Nuveen Floating Rate Income Fund
161 hedge funds and large institutions have $830M invested in Nuveen Floating Rate Income Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 22 closing their positions.
164% more capital invested
Capital invested by funds: $314M → $830M (+$515M)
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
1% more funds holding
Funds holding: 159 → 161 (+2)
6% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 47
1.41% less ownership
Funds ownership: 28.13% → 26.71% (-1.4%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.85M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.92M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.19M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$16.7M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$3.24M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$1.94M |
| 4 |
NCM
Next Capital Management
New York
|
-$1.81M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
176
IFG Advisory
Atlanta,
Georgia
| – | -$108K | -12,273 | Closed |
|
|
CSPIA
177
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$92K | -10,432 | Closed |
|
|
LFG
178
Larson Financial Group
St Louis,
Missouri
| – | -$19.1K | -2,170 | Closed |
|
|
ATS
179
Ashton Thomas Securities
Rochester,
New York
| – | -$17.4K | -1,972 | Closed |
|
|
WI
180
Wintrust Investments
Chicago,
Illinois
| – | -$11K | -1,282 | Closed |
|
|
FIA
181
FNY Investment Advisers
New York
| – | -$10K | -1,200 | Closed |
|
|
RCM
182
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$1.64K | -188 | Closed |
|
|
IA
183
IFP Advisors
Tampa,
Florida
| – | -$494 | -56 | Closed |
|
|
TRCT
184
Tower Research Capital (TRC)
New York
| – | -$97 | -11 | Closed |
|
185
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | Closed |
|
JFR Hedge Fund Activity: Q4 2024 in Review
161 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2024, worth a combined $830M — up 164% from $314M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new JFR positions and 22 closed out — a net gain of 4 holders — while 50 added to existing stakes and 47 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.85M. The largest seller was International Assets Investment Management, cutting an estimated $16.7M.
- 161 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2024, up from 159 in Q3 2024.
- Funds reported $830M of Nuveen Floating Rate Income Fund stock for Q4 2024, up 164% quarter-over-quarter.
- 26 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2024 and 22 closed out, a net change of +4 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.85M added.
- The largest Nuveen Floating Rate Income Fund seller in Q4 2024 was International Assets Investment Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2024.