Nuveen Floating Rate Income Fund
100 hedge funds and large institutions have $148M invested in Nuveen Floating Rate Income Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
11% more funds holding
Funds holding: 90 → 100 (+10)
0.37% more ownership
Funds ownership: 32.4% → 32.76% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
1% less capital invested
Capital invested by funds: $150M → $148M (-$1.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.15M |
| 2 |
Rockefeller Capital Management
New York
|
+$1.16M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$935K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$682K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.68M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.41M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
101
Huntington National Bank
Columbus,
Ohio
| $8 | – | – | – |
|
102
Fidelity Investments
Boston,
Massachusetts
| $8 | +$8 | +1 | New |
|
103
MML Investors Services
Springfield,
Massachusetts
| – | -$274K | -33,834 | Closed |
|
|
SCA
104
Snowden Capital Advisors
New York
| – | -$136K | -16,780 | Closed |
|
|
FFA
105
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$103K | -12,687 | Closed |
|
|
SCA
106
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$22K | -2,696 | Closed |
|
|
FIA
107
FNY Investment Advisers
New York
| – | -$1K | -200 | Closed |
|
108
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$1K | -141 | Closed |
|
JFR Hedge Fund Activity: Q4 2022 in Review
100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2022, worth a combined $148M — down 1.1% from $150M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new JFR positions and 6 closed out — a net gain of 14 holders — while 28 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.15M. The largest seller was Wells Fargo, cutting an estimated $1.68M.
- 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2022, up from 90 in Q3 2022.
- Funds reported $148M of Nuveen Floating Rate Income Fund stock for Q4 2022, down 1.1% quarter-over-quarter.
- 20 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2022 and 6 closed out, a net change of +14 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $3.15M added.
- The largest Nuveen Floating Rate Income Fund seller in Q4 2022 was Wells Fargo, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2022.