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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
CCWM
151
Cassaday & Co Wealth Management
Virginia
$41.4K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$36.2K
CIS
153
Custom Index Systems
New York
$33.6K +$33.1K +4,377 New
WA
154
WPG Advisers
Maryland
$28.5K +$6.43K +850 +30%
AF
155
Allworth Financial
California
$22.2K
BF
156
BOK Financial
Oklahoma
$18.2K
TSMHT
157
Thurston Springer Miller Herd & Titak
Indiana
$16.1K
CBT
158
CoreFirst Bank & Trust
Kansas
$15.9K
TWC
159
TD Waterhouse Canada
Ontario, Canada
$15.4K
HCM
160
Hollencrest Capital Management
California
$14.5K +$431 +57 +3%
BWL
161
Bogart Wealth LLC
Virginia
$12.1K
GWS
162
Greykasell Wealth Strategies
California
$11.5K -$12.6K -1,670 -53%
BC
163
Barrett & Company
Rhode Island
$11.1K -$5.12K -677 -32%
LF
164
LifeSteps Financial
California
$9.59K +$9.45K +1,250 New
FIA
165
FNY Investment Advisers
New York
$9K
WTC
166
WhitTier Trust Company
Nevada
$5.59K
NS
167
NBC Securities
Alabama
$4.22K
AG
168
AmeriFlex Group
Nevada
$3.83K
HWP
169
Highline Wealth Partners
California
$3.83K
BBPWM
170
Blue Bell Private Wealth Management
Pennsylvania
$2.3K
S
171
SignatureFD
Georgia
$1.18K +$30 +4 +3%
APW
172
Allied Private Wealth
Florida
$308 +$302 +40 New
HNB
173
Huntington National Bank
Ohio
$8
LFG
174
Larson Financial Group
Missouri
$2
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
-$7.06M -939,188 Closed

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.