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Nuveen Floating Rate Income Fund
JFR

170 hedge funds and large institutions have $465M invested in Nuveen Floating Rate Income Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

130% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 30

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

14.26% more ownership

Funds ownership: 26.71% → 40.97% (+14%)

6% more funds holding

Funds holding: 161 → 170 (+9)

44% less capital invested

Capital invested by funds: $830M → $465M (-$364M)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
35
Increased
69
Reduced
30
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$56.1M
2
MIG
Mariner Investment Group
New York
+$41M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
CWP
Cyndeo Wealth Partners
Florida
+$8.75M
5
CPC
Congress Park Capital
New York
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.91M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.75M
4
BAM
Byrne Asset Management
New Jersey
-$1.26M
5
N
Natixis
France
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
101
Quadcap Wealth Management
Texas
$217K – – –
CWM
102
Centurion Wealth Management
Virginia
$213K – – –
SG
103
StoneX Group
New York
$207K +$4.55K +531 +2%
MWM
104
MGB Wealth Management
Texas
$206K +$97.3K +11,349 +92%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$200K – – –
PAG
106
Private Advisor Group
New Jersey
$198K +$368 +43 +0.2%
NFG
107
Nations Financial Group
Iowa
$194K -$15K -1,755 -7%
MML Investors Services
108
MML Investors Services
Massachusetts
$186K -$100K -11,712 -35%
SDAM
109
Shulman DeMeo Asset Management
New York
$184K – – –
SIC
110
Samalin Investment Counsel
New York
$178K +$59.1K +6,891 +49%
FTA
111
Financial & Tax Architects
Missouri
$159K +$10.2K +1,188 +7%
AAS
112
Ameritas Advisory Services
Nebraska
$156K – – –
IAG
113
Investment Advisory Group
Massachusetts
$152K +$9 +1 +0%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$151K +$153K +17,853 New
PAS
115
Park Avenue Securities
New York
$150K +$152K +17,758 New
CPIG
116
Chicago Partners Investment Group
Illinois
$150K -$56.1K -6,544 -26%
MFG
117
Merit Financial Group
Georgia
$150K +$151K +17,652 New
Citadel Advisors
118
Citadel Advisors
Florida
$147K +$5.4K +630 +4%
QEI
119
QSV Equity Investors
Illinois
$140K – – –
CP
120
Camelot Portfolios
Ohio
$140K +$23.7K +2,760 +20%
RWA
121
Redhawk Wealth Advisors
Minnesota
$135K – – –
FFA
122
Farther Finance Advisors
California
$129K -$50.9K -5,941 -28%
PMG
123
ProVise Management Group
Florida
$129K – – –
CFB
124
Cullen/Frost Bankers
Texas
$127K +$27.1K +3,160 +27%
TC
125
Trilogy Capital
California
$127K – – –
3 4
5
6 7

JFR Hedge Fund Activity: Q1 2025 in Review

170 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2025, worth a combined $465M — down 44% from $830M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JFR positions and 22 closed out — a net gain of 13 holders — while 69 added to existing stakes and 30 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $56.1M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $4.91M sold.

  • 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2025, up from 161 in Q4 2024.
  • Funds reported $465M of Nuveen Floating Rate Income Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 35 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2025 and 22 closed out, a net change of +13 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $56.1M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2025 was Pathstone Holdings, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.