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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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60 hedge funds and large institutions have $86.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $81.5M → $86.6M (+$5.14M)

10% less funds holding

Funds holding: 67 → 60 (-7)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.28M
2
Morgan Stanley
Morgan Stanley
New York
+$1.09M
3
KA
Kovack Advisors
Florida
+$805K
4
BRWA
B. Riley Wealth Advisors
Florida
+$370K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$359K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$660K
2
Wells Fargo
Wells Fargo
California
-$544K
3
OFG
OTA Financial Group
New York
-$270K
4
Stifel Financial
Stifel Financial
Missouri
-$240K
5
FFA
First Foundation Advisors
California
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$524K +$73.4K +6,265 +16%
WS
27
Wedbush Securities
California
$440K +$191K +16,250 +78%
UBS Group
28
UBS Group
Switzerland
$385K +$9.96K +850 +3%
G
29
GenTrust
Florida
$374K -$42.4K -3,613 -10%
TW
30
Transform Wealth
Colorado
$359K +$355K +30,319 New
TIA
31
Tiemann Investment Advisors
California
$349K – – –
TC
32
Telemus Capital
Michigan
$342K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$336K -$5.28K -450 -2%
WKWM
34
Walter & Keenan Wealth Management
Indiana
$327K +$17.6K +1,500 +6%
SPC
35
Sigma Planning Corp
Michigan
$279K -$23K -1,963 -8%
GWM
36
Geneos Wealth Management
Colorado
$273K -$86.2K -7,350 -24%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$273K -$50K -4,262 -16%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$267K +$35.9K +3,061 +16%
FFA
39
First Foundation Advisors
California
$265K -$134K -11,410 -34%
DADC
40
D.A. Davidson & Co
Montana
$264K +$31.4K +2,675 +14%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$249K -$16.1K -1,372 -6%
JCM
42
Janney Capital Management
Pennsylvania
$189K +$188K +16,000 New
SFM
43
Signet Financial Management
New Jersey
$177K – – –
BAM
44
Belpointe Asset Management
Nevada
$173K +$172K +14,638 New
SSWM
45
Sheets Smith Wealth Management
North Carolina
$159K – – –
CIC
46
Carnegie Investment Counsel
Ohio
$139K – – –
SB
47
Suntrust Banks
Georgia
$125K – – –
BW
48
Biegel & Waller
Maryland
$123K +$2.19K +187 +2%
OIA
49
Optimum Investment Advisors
Illinois
$118K – – –
AG
50
Advisor Group
Arizona
$113K +$45.1K +3,850 +68%
1
2
3

JRO Hedge Fund Activity: Q3 2017 in Review

60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2017, worth a combined $86.6M — up 6.3% from $81.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JRO and 4 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was Bank of America, adding an estimated $2.28M. The largest seller was Doliver Advisors, exiting entirely with an estimated $660K sold.

  • 60 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2017, down from 67 in Q2 2017.
  • Funds reported $86.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 4 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2017 and 10 closed out, a net change of -6 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2017 was Bank of America, an estimated $2.28M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2017 was Doliver Advisors, an estimated $660K sold.

Based on aggregated 13F filings for Q3 2017.