JFR icon

Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

167 hedge funds and large institutions have $311M invested in Nuveen Floating Rate Income Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
60
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPC
1
Congress Park Capital
New York
$10.9M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.31M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$3.83M
4
LPL Financial
4
LPL Financial
California
$24.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.9M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$664K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
Invesco
4
Invesco
Georgia
$15.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.9M 5,193,404 +68,337 +1%
LPL Financial
2
LPL Financial
California
$24.1M 2,789,482 +79,340 +3%
Bank of America
3
Bank of America
North Carolina
$21.8M 2,524,037 +20,511 +0.8%
Invesco
4
Invesco
Georgia
$15.5M 1,796,913 -373,565 -17%
PCM
5
Penserra Capital Management
California
$13.7M 1,589,454 +35,322 +2%
GC
6
Guggenheim Capital
Illinois
$12.2M 1,411,158 -10,659 -0.7%
CPC
7
Congress Park Capital
New York
$10.9M 1,261,648 +218,221 +21%
Wells Fargo
8
Wells Fargo
California
$10.1M 1,165,733 -49,156 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.87M 1,025,588 -65,906 -6%
UBS Group
10
UBS Group
Switzerland
$8.18M 945,601 +32,938 +4%
AAM
11
Advisors Asset Management
Colorado
$8.04M 929,383 -56,007 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8M 925,255 +65,785 +8%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$6.57M 759,380 -97,935 -11%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$6.26M 723,132 +26,604 +4%
Cohen & Steers
15
Cohen & Steers
New York
$5.85M 676,052 +30,000 +5%
Ameriprise
16
Ameriprise
Minnesota
$5.21M 603,771 +68,440 +13%
NCM
17
Next Capital Management
New York
$4.71M 544,590 -29,919 -5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.41M 510,334 -7,230 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.16M 480,753 -363,291 -43%
CWP
20
Cyndeo Wealth Partners
Florida
$4.12M 476,469 +59,019 +14%
RJA
21
Raymond James & Associates
Florida
$3.93M 454,111 -14,008 -3%
CBA
22
Coastal Bridge Advisors
Connecticut
$3.83M 442,454 +103,719 +31%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$3.31M 382,144 +216,704 +131%
RA
24
RFG Advisory
Alabama
$3.29M 379,975 -8,500 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.05M 352,199 -104,022 -23%
1
2 3 4 5