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Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

167 hedge funds and large institutions have $311M invested in Nuveen Floating Rate Income Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
60
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPC
1
Congress Park Capital
New York
$10.9M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.31M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$3.83M
4
LPL Financial
4
LPL Financial
California
$24.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.9M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$664K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
Invesco
4
Invesco
Georgia
$15.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
76
E&G Advisors
Texas
$372K -$1.73K -200 -0.5%
FAG
77
Fortitude Advisory Group
Washington
$350K +$7.96K +920 +2%
PTC
78
Private Trust Company
Ohio
$349K +$349K +40,389 New
BRWA
79
B. Riley Wealth Advisors
Florida
$336K -$130K -14,930 -28%
Comerica Bank
80
Comerica Bank
Texas
$335K -$562 -65 -0.2%
HSA
81
HBK Sorce Advisory
Pennsylvania
$304K – – –
FFA
82
Farther Finance Advisors
California
$300K +$93.3K +10,662 +45%
DADC
83
D.A. Davidson & Co
Montana
$277K – – –
SSWM
84
Sheets Smith Wealth Management
North Carolina
$260K – – –
DA
85
DCF Advisers
Connecticut
$255K +$255K +29,500 New
RW
86
RVW Wealth
California
$251K – – –
DAS
87
Diversify Advisory Services
Utah
$235K – – –
QWM
88
Quadcap Wealth Management
Texas
$228K -$2.16K -250 -0.9%
Citadel Advisors
89
Citadel Advisors
Florida
$226K +$226K +26,112 New
MHS
90
M Holdings Securities
Oregon
$223K +$223K +25,757 New
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$220K +$52K +6,015 +31%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$212K – – –
Charles Schwab
93
Charles Schwab
California
$210K +$210K +24,303 New
HighTower Advisors
94
HighTower Advisors
Illinois
$201K +$20.7K +2,394 +11%
PAG
95
Private Advisor Group
New Jersey
$200K -$126K -14,558 -39%
SDAM
96
Shulman DeMeo Asset Management
New York
$195K – – –
HF
97
HRT Financial
New York
$194K +$194K +22,535 New
JRCM
98
Jones Road Capital Management
New York
$185K – – –
NFG
99
Nations Financial Group
Iowa
$176K -$15K -1,731 -8%
KA
100
Klingman & Associates
New York
$174K – – –
2 3
4
5 6