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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

JRO was delisted on the 28th of July, 2023.

74 hedge funds and large institutions have $87.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

23% more funds holding

Funds holding: 6074 (+14)

1% more capital invested

Capital invested by funds: $86.6M → $87.4M (+$796K)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Windsor Capital Management
Arizona
$570K -$73.5K -6,503 -12%
LPL Financial
27
LPL Financial
California
$554K +$48.1K +4,256 +10%
FHA
28
Flagship Harbor Advisors
Massachusetts
$538K -$49.1K -4,348 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$411K +$153K +13,514 +60%
WS
30
Wedbush Securities
California
$404K -$20.3K -1,800 -5%
CCP
31
Clough Capital Partners
Massachusetts
$381K +$377K +33,400 New
G
32
GenTrust
Florida
$357K -$1.39K -123 -0.4%
TIA
33
Tiemann Investment Advisors
California
$357K +$20.3K +1,800 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$351K +$27.1K +2,402 +8%
TC
35
Telemus Capital
Michigan
$330K
TW
36
Transform Wealth
Colorado
$311K -$33.9K -3,000 -10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$305K +$63.6K +5,625 +27%
WAM
38
Weiss Asset Management
Massachusetts
$300K +$297K +26,275 New
Squarepoint
39
Squarepoint
New York
$298K +$296K +26,183 New
GWM
40
Geneos Wealth Management
Colorado
$274K +$10.7K +950 +4%
UBS Group
41
UBS Group
Switzerland
$263K -$107K -9,480 -29%
SPC
42
Sigma Planning Corp
Michigan
$260K -$8K -708 -3%
MA
43
Mutual Advisors
Nebraska
$250K +$248K +21,969 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$239K -$23.4K -2,073 -9%
WKWM
45
Walter & Keenan Wealth Management
Indiana
$235K -$79.1K -7,000 -25%
DADC
46
D.A. Davidson & Co
Montana
$218K -$37K -3,278 -15%
OC
47
Oppenheimer & Co
New York
$184K +$183K +16,181 New
SFM
48
Signet Financial Management
New Jersey
$171K
FFA
49
First Foundation Advisors
California
$157K -$97.4K -8,622 -38%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$153K

JRO Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2017, worth a combined $87.4M — up 0.92% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRO positions and 6 closed out — a net gain of 14 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $1.14M.

  • 74 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2017, up from 60 in Q3 2017.
  • Funds reported $87.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2017, up 0.92% quarter-over-quarter.
  • 20 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2017 and 6 closed out, a net change of +14 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $1.27M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2017 was Wells Fargo, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2017.