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Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

168 hedge funds and large institutions have $464M invested in Nuveen Floating Rate Income Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
35
Increased
69
Reduced
28
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$55.5M
2
MIG
Mariner Investment Group
New York
+$40.6M
3
Morgan Stanley
Morgan Stanley
New York
+$20.6M
4
CWP
Cyndeo Wealth Partners
Florida
+$8.65M
5
CPC
Congress Park Capital
New York
+$7.43M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.91M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.73M
4
BAM
Byrne Asset Management
New Jersey
-$1.24M
5
N
Natixis
France
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.2M +$20.6M +2,428,627 +47%
SIA
2
Sit Investment Associates
Minnesota
$55.5M +$55.5M +6,549,321 New
MIG
3
Mariner Investment Group
New York
$40.6M +$40.6M +4,790,000 New
LPL Financial
4
LPL Financial
California
$23.2M +$32.8K +3,878 +0.1%
Invesco
5
Invesco
Georgia
$22.6M +$5.72M +675,500 +34%
Bank of America
6
Bank of America
North Carolina
$20.7M +$238K +28,066 +1%
CPC
7
Congress Park Capital
New York
$20.5M +$7.43M +877,338 +57%
PCM
8
Penserra Capital Management
California
$17.1M +$446K +52,616 +3%
GC
9
Guggenheim Capital
Illinois
$16.9M +$1.65M +194,418 +11%
CWP
10
Cyndeo Wealth Partners
Florida
$12.2M +$8.65M +1,021,050 +241%
Raymond James Financial
11
Raymond James Financial
Florida
$12M +$406K +47,985 +4%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$9.93M +$4.27M +504,309 +75%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.87M +$975K +115,098 +11%
AAM
14
Advisors Asset Management
Colorado
$9.26M +$285K +33,703 +3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$8.34M +$883K +104,268 +12%
UBS Group
16
UBS Group
Switzerland
$7.79M +$50.4K +5,955 +0.7%
Cohen & Steers
17
Cohen & Steers
New York
$7.23M +$1.2M +142,211 +20%
EFG
18
Ethos Financial Group
Pennsylvania
$6.2M +$6.2M +732,569 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.83M +$2.52M +297,657 +76%
Wells Fargo
20
Wells Fargo
California
$5.51M -$926K -109,386 -14%
YCM
21
Yakira Capital Management
Connecticut
$5.3M +$5.3M +625,691 New
Ameriprise
22
Ameriprise
Minnesota
$5.22M -$460K -54,263 -8%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.19M +$777K +91,687 +18%
IA
24
Icon Advisers
Colorado
$5.15M +$5.15M +608,030 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.69M +$56.5K +6,671 +2%
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