Nuveen Floating Rate Income Fund
90 hedge funds and large institutions have $150M invested in Nuveen Floating Rate Income Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.1% less ownership
Funds ownership: 33.5% → 32.4% (-1.1%)
3% less funds holding
Funds holding: 93 → 90 (-3)
6% less capital invested
Capital invested by funds: $159M → $150M (-$9.66M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$2.68M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.14M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$708K |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
+$490K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$4.41M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$3.32M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.21M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.15M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$686K |
JFR Hedge Fund Activity: Q3 2022 in Review
90 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2022, worth a combined $150M — down 6.1% from $159M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JFR and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.
The largest buyer was Oaktree Capital Management, adding an estimated $2.68M. The largest seller was Penserra Capital Management, cutting an estimated $4.41M.
- 90 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2022, down from 93 in Q2 2022.
- Funds reported $150M of Nuveen Floating Rate Income Fund stock for Q3 2022, down 6.1% quarter-over-quarter.
- 8 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2022 and 9 closed out, a net change of -1 holder.
- The largest Nuveen Floating Rate Income Fund buyer in Q3 2022 was Oaktree Capital Management, an estimated $2.68M added.
- The largest Nuveen Floating Rate Income Fund seller in Q3 2022 was Penserra Capital Management, an estimated $4.41M sold.
Based on aggregated 13F filings for Q3 2022.