Nuveen Floating Rate Income Fund
83 hedge funds and large institutions have $168M invested in Nuveen Floating Rate Income Fund in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
15% more funds holding
Funds holding: 72 → 83 (+11)
0.08% more ownership
Funds ownership: 26.35% → 26.43% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $170M → $168M (-$1.81M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$7.56M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$7.01M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.36M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$5.27M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$4.51M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
-$3.56M |
| 4 |
Morgan Stanley
New York
|
-$3.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.38M |
JFR Hedge Fund Activity: Q1 2017 in Review
83 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2017, worth a combined $168M — down 1.1% from $170M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JFR positions and 6 closed out — a net gain of 12 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Laurion Capital Management, adding an estimated $7.56M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $5.27M sold.
- 83 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2017, up from 72 in Q4 2016.
- Funds reported $168M of Nuveen Floating Rate Income Fund stock for Q1 2017, down 1.1% quarter-over-quarter.
- 18 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2017 and 6 closed out, a net change of +12 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q1 2017 was Laurion Capital Management, an estimated $7.56M added.
- The largest Nuveen Floating Rate Income Fund seller in Q1 2017 was Baillie Gifford & Co, an estimated $5.27M sold.
Based on aggregated 13F filings for Q1 2017.