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

68 hedge funds and large institutions have $96.3M invested in Nuveen Floating Rate Income Opportunty Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $98.6M → $96.3M (-$2.33M)

1% less funds holding

Funds holding: 69 → 68 (-1)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$3.41M
2
LCM
Laurion Capital Management
New York
+$2.2M
3
FFA
First Foundation Advisors
California
+$1.49M
4
Bank of America
Bank of America
North Carolina
+$1.05M
5
UBS Group
UBS Group
Switzerland
+$1.04M

Top Sellers

1
MIG
Mariner Investment Group
New York
-$3.65M
2
RCM
Rivernorth Capital Management
Florida
-$2.56M
3
YMRC
Yorktown Management & Research Company
Virginia
-$2.07M
4
LPL Financial
LPL Financial
California
-$1.07M
5
WCM
Windsor Capital Management
Arizona
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
HK
26
Horizon Kinetics
New York
$714K -$48K -4,704 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$701K -$21.1K -2,072 -3%
ICOA
28
Investment Centers of America
North Dakota
$642K +$6.34K +622 +1%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$537K -$6.1K -598 -1%
BIG
30
Bellwether Investment Group
Tennessee
$518K +$514K +50,446 New
OA
31
Oxbow Advisors
Texas
$509K -$111K -10,899 -18%
Ameriprise
32
Ameriprise
Minnesota
$495K -$62.6K -6,139 -11%
ACP
33
Aviance Capital Partners
Florida
$479K +$80.9K +7,937 +20%
TW
34
Transform Wealth
Colorado
$359K +$356K +34,943 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$323K -$73.8K -7,233 -19%
ZA
36
Zazove Associates
Nevada
$302K -$52K -5,095 -15%
TC
37
Telemus Capital
Michigan
$299K -$612 -60 -0.2%
BRWA
38
B. Riley Wealth Advisors
Florida
$252K +$795 +78 +0.3%
TIA
39
Tiemann Investment Advisors
California
$242K +$1.07K +105 +0.4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$214K +$65.3K +6,400 +44%
WKWM
41
Walter & Keenan Wealth Management
Indiana
$201K – – –
FA
42
FDx Advisors
Illinois
$191K +$190K +18,613 New
OC
43
Oppenheimer & Co
New York
$187K +$185K +18,170 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$179K -$4.78K -469 -3%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$173K +$172K +16,887 New
SPC
46
Sigma Planning Corp
Michigan
$168K +$18.1K +1,774 +12%
AAS
47
Annex Advisory Services
Wisconsin
$157K -$32.6K -3,192 -17%
AIM
48
Allen Investment Management
New York
$145K – – –
VKH
49
Virtu KCG Holdings
New York
$144K +$143K +13,990 New
CIC
50
Carnegie Investment Counsel
Ohio
$143K – – –
1
2
3 4

JRO Hedge Fund Activity: Q2 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2016, worth a combined $96.3M — down 2.4% from $98.6M a quarter earlier.

Fund positioning in JRO was balanced in Q2 2016: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 24 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $3.41M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $3.65M sold.

  • 68 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2016, down from 69 in Q1 2016.
  • Funds reported $96.3M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2016, down 2.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2016 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2016 was Capital Investment Advisors, an estimated $3.41M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2016 was Mariner Investment Group, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2016.