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Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $176M invested in Nuveen Floating Rate Income Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

12% more capital invested

Capital invested by funds: $158M → $176M (+$18.5M)

2.32% more ownership

Funds ownership: 29.96% → 32.28% (+2.3%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 101 → 100 (-1)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
37
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.84M
2
UBS Group
UBS Group
Switzerland
+$7.4M
3
RCM
Rivernorth Capital Management
Florida
+$4.47M
4
EVM
Eaton Vance Management
Massachusetts
+$3.78M
5
VIA
Vident Investment Advisory
Georgia
+$3.66M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.25M
2
RCA
Restructuring Capital Associates
Connecticut
-$4.54M
3
Bank of America
Bank of America
North Carolina
-$3.9M
4
SCM
Saba Capital Management
New York
-$1.33M
5
Jane Street
Jane Street
New York
-$904K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
101
Old Mission Capital
Illinois
– -$876K -94,935 Closed
WS
102
Wela Strategies
Georgia
– -$827K -89,625 Closed
AGM
103
Alpine Global Management
New York
– -$166K -18,002 Closed
VF
104
Virtu Financial
New York
– -$146K -15,783 Closed
JF
105
JSF Financial
California
– -$139K -15,068 Closed
P
106
&Partners
Tennessee
– -$84K -14,287 Closed
JLBC
107
J.L. Bainbridge & Co
Florida
– -$111K -12,044 Closed
TRCT
108
Tower Research Capital (TRC)
New York
– -$91K -9,820 Closed
RFC
109
Regions Financial Corp
Alabama
– -$83K -9,000 Closed
RCAG
110
Rehmann Capital Advisory Group
Michigan
– -$7.49K -812 Closed
AIC
111
Ameritas Investment Company
Nebraska
– -$4K -420 Closed
HI
112
Hudock Inc
Pennsylvania
– +$20 +2 +2%
PCMK
113
Paragon Capital Management (Kansas)
Kansas
– +$39 +4 New
CRWM
114
Castle Rock Wealth Management
California
– +$346K +35,445 New
1 2 3 4
5

JFR Hedge Fund Activity: Q1 2019 in Review

100 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2019, worth a combined $176M — up 12% from $158M a quarter earlier.

Fund positioning in JFR was balanced in Q1 2019: 15 funds opened new positions, 15 closed out, 37 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.84M. The largest seller was JP Morgan Chase, cutting an estimated $5.25M.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2019, down from 101 in Q4 2018.
  • Funds reported $176M of Nuveen Floating Rate Income Fund stock for Q1 2019, up 12% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2019 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2019 was LPL Financial, an estimated $8.84M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2019 was JP Morgan Chase, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2019.