Nuveen Floating Rate Income Fund
104 hedge funds and large institutions have $180M invested in Nuveen Floating Rate Income Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
2% more funds holding
Funds holding: 102 → 104 (+2)
4% less capital invested
Capital invested by funds: $188M → $180M (-$8.18M)
1.73% less ownership
Funds ownership: 32.76% → 31.03% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.27M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$945K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$885K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.62M |
| 2 |
ISSM
Invesco Senior Secured Management
New York
|
-$6.8M |
| 3 |
NCM
Next Capital Management
New York
|
-$2.71M |
| 4 |
SCM
Saba Capital Management
New York
|
-$2.39M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.09M |
JFR Hedge Fund Activity: Q4 2021 in Review
104 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2021, worth a combined $180M — down 4.4% from $188M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JFR positions and 18 closed out — a net gain of 4 holders — while 38 added to existing stakes and 20 trimmed.
The largest buyer was UBS Group, adding an estimated $1.65M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $8.62M sold.
- 104 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2021, up from 102 in Q3 2021.
- Funds reported $180M of Nuveen Floating Rate Income Fund stock for Q4 2021, down 4.4% quarter-over-quarter.
- 22 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2021 and 18 closed out, a net change of +4 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q4 2021 was UBS Group, an estimated $1.65M added.
- The largest Nuveen Floating Rate Income Fund seller in Q4 2021 was Rivernorth Capital Management, an estimated $8.62M sold.
Based on aggregated 13F filings for Q4 2021.