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Nuveen Floating Rate Income Fund

172 hedge funds and large institutions have $458M invested in Nuveen Floating Rate Income Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $450M → $458M (+$7.7M)

0.11% less ownership

Funds ownership: 44.66%44.55% (-0.11%)

7% less funds holding

Funds holding: 185172 (-13)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
-13
Holders Change %
-7.03%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
59
Reduced
52
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.3M +$22.4M +2,961,714 +49%
SIA
2
Sit Investment Associates
Minnesota
$31.3M -$4.21M -557,319 -12%
CPC
3
Congress Park Capital
New York
$26.7M +$2.69M +356,471 +11%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$22.8M +$577K +76,287 +3%
Invesco
5
Invesco
Georgia
$22.5M -$66.9K -8,844 -0.3%
PCM
6
Penserra Capital Management
California
$22.2M +$835K +110,399 +4%
LPL Financial
7
LPL Financial
California
$20.1M -$20.1K -2,658 -0.1%
Wells Fargo
8
Wells Fargo
California
$20M +$840K +111,132 +4%
Bank of America
9
Bank of America
North Carolina
$15.6M +$862K +113,966 +6%
CWP
10
Cyndeo Wealth Partners
Florida
$15.3M +$1.54M +204,050 +11%
AAM
11
Advisors Asset Management
Colorado
$14M +$2.08M +274,870 +18%
GC
12
Guggenheim Capital
Illinois
$14M -$938K -124,116 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$13.7M +$1.56M +205,992 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.99M +$173K +22,852 +2%
1CP
15
1607 Capital Partners
Virginia
$9.35M -$7.15M -946,010 -44%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$8.53M +$3.01M +398,627 +56%
IA
17
Icon Advisers
Colorado
$7.45M -$5.64M -745,662 -43%
KWM
18
Kanen Wealth Management
Florida
$7.37M +$1.1M +145,913 +18%
UBS Group
19
UBS Group
Switzerland
$7M -$12.9K -1,706 -0.2%
Cohen & Steers
20
Cohen & Steers
New York
$6.54M
Ameriprise
21
Ameriprise
Minnesota
$6.18M -$200K -26,428 -3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.54M -$63.3K -8,379 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.31M +$1.65M +217,772 +46%
EFG
24
Ethos Financial Group
Pennsylvania
$4.46M -$494K -65,348 -10%
AC
25
Almitas Capital
California
$3.34M +$178K +23,580 +6%

JFR Hedge Fund Activity: Q2 2026 in Review

172 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2026, worth a combined $458M — up 1.7% from $450M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JFR and 16 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 59 added.

The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was 1607 Capital Partners, cutting an estimated $7.15M.

  • 172 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2026, down from 185 in Q1 2026.
  • Funds reported $458M of Nuveen Floating Rate Income Fund stock for Q2 2026, up 1.7% quarter-over-quarter.
  • 16 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2026 and 27 closed out, a net change of -11 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2026 was Morgan Stanley, an estimated $22.4M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2026 was 1607 Capital Partners, an estimated $7.15M sold.

Based on aggregated 13F filings for Q2 2026.