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Nuveen Floating Rate Income Fund
JFR

185 hedge funds and large institutions have $450M invested in Nuveen Floating Rate Income Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 43.43% → 44.66% (+1.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less capital invested

Capital invested by funds: $456M → $450M (-$5.48M)

2% less funds holding

Funds holding: 188 → 185 (-3)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
50
Reduced
68
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$22.2M
2
1CP
1607 Capital Partners
Virginia
+$12.8M
3
CPC
Congress Park Capital
New York
+$7.19M
4
Wells Fargo
Wells Fargo
California
+$6.73M
5
SCM
Saba Capital Management
New York
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$21.7M
2
LSC
Logan Stone Capital
Illinois
-$5.99M
3
MIG
Mariner Investment Group
New York
-$4.96M
4
Morgan Stanley
Morgan Stanley
New York
-$2.99M
5
JWCA
J.W. Cole Advisors
Florida
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$227K – – –
BA
102
Blueline Advisors
New Hampshire
$223K +$135K +17,656 +149%
SA
103
Sanctuary Advisors
Indiana
$221K -$1.56K -204 -0.7%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$215K +$50.7K +6,602 +30%
SAI
105
Savvy Advisors Inc
New York
$214K -$109K -14,251 -33%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$196K – – –
BPA
107
Beacon Pointe Advisors
California
$190K -$12.5K -1,625 -6%
CWM
108
Centurion Wealth Management
Virginia
$180K – – –
NCM
109
Next Capital Management
New York
$176K -$49.5K -6,456 -22%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$174K +$178K +23,187 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$164K – – –
SDAM
112
Shulman DeMeo Asset Management
New York
$160K -$2.84K -370 -2%
DADC
113
D.A. Davidson & Co
Montana
$153K -$20.4K -2,664 -12%
GBT
114
Grove Bank & Trust
Florida
$150K – – –
NFG
115
Nations Financial Group
Iowa
$150K -$621 -81 -0.4%
AIS
116
Accredited Investor Services
Minnesota
$143K -$36.6K -4,766 -20%
IAG
117
Investment Advisory Group
Massachusetts
$135K – – –
FFA
118
Farther Finance Advisors
California
$133K +$4.84K +631 +4%
SCA
119
Snowden Capital Advisors
New York
$133K +$134K +17,453 New
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$132K -$161K -21,035 -54%
KSWWM
121
Keyes Stange & Wooten Wealth Management
Florida
$130K – – –
QWM
122
Quadcap Wealth Management
Texas
$127K -$66.8K -8,709 -34%
CP
123
Camelot Portfolios
Ohio
$124K – – –
AA
124
Advisory Advocates
Michigan
$124K – – –
BFM
125
Boothbay Fund Management
New York
$124K +$126K +16,480 New
3 4
5
6 7

JFR Hedge Fund Activity: Q1 2026 in Review

185 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2026, worth a combined $450M — down 1.2% from $456M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JFR positions and 23 closed out — a net gain of 2 holders — while 50 added to existing stakes and 68 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $22.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $21.7M sold.

  • 185 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2026, down from 188 in Q4 2025.
  • Funds reported $450M of Nuveen Floating Rate Income Fund stock for Q1 2026, down 1.2% quarter-over-quarter.
  • 25 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2026 and 23 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $22.2M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2026.