Nuveen Floating Rate Income Fund
72 hedge funds and large institutions have $182M invested in Nuveen Floating Rate Income Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 12 closing their positions.
20% more capital inflows, than outflows
Capital inflows: $12.2M | Capital outflows: $10.2M
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
0.32% more ownership
Funds ownership: 28.9% → 29.22% (+0.32%)
9% less funds holding
Funds holding: 79 → 72 (-7)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eaton Vance Management
Boston,
Massachusetts
|
+$1.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.64M |
| 3 |
Cohen & Steers
New York
|
+$1.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$967K |
| 5 |
United Capital Financial Advisors
Irving,
Texas
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.87M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.12M |
| 3 |
SG Americas Securities
New York
|
-$847K |
| 4 |
Laurion Capital Management
New York
|
-$626K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$584K |
JFR Hedge Fund Activity: Q1 2015 in Review
72 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2015, worth a combined $182M — up 3.6% from $176M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JFR and 7 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 24 added.
The largest buyer was Eaton Vance Management, opening a new position worth an estimated $1.94M. The largest seller was Invesco, cutting an estimated $3.87M.
- 72 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2015, down from 79 in Q4 2014.
- Funds reported $182M of Nuveen Floating Rate Income Fund stock for Q1 2015, up 3.6% quarter-over-quarter.
- 7 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2015 and 12 closed out, a net change of -5 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q1 2015 was Eaton Vance Management, an estimated $1.94M added.
- The largest Nuveen Floating Rate Income Fund seller in Q1 2015 was Invesco, an estimated $3.87M sold.
Based on aggregated 13F filings for Q1 2015.