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Nuveen Floating Rate Income Fund
JFR

159 hedge funds and large institutions have $314M invested in Nuveen Floating Rate Income Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

1.18% more ownership

Funds ownership: 26.95% → 28.13% (+1.2%)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

1% more capital invested

Capital invested by funds: $313M → $314M (+$1.65M)

6% less funds holding

Funds holding: 170 → 159 (-11)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

Holders
159
Holders Change
-11
Holders Change %
-6.47%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
57
Reduced
52
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$16.3M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.66M
3
Invesco
Invesco
Georgia
+$3.31M
4
PCM
Penserra Capital Management
California
+$2.2M
5
CPC
Congress Park Capital
New York
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.99M
2
AGM
Alpine Global Management
New York
-$3.03M
3
NCM
Next Capital Management
New York
-$2.7M
4
RCM
Rivernorth Capital Management
Florida
-$1.98M
5
VCM
Vivaldi Capital Management
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$172K – – –
GJIA
102
Glass Jacobson Investment Advisors
Maryland
$166K -$10.3K -1,175 -6%
LFAS
103
Level Four Advisory Services
Texas
$159K +$3.96K +451 +3%
IAG
104
Investment Advisory Group
Massachusetts
$159K +$9 +1 +0%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$155K +$32.9K +3,743 +27%
PMG
106
ProVise Management Group
Florida
$150K – – –
AAS
107
Ameritas Advisory Services
Nebraska
$150K -$4.77K -543 -3%
QEI
108
QSV Equity Investors
Illinois
$146K – – –
RWA
109
Redhawk Wealth Advisors
Minnesota
$140K – – –
Mariner
110
Mariner
Kansas
$140K -$9.04K -1,028 -6%
TW
111
Transform Wealth
Colorado
$138K – – –
CP
112
Camelot Portfolios
Ohio
$137K – – –
TC
113
Trilogy Capital
California
$132K – – –
MWM
114
MGB Wealth Management
Texas
$129K – – –
PTP
115
Platform Technology Partners
New York
$124K – – –
SIC
116
Samalin Investment Counsel
New York
$120K +$12K +1,370 +11%
Jane Street
117
Jane Street
New York
$119K -$363K -41,274 -75%
BB
118
Burford Brothers
Texas
$115K – – –
Corient Private Wealth
119
Corient Private Wealth
Florida
$112K +$112K +12,687 New
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$111K +$8.27K +941 +8%
IA
121
IFG Advisory
Georgia
$108K -$527 -60 -0.5%
SWA
122
Stratos Wealth Advisors
Ohio
$108K +$3.07K +349 +3%
GAG
123
GM Advisory Group
New York
$105K – – –
CFB
124
Cullen/Frost Bankers
Texas
$104K – – –
WAAG
125
Wealth Alliance Advisory Group
Kansas
$104K – – –
3 4
5
6 7

JFR Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2024, worth a combined $314M — up 0.53% from $313M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of JFR and 13 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 57 added.

The largest buyer was International Assets Investment Management, adding an estimated $16.3M. The largest seller was Wells Fargo, cutting an estimated $3.99M.

  • 159 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2024, down from 170 in Q2 2024.
  • Funds reported $314M of Nuveen Floating Rate Income Fund stock for Q3 2024, up 0.53% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2024 and 23 closed out, a net change of -10 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $16.3M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2024 was Wells Fargo, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2024.