Nuveen Floating Rate Income Fund
100 hedge funds and large institutions have $171M invested in Nuveen Floating Rate Income Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
1.18% more ownership
Funds ownership: 32.28% → 33.46% (+1.2%)
0% more funds holding
Funds holding: 100 → 100 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $176M → $171M (-$4.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEA
Virtus ETF Advisers
New York
|
+$2.84M |
| 2 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$2.66M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.91M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 5 |
Morgan Stanley
New York
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$949K |
| 2 |
JP Morgan Chase
New York
|
-$872K |
| 3 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
-$695K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$690K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$463K |
JFR Hedge Fund Activity: Q2 2019 in Review
100 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2019, worth a combined $171M — down 2.7% from $176M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JFR positions and 13 closed out — a net gain of 2 holders — while 31 added to existing stakes and 28 trimmed.
The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $2.84M. The largest seller was Sit Investment Associates, cutting an estimated $949K.
- 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $171M of Nuveen Floating Rate Income Fund stock for Q2 2019, down 2.7% quarter-over-quarter.
- 15 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2019 and 13 closed out, a net change of +2 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q2 2019 was Virtus ETF Advisers, an estimated $2.84M added.
- The largest Nuveen Floating Rate Income Fund seller in Q2 2019 was Sit Investment Associates, an estimated $949K sold.
Based on aggregated 13F filings for Q2 2019.