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Nuveen Floating Rate Income Fund
JFR

170 hedge funds and large institutions have $335M invested in Nuveen Floating Rate Income Fund in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 71 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

914% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 7

710% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 10

133% more capital invested

Capital invested by funds: $144M → $335M (+$191M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

70% more funds holding

Funds holding: 100 → 170 (+70)

1.63% less ownership

Funds ownership: 32.06% → 30.43% (-1.6%)

Holders
170
Holders Change
+70
Holders Change %
+70%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
81
Increased
71
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.6M
2
Invesco
Invesco
Georgia
+$12M
3
Bank of America
Bank of America
North Carolina
+$10.5M
4
GC
Guggenheim Capital
Illinois
+$9.73M
5
OCM
Oaktree Capital Management
California
+$9.61M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$836K
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$750K
3
KAS
Kestra Advisory Services
Texas
-$704K
4
WAM
Wolverine Asset Management
Illinois
-$669K
5
LCM
Landscape Capital Management
New Jersey
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
101
Shulman DeMeo Asset Management
New York
$185K -$16 -2 -0%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$184K +$180K +22,351 New
PMG
103
ProVise Management Group
Florida
$174K +$171K +21,236 New
KA
104
Klingman & Associates
New York
$165K +$162K +20,143 New
JRCM
105
Jones Road Capital Management
New York
$162K +$159K +19,732 New
SWM
106
Spire Wealth Management
Virginia
$153K +$101K +12,500 +204%
CWM
107
Centurion Wealth Management
Virginia
$153K +$150K +18,640 New
AAS
108
Avantax Advisory Services
Texas
$152K +$150K +18,568 New
EC
109
Elequin Capital
New York
$150K -$121K -15,005 -45%
IAG
110
Investment Advisory Group
Massachusetts
$148K +$8 +1 +0%
AWM
111
Apollon Wealth Management
South Carolina
$146K +$143K +17,769 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$144K +$129K +16,007 +1,033%
LFAS
113
Level Four Advisory Services
Texas
$138K +$136K +16,835 New
CP
114
Camelot Portfolios
Ohio
$128K +$125K +15,531 New
TW
115
Transform Wealth
Colorado
$127K +$123K +15,312 New
WI
116
Wintrust Investments
Illinois
$127K +$124K +15,439 New
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$126K +$124K +15,397 New
DWM
118
Drive Wealth Management
Utah
$126K +$122K +15,149 New
SCA
119
Snowden Capital Advisors
New York
$118K +$116K +14,342 New
SWP
120
Stratos Wealth Partners
Ohio
$109K +$107K +13,334 New
Bank of New York Mellon
121
Bank of New York Mellon
New York
$101K +$99.4K +12,336 New
IA
122
IFG Advisory
Georgia
$101K +$99.4K +12,333 New
FSI
123
Flow State Investments
Illinois
$101K +$99K +12,285 New
CAMG
124
CWA Asset Management Group
Florida
$101K +$98.8K +12,252 New
CW
125
CreativeOne Wealth
Kansas
$100K +$98.1K +12,170 New
3 4
5
6 7

JFR Hedge Fund Activity: Q3 2023 in Review

170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2023, worth a combined $335M — up 133% from $144M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JFR positions and 10 closed out — a net gain of 71 holders — while 71 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $836K sold.

  • 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $335M of Nuveen Floating Rate Income Fund stock for Q3 2023, up 133% quarter-over-quarter.
  • 81 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2023 and 10 closed out, a net change of +71 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $23.6M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2023 was Logan Stone Capital, an estimated $836K sold.

Based on aggregated 13F filings for Q3 2023.