.9K +1,932 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
PFPT
84
Pinnacle Financial Partners (Tennessee)
Tennessee
$10K – – –
WEC
85
Winslow Evans & Crocker
Massachusetts
$9K – – –
BAM
86
Barrett Asset Management
New York
$8K – – –
BAM
87
Bellevue Asset Management
Washington
$8K – – –
FWM
88
Focused Wealth Management
New York
$8K – – –
ZA
89
Zazove Associates
Nevada
$8K +$7.71K +1,000 New
FCM
90
Firestone Capital Management
Florida
$2K – – –
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
– -$3.15M -416,514 Closed
PPA
92
Parametric Portfolio Associates
Washington
– -$1.16M -153,191 Closed
HF
93
HRT Financial
New York
– -$647K -85,700 Closed
ECM
94
ExodusPoint Capital Management
New York
– -$549K -72,685 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$362K -48,005 Closed
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
– -$152K -21,000 Closed
DS
97
DRW Securities
Illinois
– -$134K -17,750 Closed
Jane Street
98
Jane Street
New York
– -$123K -16,237 Closed
IAIM
99
International Assets Investment Management
Florida
– -$107K -14,114 Closed
SRCM
100
Swift Run Capital Management
Virginia
– -$76K -10,000 Closed
1 2 3
4
5

JFR Hedge Fund Activity: Q2 2020 in Review

90 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2020, worth a combined $186M — up 8.7% from $171M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JFR and 11 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was Saba Capital Management, adding an estimated $18.8M. The largest seller was Invesco, cutting an estimated $11.5M.

  • 90 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2020, down from 95 in Q1 2020.
  • Funds reported $186M of Nuveen Floating Rate Income Fund stock for Q2 2020, up 8.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2020 and 16 closed out, a net change of -5 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2020 was Saba Capital Management, an estimated $18.8M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2020 was Invesco, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2020.