We are live on ! Find out more
JFR icon

Nuveen Floating Rate Income Fund
JFR

172 hedge funds and large institutions have $458M invested in Nuveen Floating Rate Income Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $450M → $458M (+$7.7M)

0.11% less ownership

Funds ownership: 44.66% → 44.55% (-0.11%)

7% less funds holding

Funds holding: 185 → 172 (-13)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
172
Holders Change
-13
Holders Change %
-7.03%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
59
Reduced
52
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.4M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.01M
3
JWCA
J.W. Cole Advisors
Florida
+$2.89M
4
CPC
Congress Park Capital
New York
+$2.69M
5
AAM
Advisors Asset Management
Colorado
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$7.15M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.06M
3
IA
Icon Advisers
Colorado
-$5.64M
4
SIA
Sit Investment Associates
Minnesota
-$4.21M
5
LSC
Logan Stone Capital
Illinois
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPWL
76
Coquina Private Wealth LLC
Florida
$340K -$771 -102 -0.2%
GRP
77
Global Retirement Partners
California
$336K +$331K +43,816 New
Calamos Advisors
78
Calamos Advisors
Illinois
$332K +$21.8K +2,886 +7%
CI
79
Conning Inc
Connecticut
$330K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$321K +$141K +18,613 +80%
CIA
81
Concurrent Investment Advisors
Florida
$315K +$11.4K +1,509 +4%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$313K – – –
RW
83
RVW Wealth
California
$309K – – –
SWM
84
Spire Wealth Management
Virginia
$284K -$26.5K -3,500 -9%
GWM
85
Geneos Wealth Management
Colorado
$280K +$271K +35,830 +5,855%
EGA
86
E&G Advisors
Texas
$274K -$529 -70 -0.2%
IWC
87
Integrated Wealth Concepts
Massachusetts
$255K +$11.2K +1,485 +5%
CA
88
Calton & Associates
Florida
$254K +$12.7K +1,680 +5%
CEFA
89
Closed-End Fund Advisors
Virginia
$253K +$4.24K +561 +2%
COLIM
90
City of London Investment Management
United Kingdom
$249K -$2.66M -351,620 -92%
BA
91
Blueline Advisors
New Hampshire
$238K +$10.2K +1,346 +5%
HSA
92
HBK Sorce Advisory
Pennsylvania
$233K – – –
SA
93
Sanctuary Advisors
Indiana
$225K +$234 +31 +0.1%
PAG
94
Private Advisor Group
New Jersey
$224K -$272K -35,993 -55%
BFM
95
Boothbay Fund Management
New York
$221K +$92.9K +12,286 +75%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$214K +$72.8K +9,631 +53%
BPA
97
Beacon Pointe Advisors
California
$204K +$10.2K +1,350 +5%
MHS
98
M Holdings Securities
Oregon
$200K +$198K +26,139 New
SSWM
99
Sheets Smith Wealth Management
North Carolina
$199K – – –
CWM
100
Centurion Wealth Management
Virginia
$183K – – –
2 3
4
5 6

JFR Hedge Fund Activity: Q2 2026 in Review

172 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2026, worth a combined $458M — up 1.7% from $450M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JFR and 16 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 59 added.

The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was 1607 Capital Partners, cutting an estimated $7.15M.

  • 172 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2026, down from 185 in Q1 2026.
  • Funds reported $458M of Nuveen Floating Rate Income Fund stock for Q2 2026, up 1.7% quarter-over-quarter.
  • 16 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2026 and 27 closed out, a net change of -11 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2026 was Morgan Stanley, an estimated $22.4M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2026 was 1607 Capital Partners, an estimated $7.15M sold.

Based on aggregated 13F filings for Q2 2026.