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Nuveen Floating Rate Income Fund
JFR

161 hedge funds and large institutions have $830M invested in Nuveen Floating Rate Income Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more capital invested

Capital invested by funds: $314M → $830M (+$515M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 161 (+2)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

1.41% less ownership

Funds ownership: 28.13% → 26.71% (-1.4%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
50
Reduced
47
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.85M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.92M
3
PCM
Penserra Capital Management
California
+$1.19M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.14M
5
Osaic Holdings
Osaic Holdings
Arizona
+$737K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$16.7M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.24M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.94M
4
NCM
Next Capital Management
New York
-$1.81M
5
Invesco
Invesco
Georgia
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
101
Farther Finance Advisors
California
$189K -$107K -11,942 -36%
SCA
102
Snowden Capital Advisors
New York
$173K – – –
IAG
103
Investment Advisory Group
Massachusetts
$161K – – –
NAS
104
NWF Advisory Services
California
$160K -$46.2K -5,159 -22%
AAS
105
Ameritas Advisory Services
Nebraska
$157K +$5.37K +600 +4%
FTA
106
Financial & Tax Architects
Missouri
$157K +$157K +17,569 New
Citadel Advisors
107
Citadel Advisors
Florida
$149K +$150K +16,726 New
QEI
108
QSV Equity Investors
Illinois
$148K – – –
RWA
109
Redhawk Wealth Advisors
Minnesota
$142K – – –
PMG
110
ProVise Management Group
Florida
$136K -$16.1K -1,800 -11%
TC
111
Trilogy Capital
California
$134K – – –
SIC
112
Samalin Investment Counsel
New York
$126K +$4.72K +527 +4%
PTP
113
Platform Technology Partners
New York
$125K – – –
LFAS
114
Level Four Advisory Services
Texas
$125K -$35.9K -4,014 -22%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$124K +$125K +13,956 New
CP
116
Camelot Portfolios
Ohio
$123K -$15.6K -1,741 -11%
Goldman Sachs
117
Goldman Sachs
New York
$121K +$122K +13,606 New
BB
118
Burford Brothers
Texas
$117K – – –
SWA
119
Stratos Wealth Advisors
Ohio
$113K +$4.24K +474 +4%
MWM
120
MGB Wealth Management
Texas
$110K -$20.1K -2,250 -15%
GAG
121
GM Advisory Group
New York
$107K – – –
WI
122
Westbourne Investments
Virginia
$107K +$107K +11,950 New
CFB
123
Cullen/Frost Bankers
Texas
$106K – – –
EC
124
Elequin Capital
New York
$105K +$106K +11,821 New
WAAG
125
Wealth Alliance Advisory Group
Kansas
$105K – – –
3 4
5
6 7

JFR Hedge Fund Activity: Q4 2024 in Review

161 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2024, worth a combined $830M — up 164% from $314M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JFR positions and 22 closed out — a net gain of 4 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.85M. The largest seller was International Assets Investment Management, cutting an estimated $16.7M.

  • 161 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $830M of Nuveen Floating Rate Income Fund stock for Q4 2024, up 164% quarter-over-quarter.
  • 26 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2024 and 22 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.85M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q4 2024 was International Assets Investment Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2024.