Nuveen Floating Rate Income Fund
100 hedge funds and large institutions have $173M invested in Nuveen Floating Rate Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 22
0.74% less ownership
Funds ownership: 31.03% → 30.29% (-0.74%)
4% less capital invested
Capital invested by funds: $180M → $173M (-$6.96M)
4% less funds holding
Funds holding: 104 → 100 (-4)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$3.74M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.26M |
| 3 |
Morgan Stanley
New York
|
+$2.2M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.77M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.27M |
Top Sellers
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$4.37M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.23M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.12M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$1.86M |
JFR Hedge Fund Activity: Q1 2022 in Review
100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2022, worth a combined $173M — down 3.9% from $180M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of JFR and 13 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 38 added.
The largest buyer was LPL Financial, adding an estimated $3.74M. The largest seller was Capital Investment Advisors, cutting an estimated $4.37M.
- 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2022, down from 104 in Q4 2021.
- Funds reported $173M of Nuveen Floating Rate Income Fund stock for Q1 2022, down 3.9% quarter-over-quarter.
- 13 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2022 and 16 closed out, a net change of -3 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q1 2022 was LPL Financial, an estimated $3.74M added.
- The largest Nuveen Floating Rate Income Fund seller in Q1 2022 was Capital Investment Advisors, an estimated $4.37M sold.
Based on aggregated 13F filings for Q1 2022.