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JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

JRO was delisted on the 28th of July, 2023.

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63 hedge funds and large institutions have $86.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 58 → 63 (+5)

8% more capital invested

Capital invested by funds: $79.8M → $86.6M (+$6.77M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
15
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$4.75M
2
RVP
Relative Value Partners
Illinois
+$2.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.3M
4
TAM
Trust Asset Management
Texas
+$1.3M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.12M
2
DA
Doliver Advisors
Texas
-$659K
3
LPL Financial
LPL Financial
California
-$337K
4
GC
Guggenheim Capital
Illinois
-$301K
5
WS
Wedbush Securities
California
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
26
Steinberg Global Asset Management
Florida
$390K -$61.8K -5,506 -14%
ZA
27
Zazove Associates
Nevada
$389K – – –
MFS
28
MSI Financial Services
Massachusetts
$366K +$225K +20,008 +161%
CI
29
CAZ Investments
Texas
$321K +$320K +28,522 New
ICOA
30
Investment Centers of America
North Dakota
$314K +$27.4K +2,446 +10%
TIA
31
Tiemann Investment Advisors
California
$282K -$197K -17,538 -41%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$266K -$9.04K -806 -3%
ACM
33
Argentus Capital Management
Texas
$256K +$254K +22,644 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$244K -$7.12M -634,720 -97%
CA
35
Cornerstone Advisors
North Carolina
$239K -$142K -12,678 -37%
HCM
36
Hollencrest Capital Management
California
$212K -$40.3K -3,590 -16%
OC
37
Oppenheimer & Co
New York
$209K +$47.3K +4,214 +29%
AAS
38
Annex Advisory Services
Wisconsin
$199K -$8.42K -750 -4%
SPC
39
Sigma Planning Corp
Michigan
$185K +$184K +16,436 New
BA
40
BlackRock Advisors
Delaware
$180K +$179K +15,943 New
M&T Bank
41
M&T Bank
New York
$163K -$36.1K -3,214 -18%
CIC
42
Carnegie Investment Counsel
Ohio
$152K -$11.2K -1,000 -7%
VC
43
Vicus Capital
Pennsylvania
$149K -$12.3K -1,100 -8%
SHA
44
Smith Hayes Advisers
Nebraska
$148K -$5.61K -500 -4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$147K -$14.7K -1,306 -9%
DA
46
Doliver Advisors
Texas
$136K -$659K -58,760 -79%
FFA
47
First Foundation Advisors
California
$132K +$131K +11,709 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$128K – – –
CIA
49
Capital Investment Advisors
Georgia
$118K – – –
Goldman Sachs
50
Goldman Sachs
New York
$116K +$115K +10,289 New
1
2
3

JRO Hedge Fund Activity: Q4 2014 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2014, worth a combined $86.6M — up 8.5% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.75M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.12M.

  • 63 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $86.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2014 and 7 closed out, a net change of +6 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2014 was JP Morgan Chase, an estimated $4.75M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2014.