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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$6.51K -$29.3K -3,824 -82%
WTC
177
WhitTier Trust Company
Nevada
$5.39K +$5.57K +726 New
GWM
178
Geneos Wealth Management
Colorado
$4.6K
NS
179
NBC Securities
Alabama
$4.14K
AG
180
AmeriFlex Group
Nevada
$3.76K
HWP
181
Highline Wealth Partners
California
$3.76K
Jones Financial Companies
182
Jones Financial Companies
Missouri
$2.7K +$2.89K +377 New
BBPWM
183
Blue Bell Private Wealth Management
Pennsylvania
$2.26K
S
184
SignatureFD
Georgia
$1.13K +$31 +4 +3%
TRCT
185
Tower Research Capital (TRC)
New York
$120 +$23 +3 +23%
HNB
186
Huntington National Bank
Ohio
$8
LFG
187
Larson Financial Group
Missouri
$2
RCM
188
Rivernorth Capital Management
Florida
-$21.7M -2,772,908 Closed
MIG
189
Mariner Investment Group
New York
-$4.96M -633,488 Closed
JWCA
190
J.W. Cole Advisors
Florida
-$2.92M -372,650 Closed
Pathstone Holdings
191
Pathstone Holdings
New Jersey
-$2.19M -279,508 Closed
PIWA
192
Prevail Innovative Wealth Advisors
Kansas
-$1.98M -252,524 Closed
MG
193
Marex Group
-$1.64M -209,907 Closed
TSS
194
Two Sigma Securities
New York
-$375K -47,939 Closed
TI
195
TrueMark Investments
Illinois
-$370K -47,308 Closed
DWM
196
Diversify Wealth Management
Utah
-$233K -29,201 Closed
SG
197
StoneX Group
New York
-$228K -29,181 Closed
Citadel Advisors
198
Citadel Advisors
Florida
-$213K -27,158 Closed
MHS
199
M Holdings Securities
Oregon
-$203K -25,881 Closed
HF
200
HRT Financial
New York
-$171K -21,849 Closed

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.