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Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

98 hedge funds and large institutions have $149M invested in Nuveen Floating Rate Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.81M
2
N
2
Natixis
France
$2.69M
3
LPL Financial
3
LPL Financial
California
$18.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.23M
5
PAS
5
Park Avenue Securities
New York
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.76M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.74M
3
SFS
3
Shaker Financial Services
Virginia
$164K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
OCM
5
Oaktree Capital Management
California
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
76
HRT Financial
New York
$88K +$88K +10,763 New
CCM
77
CTC Capital Management
Illinois
$87.7K – – –
IC
78
IEQ Capital
California
$85.1K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$63.6K -$16.7K -2,040 -21%
CBT
80
CoreFirst Bank & Trust
Kansas
$57.8K – – –
SWM
81
Spire Wealth Management
Virginia
$50.4K +$50.4K +6,140 New
OIA
82
Optimum Investment Advisors
Illinois
$42.6K – – –
IA
83
IFP Advisors
Florida
$27.2K +$27.2K +2,500 New
EC
84
Elequin Capital
New York
$22.1K -$130K -15,797 -85%
VWM
85
Venturi Wealth Management
Texas
$19.7K +$19.7K +2,400 New
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$14.8K – – –
BAM
87
Belpointe Asset Management
Nevada
$12.5K -$8.2K -1,000 -40%
PFP
88
Pinnacle Financial Partners
Tennessee
$10.5K – – –
FWM
89
Focused Wealth Management
New York
$10.2K +$180 +22 +2%
GWM
90
Geneos Wealth Management
Colorado
$10K – – –
HCM
91
Hollencrest Capital Management
California
$9.59K -$7.38K -900 -43%
RCM
92
Raleigh Capital Management
North Carolina
$9.02K +$9.02K +1,100 New
FIA
93
FNY Investment Advisers
New York
$9K +$9K +1,200 New
SWA
94
SOA Wealth Advisors
New York
$8.59K +$230 +28 +3%
AAS
95
Ameritas Advisory Services
Nebraska
$8.29K +$8.29K +1,000 New
US Bancorp
96
US Bancorp
Minnesota
$6.56K +$6.56K +800 New
BAM
97
Bellevue Asset Management
Washington
$4.1K – – –
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$1.42K +$24 +2,919 +2%
HNB
99
Huntington National Bank
Ohio
$8 -$8 – –
LSC
100
Logan Stone Capital
Illinois
– -$859K -108,457 Closed
1 2 3
4
5