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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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67 hedge funds and large institutions have $81.5M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 66 → 67 (+1)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

2% less capital invested

Capital invested by funds: $83M → $81.5M (-$1.55M)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$3.17M
2
Morgan Stanley
Morgan Stanley
New York
+$619K
3
RJA
Raymond James & Associates
Florida
+$541K
4
SEIA
Signature Estate & Investment Advisors
California
+$353K
5
GI
Gradient Investments
Minnesota
+$304K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.18M
2
GC
Guggenheim Capital
Illinois
-$1.14M
3
KC
Kellner Capital
New York
-$983K
4
Bank of America
Bank of America
North Carolina
-$928K
5
CBA
Coastal Bridge Advisors
Connecticut
-$796K
Name Holding Trade Value Shares
Change 		Change in
Stake
G
26
GenTrust
Florida
$411K -$375K -31,830 -48%
FFA
27
First Foundation Advisors
California
$395K +$96.5K +8,185 +32%
BRWA
28
B. Riley Wealth Advisors
Florida
$393K +$2.27K +193 +0.6%
UBS Group
29
UBS Group
Switzerland
$370K -$54.2K -4,596 -13%
GWM
30
Geneos Wealth Management
Colorado
$355K -$296K -25,150 -45%
TIA
31
Tiemann Investment Advisors
California
$345K +$73.7K +6,250 +27%
TC
32
Telemus Capital
Michigan
$338K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$336K -$9.75K -827 -3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$319K -$18.3K -1,556 -5%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$305K – – –
SPC
36
Sigma Planning Corp
Michigan
$298K -$10.4K -880 -3%
OFG
37
OTA Financial Group
New York
$270K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$262K +$20.6K +1,747 +8%
KA
39
Kovack Advisors
Florida
$253K +$255K +21,656 New
WS
40
Wedbush Securities
California
$244K +$247K +20,950 New
Stifel Financial
41
Stifel Financial
Missouri
$240K +$69.7K +5,912 +40%
DADC
42
D.A. Davidson & Co
Montana
$230K +$87.9K +7,459 +61%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$227K -$71.4K -6,061 -24%
SFM
44
Signet Financial Management
New Jersey
$175K – – –
SSWM
45
Sheets Smith Wealth Management
North Carolina
$156K – – –
CIC
46
Carnegie Investment Counsel
Ohio
$142K – – –
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$133K – – –
SB
48
Suntrust Banks
Georgia
$125K – – –
Millennium Management
49
Millennium Management
New York
$119K -$118K -10,024 -50%
BW
50
Biegel & Waller
Maryland
$119K +$2.11K +179 +2%
1
2
3

JRO Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2017, worth a combined $81.5M — down 1.9% from $83M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRO positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $3.17M. The largest seller was LPL Financial, cutting an estimated $1.18M.

  • 67 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2017, up from 66 in Q1 2017.
  • Funds reported $81.5M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2017, down 1.9% quarter-over-quarter.
  • 7 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2017 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2017 was Eaton Vance Management, an estimated $3.17M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2017 was LPL Financial, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2017.