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Nuveen Floating Rate Income Fund

188 hedge funds and large institutions have $456M invested in Nuveen Floating Rate Income Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

7% more funds holding

Funds holding: 175188 (+13)

3.24% more ownership

Funds ownership: 40.19%43.43% (+3.2%)

3% more capital invested

Capital invested by funds: $441M → $456M (+$15.1M)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
61
Reduced
59
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.6M -$7.02M -889,696 -12%
SIA
2
Sit Investment Associates
Minnesota
$35.8M -$5.9M -747,722 -14%
Invesco
3
Invesco
Georgia
$22.9M +$905K +114,637 +4%
LPL Financial
4
LPL Financial
California
$22.7M -$1.94M -245,859 -8%
RCM
5
Rivernorth Capital Management
Florida
$21.7M +$21.9M +2,772,908 New
PCM
6
Penserra Capital Management
California
$19.8M +$1.84M +233,705 +10%
GC
7
Guggenheim Capital
Illinois
$17.2M +$204K +25,799 +1%
CPC
8
Congress Park Capital
New York
$17.1M -$4.53M -574,174 -21%
Bank of America
9
Bank of America
North Carolina
$16.1M -$4.05M -513,403 -20%
IA
10
Icon Advisers
Colorado
$13.3M +$8.91M +1,129,288 +199%
Wells Fargo
11
Wells Fargo
California
$12.7M +$7.81M +990,177 +158%
CWP
12
Cyndeo Wealth Partners
Florida
$12M -$1.66M -210,700 -12%
AAM
13
Advisors Asset Management
Colorado
$11M +$282K +35,753 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$10.8M +$349K +44,211 +3%
LSC
15
Logan Stone Capital
Illinois
$10M +$9.28M +1,175,526 +1,096%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.61M -$109K -13,839 -1%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$7.86M +$6.63M +840,129 +514%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$6.87M -$3.24M -410,897 -32%
Cohen & Steers
19
Cohen & Steers
New York
$6.68M
UBS Group
20
UBS Group
Switzerland
$6.44M -$1.31M -166,277 -17%
Ameriprise
21
Ameriprise
Minnesota
$6.01M +$446K +56,513 +8%
KWM
22
Kanen Wealth Management
Florida
$6M +$2.05M +259,534 +51%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$5.95M -$1M -127,089 -14%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.77M +$751K +95,164 +15%
EFG
25
Ethos Financial Group
Pennsylvania
$5.06M -$359K -45,553 -7%