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Nuveen Floating Rate Income Fund

172 hedge funds and large institutions have $458M invested in Nuveen Floating Rate Income Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $450M → $458M (+$7.7M)

0.11% less ownership

Funds ownership: 44.66%44.55% (-0.11%)

7% less funds holding

Funds holding: 185172 (-13)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
-13
Holders Change %
-7.03%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
59
Reduced
52
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
101
Next Capital Management
New York
$179K
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$175K +$62.5K +8,262 +57%
AIS
103
Accredited Investor Services
Minnesota
$174K +$27.7K +3,659 +19%
SFS
104
Shaker Financial Services
Virginia
$168K -$184K -24,369 -53%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$167K
SDAM
106
Shulman DeMeo Asset Management
New York
$161K -$2.02K -267 -1%
DADC
107
D.A. Davidson & Co
Montana
$156K
Mariner
108
Mariner
Kansas
$155K +$34.1K +4,514 +29%
GBT
109
Grove Bank & Trust
Florida
$153K
NFG
110
Nations Financial Group
Iowa
$151K -$1.94K -257 -1%
MFG
111
Merit Financial Group
Georgia
$146K +$28.9K +3,824 +25%
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$143K +$49.1K +6,494 +54%
SF
113
Summit Financial
New Jersey
$139K +$23K +3,047 +20%
IAG
114
Investment Advisory Group
Massachusetts
$138K
HighTower Advisors
115
HighTower Advisors
Illinois
$137K -$594K -78,621 -81%
FFA
116
Farther Finance Advisors
California
$135K -$1.32K -175 -1%
SCA
117
Snowden Capital Advisors
New York
$134K
KSWWM
118
Keyes Stange & Wooten Wealth Management
Florida
$133K
AAS
119
Ameritas Advisory Services
Nebraska
$132K +$130K +17,166 New
QWM
120
Quadcap Wealth Management
Texas
$130K
CP
121
Camelot Portfolios
Ohio
$127K
AA
122
Advisory Advocates
Michigan
$127K
Corient Private Wealth
123
Corient Private Wealth
Florida
$123K +$122K +16,093 New
FAOAI
124
Fund Advisors of America Inc
Florida
$122K +$23 +3 +0%
PAS
125
Park Avenue Securities
New York
$121K +$24.2K +3,196 +25%

JFR Hedge Fund Activity: Q2 2026 in Review

172 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2026, worth a combined $458M — up 1.7% from $450M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JFR and 16 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 59 added.

The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was 1607 Capital Partners, cutting an estimated $7.15M.

  • 172 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2026, down from 185 in Q1 2026.
  • Funds reported $458M of Nuveen Floating Rate Income Fund stock for Q2 2026, up 1.7% quarter-over-quarter.
  • 16 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2026 and 27 closed out, a net change of -11 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2026 was Morgan Stanley, an estimated $22.4M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2026 was 1607 Capital Partners, an estimated $7.15M sold.

Based on aggregated 13F filings for Q2 2026.