Nuveen Floating Rate Income Fund
170 hedge funds and large institutions have $313M invested in Nuveen Floating Rate Income Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 20 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 49
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.89% less ownership
Funds ownership: 28.83% → 26.95% (-1.9%)
3% less funds holding
Funds holding: 175 → 170 (-5)
7% less capital invested
Capital invested by funds: $338M → $313M (-$24.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$1.9M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.89M |
| 3 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$903K |
| 4 |
LPL Financial
San Diego,
California
|
+$690K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.5M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.85M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$3.49M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.25M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.16M |
JFR Hedge Fund Activity: Q2 2024 in Review
170 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2024, worth a combined $313M — down 7.4% from $338M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new JFR positions and 20 closed out — a net gain of 1 holder — while 61 added to existing stakes and 49 trimmed.
The largest buyer was Congress Park Capital, adding an estimated $1.9M. The largest seller was Sit Investment Associates, cutting an estimated $6.5M.
- 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2024, down from 175 in Q1 2024.
- Funds reported $313M of Nuveen Floating Rate Income Fund stock for Q2 2024, down 7.4% quarter-over-quarter.
- 21 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2024 and 20 closed out, a net change of +1 holder.
- The largest Nuveen Floating Rate Income Fund buyer in Q2 2024 was Congress Park Capital, an estimated $1.9M added.
- The largest Nuveen Floating Rate Income Fund seller in Q2 2024 was Sit Investment Associates, an estimated $6.5M sold.
Based on aggregated 13F filings for Q2 2024.