We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

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

Back to rankings

63 hedge funds and large institutions have $83.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more funds holding

Funds holding: 60 → 63 (+3)

6% less capital invested

Capital invested by funds: $89.3M → $83.7M (-$5.66M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
Zuckerman Investment Group
Illinois
+$4.68M
2
MIG
Mariner Investment Group
New York
+$2.45M
3
RCM
Rivernorth Capital Management
Florida
+$2.36M
4
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.22M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$715K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2M
2
TFCM
Taylor Frigon Capital Management
Arizona
-$1.55M
3
Invesco
Invesco
Georgia
-$1.01M
4
AAM
Advisors Asset Management
Colorado
-$922K
5
DA
Doliver Advisors
Texas
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$575K -$179K -16,979 -23%
LCM
27
Landscape Capital Management
New Jersey
$533K +$238K +22,554 +73%
HNB
28
Huntington National Bank
Ohio
$485K – – –
ICOA
29
Investment Centers of America
North Dakota
$421K +$25.2K +2,391 +6%
UBS Group
30
UBS Group
Switzerland
$413K -$59.5K -5,646 -12%
WKWM
31
Walter & Keenan Wealth Management
Indiana
$389K +$26.3K +2,500 +7%
Wells Fargo
32
Wells Fargo
California
$367K +$125K +11,882 +48%
ZA
33
Zazove Associates
Nevada
$344K – – –
AIM
34
Allen Investment Management
New York
$293K – – –
SFS
35
Shaker Financial Services
Virginia
$281K +$49.5K +4,694 +20%
CC
36
Caxton Corporation
New Jersey
$281K +$297K +28,207 New
MFS
37
MSI Financial Services
Massachusetts
$269K -$28.9K -2,746 -9%
TIA
38
Tiemann Investment Advisors
California
$242K +$990 +94 +0.4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$225K +$3.87K +367 +2%
SGAM
40
Steinberg Global Asset Management
Florida
$222K -$6.75K -641 -3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$207K +$19.1K +1,813 +10%
CK
42
Carnick & Kubik
Colorado
$206K +$218K +20,728 New
SPC
43
Sigma Planning Corp
Michigan
$191K +$31.3K +2,972 +18%
HCM
44
Hollencrest Capital Management
California
$188K – – –
AAS
45
Annex Advisory Services
Wisconsin
$184K – – –
CIC
46
Carnegie Investment Counsel
Ohio
$152K +$15.8K +1,500 +11%
OC
47
Oppenheimer & Co
New York
$143K -$1.45K -138 -0.9%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$143K +$864 +82 +0.6%
FFA
49
First Foundation Advisors
California
$117K – – –
SSWM
50
Sheets Smith Wealth Management
North Carolina
$113K – – –
1
2
3

JRO Hedge Fund Activity: Q3 2015 in Review

63 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2015, worth a combined $83.7M — down 6.3% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRO positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Zuckerman Investment Group, opening a new position worth an estimated $4.68M. The largest seller was Morgan Stanley, cutting an estimated $2M.

  • 63 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2015, up from 60 in Q2 2015.
  • Funds reported $83.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2015, down 6.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2015 was Zuckerman Investment Group, an estimated $4.68M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2015 was Morgan Stanley, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2015.