Nuveen Floating Rate Income Fund
162 hedge funds and large institutions have $320M invested in Nuveen Floating Rate Income Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 21 closing their positions.
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
2% more funds holding
Funds holding: 159 → 162 (+3)
9% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 47
1% more capital invested
Capital invested by funds: $316M → $320M (+$3.71M)
0.01% more ownership
Funds ownership: 26.74% → 26.74% (+0.01%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.85M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.92M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.19M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$3.24M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$1.94M |
| 3 |
NCM
Next Capital Management
New York
|
-$1.81M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.67M |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$1.2M |
JFR Hedge Fund Activity: Q4 2024 in Review
162 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q4 2024, worth a combined $320M — up 1.2% from $316M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new JFR positions and 21 closed out — a net gain of 5 holders — while 51 added to existing stakes and 47 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.85M. The largest seller was Pathstone Holdings, cutting an estimated $3.24M.
- 162 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q4 2024, up from 159 in Q3 2024.
- Funds reported $320M of Nuveen Floating Rate Income Fund stock for Q4 2024, up 1.2% quarter-over-quarter.
- 26 funds opened new Nuveen Floating Rate Income Fund positions in Q4 2024 and 21 closed out, a net change of +5 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 Pathstone Holdings, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2024.