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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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62 hedge funds and large institutions have $97.9M invested in Nuveen Floating Rate Income Opportunty Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $92.5M → $97.9M (+$5.4M)

3% more funds holding

Funds holding: 60 → 62 (+2)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.92M
2
AAM
Advisors Asset Management
Colorado
+$983K
3
Bank of America
Bank of America
North Carolina
+$835K
4
CBA
Coastal Bridge Advisors
Connecticut
+$773K
5
Millennium Management
Millennium Management
New York
+$709K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$2.96M
2
YMRC
Yorktown Management & Research Company
Virginia
-$2.59M
3
Morgan Stanley
Morgan Stanley
New York
-$2.43M
4
UBS Group
UBS Group
Switzerland
-$2M
5
CS
Credit Suisse
Switzerland
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$751K +$709K +61,614 New
ACP
27
Aviance Capital Partners
Florida
$692K +$77.8K +6,757 +14%
Ameriprise
28
Ameriprise
Minnesota
$685K +$29.6K +2,574 +5%
UBS Group
29
UBS Group
Switzerland
$651K -$2M -173,929 -77%
OA
30
Oxbow Advisors
Texas
$530K -$737 -64 -0.1%
GWM
31
Geneos Wealth Management
Colorado
$508K +$342K +29,700 +248%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$498K +$257K +22,355 +121%
BIG
33
Bellwether Investment Group
Tennessee
$497K +$470K +40,806 New
BRWA
34
B. Riley Wealth Advisors
Florida
$424K +$51.5K +4,472 +15%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$376K -$14.4K -1,254 -4%
TC
36
Telemus Capital
Michigan
$355K – – –
WKWM
37
Walter & Keenan Wealth Management
Indiana
$318K +$74.8K +6,500 +33%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$292K +$68.4K +5,940 +33%
SPC
39
Sigma Planning Corp
Michigan
$268K +$1.46K +127 +0.6%
RJA
40
Raymond James & Associates
Florida
$267K +$69.1K +6,000 +38%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$250K +$72.2K +6,269 +44%
TIA
42
Tiemann Investment Advisors
California
$241K -$45.4K -3,948 -17%
DADC
43
D.A. Davidson & Co
Montana
$225K – – –
CIC
44
Carnegie Investment Counsel
Ohio
$165K – – –
SSWM
45
Sheets Smith Wealth Management
North Carolina
$163K – – –
AG
46
Advisor Group
Arizona
$155K +$83.5K +7,252 +132%
TW
47
Transform Wealth
Colorado
$153K -$263K -22,836 -65%
FA
48
Fortis Advisors
Pennsylvania
$146K – – –
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$139K – – –
HCM
50
Hollencrest Capital Management
California
$128K -$11.5K -1,000 -9%
1
2
3

JRO Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2016, worth a combined $97.9M — up 5.8% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRO positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.92M. The largest seller was Capital Investment Advisors, cutting an estimated $2.96M.

  • 62 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2016, up from 60 in Q3 2016.
  • Funds reported $97.9M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2016, up 5.8% quarter-over-quarter.
  • 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2016 and 7 closed out, a net change of +3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $5.92M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2016 was Capital Investment Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2016.