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Nuveen Floating Rate Income Fund
JFR

170 hedge funds and large institutions have $335M invested in Nuveen Floating Rate Income Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 71 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

914% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 7

710% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 10

133% more capital invested

Capital invested by funds: $144M → $335M (+$191M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

70% more funds holding

Funds holding: 100 → 170 (+70)

1.63% less ownership

Funds ownership: 32.06% → 30.43% (-1.6%)

Holders
170
Holders Change
+70
Holders Change %
+70%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
81
Increased
71
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.6M
2
Invesco
Invesco
Georgia
+$12M
3
Bank of America
Bank of America
North Carolina
+$10.5M
4
GC
Guggenheim Capital
Illinois
+$9.73M
5
OCM
Oaktree Capital Management
California
+$9.61M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$836K
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$750K
3
KAS
Kestra Advisory Services
Texas
-$704K
4
WAM
Wolverine Asset Management
Illinois
-$669K
5
LCM
Landscape Capital Management
New Jersey
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Cetera Advisors
Colorado
$385K +$3.37K +418 +0.9%
EGA
77
E&G Advisors
Texas
$381K +$374K +46,348 New
DADC
78
D.A. Davidson & Co
Montana
$350K +$344K +42,686 New
PAG
79
Private Advisor Group
New Jersey
$349K +$343K +42,529 New
Walleye Capital
80
Walleye Capital
New York
$335K -$273K -33,924 -45%
FAG
81
Fortitude Advisory Group
Washington
$324K +$213K +26,411 +202%
AWM
82
Axxcess Wealth Management
California
$308K +$303K +37,575 New
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$289K – – –
FFA
84
Farther Finance Advisors
California
$285K +$280K +34,696 New
WWM
85
Western Wealth Management
Colorado
$275K +$138K +17,095 +104%
Jane Street
86
Jane Street
New York
$253K +$249K +30,854 New
FFWM
87
Future Financial Wealth Management
Ohio
$249K +$244K +30,274 New
SSWM
88
Sheets Smith Wealth Management
North Carolina
$246K +$115K +14,207 +90%
AAS
89
Ameritas Advisory Services
Nebraska
$244K +$252K +31,216 New
RW
90
RVW Wealth
California
$238K +$234K +29,037 New
SIC
91
Samalin Investment Counsel
New York
$228K -$103K -12,821 -32%
MC
92
Matisse Capital
Oregon
$219K +$215K +26,646 New
CA
93
Calton & Associates
Florida
$217K +$213K +26,450 New
Comerica Bank
94
Comerica Bank
Texas
$215K +$211K +26,148 New
ICMP
95
Integrated Capital Management (Pennsylvania)
Pennsylvania
$214K +$34.1K +4,225 +19%
NFG
96
Nations Financial Group
Iowa
$214K +$210K +26,007 New
MML Investors Services
97
MML Investors Services
Massachusetts
$211K +$207K +25,732 New
CAS
98
CTC Alternative Strategies
Illinois
$211K +$121K +14,963 +140%
CSIA
99
Charles Schwab Investment Advisory
California
$200K +$196K +24,303 New
CAN
100
Cetera Advisor Networks
California
$197K +$73.2K +9,080 +61%
2 3
4
5 6

JFR Hedge Fund Activity: Q3 2023 in Review

170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2023, worth a combined $335M — up 133% from $144M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JFR positions and 10 closed out — a net gain of 71 holders — while 71 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $836K sold.

  • 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $335M of Nuveen Floating Rate Income Fund stock for Q3 2023, up 133% quarter-over-quarter.
  • 81 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2023 and 10 closed out, a net change of +71 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $23.6M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2023 was Logan Stone Capital, an estimated $836K sold.

Based on aggregated 13F filings for Q3 2023.