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Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

168 hedge funds and large institutions have $334M invested in Nuveen Floating Rate Income Fund in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 70 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+69
Holders Change %
+69.7%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
80
Increased
70
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
Invesco
2
Invesco
Georgia
$20.9M
3
Bank of America
3
Bank of America
North Carolina
$18.4M
4
GC
4
Guggenheim Capital
Illinois
$18.2M
5
OCM
5
Oaktree Capital Management
California
$9.79M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$0
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LCM
5
Landscape Capital Management
New Jersey
$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$184K +$184K +22,351 New
PMG
102
ProVise Management Group
Florida
$174K +$174K +21,236 New
KA
103
Klingman & Associates
New York
$165K +$165K +20,143 New
JRCM
104
Jones Road Capital Management
New York
$162K +$162K +19,732 New
SWM
105
Spire Wealth Management
Virginia
$153K +$103K +12,500 +204%
CWM
106
Centurion Wealth Management
Virginia
$153K +$153K +18,640 New
AAS
107
Avantax Advisory Services
Texas
$152K +$152K +18,568 New
EC
108
Elequin Capital
New York
$150K -$123K -15,005 -45%
IAG
109
Investment Advisory Group
Massachusetts
$148K +$8 +1 +0%
AWM
110
Apollon Wealth Management
South Carolina
$146K +$146K +17,769 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$144K +$131K +16,007 +1,033%
LFAS
112
Level Four Advisory Services
Texas
$138K +$138K +16,835 New
CP
113
Camelot Portfolios
Ohio
$128K +$128K +15,531 New
TW
114
Transform Wealth
Colorado
$127K +$127K +15,312 New
WI
115
Wintrust Investments
Illinois
$127K +$127K +15,439 New
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$126K +$126K +15,397 New
DWM
117
Drive Wealth Management
Utah
$126K +$126K +15,149 New
SCA
118
Snowden Capital Advisors
New York
$118K +$118K +14,342 New
SWP
119
Stratos Wealth Partners
Ohio
$109K +$109K +13,334 New
Bank of New York Mellon
120
Bank of New York Mellon
New York
$101K +$101K +12,336 New
IA
121
IFG Advisory
Georgia
$101K +$101K +12,333 New
FSI
122
Flow State Investments
Illinois
$101K +$101K +12,285 New
CAMG
123
CWA Asset Management Group
Florida
$101K +$101K +12,252 New
CW
124
CreativeOne Wealth
Kansas
$100K +$100K +12,170 New
CFB
125
Cullen/Frost Bankers
Texas
$97.2K +$97.2K +11,840 New
3 4
5
6 7