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Nuveen Floating Rate Income Fund

185 hedge funds and large institutions have $450M invested in Nuveen Floating Rate Income Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 43.43%44.66% (+1.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less capital invested

Capital invested by funds: $456M → $450M (-$5.48M)

2% less funds holding

Funds holding: 188185 (-3)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
50
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
126
NWF Advisory Services
California
$124K -$95.9K -12,500 -43%
FAOAI
127
Fund Advisors of America Inc
Florida
$120K -$57.5K -7,489 -32%
MFG
128
Merit Financial Group
Georgia
$115K -$31K -4,038 -21%
Mariner
129
Mariner
Kansas
$115K -$50.9K -6,632 -30%
SF
130
Summit Financial
New Jersey
$114K +$4.11K +535 +4%
BKA
131
Brick & Kyle Associates
Pennsylvania
$114K +$116K +15,120 New
SWA
132
Stratos Wealth Advisors
Ohio
$110K +$2.42K +316 +2%
AFG
133
Atomi Financial Group
New York
$110K +$15.6K +2,039 +16%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$109K -$211K -27,463 -65%
HPCM
135
Hunter Perkins Capital Management
Illinois
$100K +$101K +13,184 New
BB
136
Burford Brothers
Texas
$98.3K
IMT
137
Investment Management Trust
Massachusetts
$97.9K +$99.9K +13,020 New
PMG
138
ProVise Management Group
Florida
$97.5K -$9.5K -1,238 -9%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$97K +$98.9K +12,893 New
LFAS
140
Level Four Advisory Services
Texas
$95.9K +$2.26K +295 +2%
VF
141
Virtu Financial
New York
$95K -$646K -84,246 -87%
PAS
142
Park Avenue Securities
New York
$95K -$40.5K -5,276 -29%
WS
143
Wedbush Securities
California
$94K -$20.8K -2,710 -18%
OCA
144
OpenArc Corporate Advisory
Georgia
$93.9K +$17.5K +2,285 +22%
CPIG
145
Chicago Partners Investment Group
Illinois
$91.8K +$1.09K +142 +1%
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$91.2K -$24K -3,126 -20%
WWM
147
Western Wealth Management
Colorado
$90K +$91.9K +11,974 New
GAG
148
GM Advisory Group
New York
$89.9K
WAAG
149
Wealth Alliance Advisory Group
Kansas
$88.3K
WI
150
Westbourne Investments
Virginia
$87.6K

JFR Hedge Fund Activity: Q1 2026 in Review

185 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2026, worth a combined $450M — down 1.2% from $456M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JFR positions and 23 closed out — a net gain of 2 holders — while 50 added to existing stakes and 68 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $22.2M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $21.7M sold.

  • 185 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2026, down from 188 in Q4 2025.
  • Funds reported $450M of Nuveen Floating Rate Income Fund stock for Q1 2026, down 1.2% quarter-over-quarter.
  • 25 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2026 and 23 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2026 was Loomis, Sayles & Company, an estimated $22.2M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2026.