Nuveen Floating Rate Income Fund
88 hedge funds and large institutions have $136M invested in Nuveen Floating Rate Income Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 11 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
0% more funds holding
Funds holding: 88 → 88 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
0.51% less ownership
Funds ownership: 22.46% → 21.94% (-0.51%)
5% less capital invested
Capital invested by funds: $143M → $136M (-$7.23M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.09M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.24M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ISSM
Invesco Senior Secured Management
New York
|
-$9.07M |
| 2 |
Cohen & Steers
New York
|
-$1.49M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.24M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| 5 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$614K |
JFR Hedge Fund Activity: Q1 2018 in Review
88 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2018, worth a combined $136M — down 5% from $143M a quarter earlier.
Fund positioning in JFR was balanced in Q1 2018: 11 funds opened new positions, 11 closed out, 35 added to existing stakes and 20 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.09M. The largest seller was Invesco Senior Secured Management, exiting entirely with an estimated $9.07M sold.
- 88 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $136M of Nuveen Floating Rate Income Fund stock for Q1 2018, down 5% quarter-over-quarter.
- 11 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2018 and 11 closed out, a net change of 0 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q1 2018 was Sit Investment Associates, an estimated $3.09M added.
- The largest Nuveen Floating Rate Income Fund seller in Q1 2018 was Invesco Senior Secured Management, an estimated $9.07M sold.
Based on aggregated 13F filings for Q1 2018.