Nuveen Floating Rate Income Fund
78 hedge funds and large institutions have $177M invested in Nuveen Floating Rate Income Fund in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
1% more funds holding
Funds holding: 77 → 78 (+1)
0.59% more ownership
Funds ownership: 28.24% → 28.83% (+0.59%)
1% less capital invested
Capital invested by funds: $178M → $177M (-$1.41M)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$5.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.88M |
| 3 |
JP Morgan Chase
New York
|
+$4.7M |
| 4 |
Morgan Stanley
New York
|
+$2.31M |
| 5 |
TAM
Trust Asset Management
Houston,
Texas
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$6.57M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.01M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.73M |
| 4 |
VNA
VNBTrust National Association
Charlottesville,
Virginia
|
-$2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.83M |
JFR Hedge Fund Activity: Q4 2014 in Review
78 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2014, worth a combined $177M — down 0.79% from $178M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JFR positions and 15 closed out — a net gain of 3 holders — while 15 added to existing stakes and 23 trimmed.
The largest buyer was Mariner Investment Group, adding an estimated $5.79M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $6.57M sold.
- 78 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2014, up from 77 in Q3 2014.
- Funds reported $177M of Nuveen Floating Rate Income Fund stock for Q4 2014, down 0.79% quarter-over-quarter.
- 18 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2014 and 15 closed out, a net change of +3 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q4 2014 was Mariner Investment Group, an estimated $5.79M added.
- The largest Nuveen Floating Rate Income Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $6.57M sold.
Based on aggregated 13F filings for Q4 2014.