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Nuveen Floating Rate Income Fund
JFR

89 hedge funds and large institutions have $201M invested in Nuveen Floating Rate Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more capital invested

Capital invested by funds: $186M → $201M (+$15.4M)

1.38% more ownership

Funds ownership: 41.27% → 42.65% (+1.4%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 90 → 89 (-1)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
22
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$11.8M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.93M
3
BI
Bulldog Investors
New Jersey
+$1.78M
4
Bank of America
Bank of America
North Carolina
+$948K
5
BFM
Boothbay Fund Management
New York
+$815K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.21M
2
OCM
Oaktree Capital Management
California
-$3.87M
3
LCM
Landscape Capital Management
New Jersey
-$516K
4
Cohen & Steers
Cohen & Steers
New York
-$498K
5
VCM
Vivaldi Capital Management
Illinois
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
76
Eudaimonia Partners
Tennessee
$23K – – –
GWM
77
Geneos Wealth Management
Colorado
$20K -$611 -75 -3%
CFGS
78
Concourse Financial Group Securities
Alabama
$17K – – –
PAM
79
Panagora Asset Management
Massachusetts
$17K – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
NFG
81
Next Financial Group
Texas
$12K +$11.4K +1,400 New
PFPT
82
Pinnacle Financial Partners (Tennessee)
Tennessee
$11K – – –
WEC
83
Winslow Evans & Crocker
Massachusetts
$10K – – –
BAM
84
Barrett Asset Management
New York
$8K – – –
BAM
85
Bellevue Asset Management
Washington
$8K – – –
FWM
86
Focused Wealth Management
New York
$8K +$139 +17 +2%
JWM
87
Jeppson Wealth Management
California
$4K +$3.67K +450 New
FCM
88
Firestone Capital Management
Florida
$3K – – –
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$763 – – –
RCM
90
Rivernorth Capital Management
Florida
– -$5.21M -659,150 Closed
LCM
91
Landscape Capital Management
New Jersey
– -$516K -65,295 Closed
Cohen & Steers
92
Cohen & Steers
New York
– -$498K -62,995 Closed
SFS
93
Shaker Financial Services
Virginia
– -$328K -41,527 Closed
SDAM
94
Shulman DeMeo Asset Management
New York
– -$199K -25,205 Closed
IF
95
Intrua Financial
Texas
– -$173K -21,140 Closed
SPC
96
Sigma Planning Corp
Michigan
– -$149K -18,803 Closed
UCFA
97
United Capital Financial Advisors
Texas
– -$89K -11,295 Closed
DA
98
Doliver Advisors
Texas
– -$88K -11,190 Closed
WAM
99
Wolverine Asset Management
Illinois
– -$76K -9,702 Closed
PA
100
Procyon Advisors
Connecticut
– -$15K -1,932 Closed
1 2 3
4
5

JFR Hedge Fund Activity: Q3 2020 in Review

89 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2020, worth a combined $201M — up 8.3% from $186M a quarter earlier.

Fund positioning in JFR was balanced in Q3 2020: 12 funds opened new positions, 12 closed out, 22 added to existing stakes and 31 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $11.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.21M sold.

  • 89 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2020, down from 90 in Q2 2020.
  • Funds reported $201M of Nuveen Floating Rate Income Fund stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2020 and 12 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2020 was Saba Capital Management, an estimated $11.8M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2020 was Rivernorth Capital Management, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2020.