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Nuveen Floating Rate Income Fund
JFR

161 hedge funds and large institutions have $830M invested in Nuveen Floating Rate Income Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more capital invested

Capital invested by funds: $314M → $830M (+$515M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 161 (+2)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

1.41% less ownership

Funds ownership: 28.13% → 26.71% (-1.4%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
50
Reduced
47
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.85M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.92M
3
PCM
Penserra Capital Management
California
+$1.19M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.14M
5
Osaic Holdings
Osaic Holdings
Arizona
+$737K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$16.7M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.24M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.94M
4
NCM
Next Capital Management
New York
-$1.81M
5
Invesco
Invesco
Georgia
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$511M – – –
Morgan Stanley
2
Morgan Stanley
New York
$45.9M -$154K -17,256 -0.3%
LPL Financial
3
LPL Financial
California
$24.4M -$353K -39,472 -1%
Bank of America
4
Bank of America
North Carolina
$21.6M -$103K -11,499 -0.5%
Invesco
5
Invesco
Georgia
$17.7M -$1.67M -186,648 -9%
PCM
6
Penserra Capital Management
California
$17.6M +$1.19M +132,860 +7%
GC
7
Guggenheim Capital
Illinois
$16M +$2.85M +318,303 +21%
CPC
8
Congress Park Capital
New York
$13.8M +$447K +49,963 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$12.2M +$12.2M +1,364,867 New
AAM
10
Advisors Asset Management
Colorado
$9.45M +$387K +43,259 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.37M +$217K +24,225 +2%
UBS Group
12
UBS Group
Switzerland
$8.15M -$33.2K -3,705 -0.4%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$7.86M +$1.14M +127,024 +17%
Wells Fargo
14
Wells Fargo
California
$6.78M +$424K +47,424 +7%
Cohen & Steers
15
Cohen & Steers
New York
$6.34M – – –
Ameriprise
16
Ameriprise
Minnesota
$5.99M +$411K +45,970 +7%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$5.96M +$184K +20,566 +3%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$4.91M -$3.24M -361,917 -40%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.65M +$24K +2,680 +0.5%
CBA
20
Coastal Bridge Advisors
Connecticut
$4.14M -$129K -14,442 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.98M +$737K +82,396 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.83M +$459K +51,249 +14%
CWP
23
Cyndeo Wealth Partners
Florida
$3.77M -$1.2M -134,500 -24%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.48M +$64.5K +7,211 +2%
RA
25
RFG Advisory
Alabama
$3.4M -$12.3K -1,375 -0.4%
1
2 3 4 5

JFR Hedge Fund Activity: Q4 2024 in Review

161 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2024, worth a combined $830M — up 164% from $314M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JFR positions and 22 closed out — a net gain of 4 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.85M. The largest seller was International Assets Investment Management, cutting an estimated $16.7M.

  • 161 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $830M of Nuveen Floating Rate Income Fund stock for Q4 2024, up 164% quarter-over-quarter.
  • 26 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2024 and 22 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.85M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q4 2024 was International Assets Investment Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2024.