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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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66 hedge funds and large institutions have $83M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 62 → 66 (+4)

15% less capital invested

Capital invested by funds: $97.9M → $83M (-$14.9M)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFS
Founders Financial Securities
Maryland
+$2.48M
2
DA
Doliver Advisors
Texas
+$547K
3
Morgan Stanley
Morgan Stanley
New York
+$519K
4
GI
Gradient Investments
Minnesota
+$311K
5
OFG
OTA Financial Group
New York
+$281K

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$3.28M
2
FFA
First Foundation Advisors
California
-$2.94M
3
Invesco
Invesco
Georgia
-$2.42M
4
CIA
Capital Investment Advisors
Georgia
-$2.11M
5
GC
Guggenheim Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$462K -$205K -16,807 -30%
UBS Group
27
UBS Group
Switzerland
$426K -$209K -17,141 -32%
BRWA
28
B. Riley Wealth Advisors
Florida
$394K -$14.9K -1,224 -4%
OA
29
Oxbow Advisors
Texas
$379K -$137K -11,221 -26%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$349K -$15.1K -1,235 -4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$340K -$146K -11,988 -29%
TC
32
Telemus Capital
Michigan
$340K -$2.32K -190 -0.7%
SPC
33
Sigma Planning Corp
Michigan
$310K +$53.3K +4,371 +20%
WKWM
34
Walter & Keenan Wealth Management
Indiana
$307K – – –
RJA
35
Raymond James & Associates
Florida
$306K +$51.2K +4,192 +19%
FFA
36
First Foundation Advisors
California
$301K -$2.94M -240,999 -90%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$300K +$19.4K +1,587 +7%
TIA
38
Tiemann Investment Advisors
California
$273K +$42.7K +3,500 +18%
OFG
39
OTA Financial Group
New York
$270K +$281K +23,051 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$243K +$2.69K +220 +1%
SEIA
41
Signature Estate & Investment Advisors
California
$243K +$253K +20,695 New
Millennium Management
42
Millennium Management
New York
$237K -$505K -41,420 -67%
SFM
43
Signet Financial Management
New Jersey
$176K +$183K +15,000 New
Stifel Financial
44
Stifel Financial
Missouri
$172K +$179K +14,689 New
SSWM
45
Sheets Smith Wealth Management
North Carolina
$157K – – –
IAA
46
Independent Advisor Alliance
North Carolina
$151K +$157K +12,877 New
TW
47
Transform Wealth
Colorado
$147K – – –
DADC
48
D.A. Davidson & Co
Montana
$144K -$75.8K -6,209 -34%
CIC
49
Carnegie Investment Counsel
Ohio
$143K -$18.3K -1,500 -11%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$134K – – –
1
2
3

JRO Hedge Fund Activity: Q1 2017 in Review

66 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2017, worth a combined $83M — down 15% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JRO positions and 7 closed out — a net gain of 5 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was Founders Financial Securities, opening a new position worth an estimated $2.48M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $3.28M sold.

  • 66 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2017, up from 62 in Q4 2016.
  • Funds reported $83M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2017, down 15% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2017 and 7 closed out, a net change of +5 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2017 was Founders Financial Securities, an estimated $2.48M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2017 was Eaton Vance Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q1 2017.