Nuveen Floating Rate Income Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$56.1M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$41M |
| 3 |
Morgan Stanley
New York
|
+$20.8M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$8.75M |
| 5 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$4.91M |
| 2 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$4.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.75M |
| 4 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
-$1.26M |
| 5 |
N
Natixis
Paris,
France
|
-$1.04M |
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.