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Nuveen Floating Rate Income Fund
JFR

100 hedge funds and large institutions have $173M invested in Nuveen Floating Rate Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

0.74% less ownership

Funds ownership: 31.03% → 30.29% (-0.74%)

4% less capital invested

Capital invested by funds: $180M → $173M (-$6.96M)

4% less funds holding

Funds holding: 104 → 100 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
38
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.74M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.26M
3
Morgan Stanley
Morgan Stanley
New York
+$2.2M
4
GC
Guggenheim Capital
Illinois
+$1.77M
5
Wells Fargo
Wells Fargo
California
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$4.37M
2
Invesco
Invesco
Georgia
-$2.57M
3
Bank of America
Bank of America
North Carolina
-$2.23M
4
1CP
1607 Capital Partners
Virginia
-$2.12M
5
PCM
Penserra Capital Management
California
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$1K – – –
1CP
102
1607 Capital Partners
Virginia
– -$2.12M -208,646 Closed
ISSM
103
Invesco Senior Secured Management
New York
– -$1.45M -142,318 Closed
WS
104
Wela Strategies
Georgia
– -$895K -88,043 Closed
LP
105
Lloyd Park
Illinois
– -$425K -41,826 Closed
CC
106
Callan Capital
California
– -$305K -30,000 Closed
Nomura Holdings
107
Nomura Holdings
Japan
– -$237K -23,400 Closed
AC
108
Aristides Capital
Kentucky
– -$186K -18,245 Closed
Truist Financial
109
Truist Financial
North Carolina
– -$151K -14,840 Closed
DAS
110
Dynamic Advisor Solutions
Arizona
– -$147K -14,479 Closed
CCM
111
CTC Capital Management
Illinois
– -$109K -10,700 Closed
AHIA
112
Andrew Hill Investment Advisors
Florida
– -$73K -7,210 Closed
SCA
113
Snowden Capital Advisors
New York
– -$57K -5,656 Closed
SCM
114
Segantii Capital Management
Hong Kong
– -$37K -3,600 Closed
TCWM
115
Total Clarity Wealth Management
Illinois
– -$21K -2,018 Closed
FFG
116
Ford Financial Group
California
– -$15 -1,500 Closed
1 2 3 4
5

JFR Hedge Fund Activity: Q1 2022 in Review

100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2022, worth a combined $173M — down 3.9% from $180M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JFR and 13 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.74M. The largest seller was Capital Investment Advisors, cutting an estimated $4.37M.

  • 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2022, down from 104 in Q4 2021.
  • Funds reported $173M of Nuveen Floating Rate Income Fund stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2022 and 16 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2022 was LPL Financial, an estimated $3.74M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2022 was Capital Investment Advisors, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2022.