Nuveen Floating Rate Income Fund
100 hedge funds and large institutions have $144M invested in Nuveen Floating Rate Income Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 16 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1% more funds holding
Funds holding: 99 → 100 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.27% less ownership
Funds ownership: 32.33% → 32.06% (-0.27%)
4% less capital invested
Capital invested by funds: $150M → $144M (-$5.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$2.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$913K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$852K |
| 4 |
Morgan Stanley
New York
|
+$837K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$765K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$8.13M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$574K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$529K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$483K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$477K |
JFR Hedge Fund Activity: Q2 2023 in Review
100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2023, worth a combined $144M — down 3.7% from $150M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JFR positions and 16 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $2.4M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $8.13M sold.
- 100 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2023, up from 99 in Q1 2023.
- Funds reported $144M of Nuveen Floating Rate Income Fund stock for Q2 2023, down 3.7% quarter-over-quarter.
- 18 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2023 and 16 closed out, a net change of +2 holders.
- The largest Nuveen Floating Rate Income Fund buyer in Q2 2023 was Rockefeller Capital Management, an estimated $2.4M added.
- The largest Nuveen Floating Rate Income Fund seller in Q2 2023 was Oaktree Capital Management, an estimated $8.13M sold.
Based on aggregated 13F filings for Q2 2023.