We are live on ! Find out more
JFR icon

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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$84.8K +$80.6K +10,507 +1,372%
MEAC
152
M.E. Allison & Co
Texas
$81.1K
Creative Planning
153
Creative Planning
Kansas
$78.9K +$80.5K +10,494 New
ZCP
154
Z3 Capital Partners
Virginia
$78.7K -$18.5K -2,412 -19%
SWP
155
Stratos Wealth Partners
Ohio
$78.3K -$46.2K -6,024 -37%
IC
156
IEQ Capital
California
$78K
SIC
157
Samalin Investment Counsel
New York
$77.7K +$1.58K +206 +2%
AIM
158
Axiom Investment Management
New York
$47.8K +$48.7K +6,353 New
ADL
159
Asset Dedication LLC
California
$42K +$42.8K +5,580 New
CCWM
160
Cassaday & Co Wealth Management
Virginia
$40.6K +$41.4K +5,400 New
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$39.2K
GWSA
162
Global Wealth Strategies & Associates
Colorado
$36.5K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$35.5K
GWS
164
Greykasell Wealth Strategies
California
$23.8K
AF
165
Allworth Financial
California
$21.8K -$15.5K -2,022 -41%
WA
166
WPG Advisers
Maryland
$21.6K -$7.97K -1,039 -27%
BF
167
BOK Financial
Oklahoma
$17.9K
BC
168
Barrett & Company
Rhode Island
$16K
TSMHT
169
Thurston Springer Miller Herd & Titak
Indiana
$15.8K
CBT
170
CoreFirst Bank & Trust
Kansas
$15.6K
TWC
171
TD Waterhouse Canada
Ontario, Canada
$14.9K
HCM
172
Hollencrest Capital Management
California
$13.7K +$299 +39 +2%
BWL
173
Bogart Wealth LLC
Virginia
$11.9K
FIA
174
FNY Investment Advisers
New York
$9K +$9.21K +1,200 New
MCM
175
MAI Capital Management
Ohio
$7.52K

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.