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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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83 hedge funds and large institutions have $98.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

12% more funds holding

Funds holding: 74 → 83 (+9)

11% more capital invested

Capital invested by funds: $88.8M → $98.4M (+$9.65M)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$8.85M
2
CIA
Capital Investment Advisors
Georgia
+$1.74M
3
NMC
Nine Masts Capital
Hong Kong
+$1.49M
4
DA
Doliver Advisors
Texas
+$1.39M
5
CA
Cetera Advisors
Colorado
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$2.88M
2
FFS
Founders Financial Securities
Maryland
-$2.12M
3
GC
Guggenheim Capital
Illinois
-$1.29M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$861K
5
Bank of America
Bank of America
North Carolina
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$805K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$805K +$698K +65,393 +548%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$715K +$733K +68,646 New
HK
29
Horizon Kinetics
New York
$624K – – –
Stifel Financial
30
Stifel Financial
Missouri
$622K +$404K +37,791 +172%
CRC
31
Curi RMB Capital
Illinois
$584K +$599K +56,104 New
FHA
32
Flagship Harbor Advisors
Massachusetts
$528K -$1.58K -148 -0.3%
Ameriprise
33
Ameriprise
Minnesota
$499K -$87.2K -8,160 -15%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$472K +$60.8K +5,696 +14%
BRWA
35
B. Riley Wealth Advisors
Florida
$459K -$76.4K -7,152 -14%
WCM
36
Windsor Capital Management
Arizona
$413K +$1.89K +177 +0.4%
WS
37
Wedbush Securities
California
$353K +$5.61K +525 +2%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$305K +$88.9K +8,325 +40%
G
39
GenTrust
Florida
$304K -$28.5K -2,668 -8%
TC
40
Telemus Capital
Michigan
$301K – – –
Millennium Management
41
Millennium Management
New York
$290K +$297K +27,832 New
TW
42
Transform Wealth
Colorado
$286K +$887 +83 +0.3%
TIA
43
Tiemann Investment Advisors
California
$274K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$273K -$3.71K -347 -1%
UBS Group
45
UBS Group
Switzerland
$262K +$15.6K +1,457 +6%
WKWM
46
Walter & Keenan Wealth Management
Indiana
$235K +$21.4K +2,000 +10%
SFS
47
Shaker Financial Services
Virginia
$234K +$241K +22,520 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$212K +$93.9K +8,787 +75%
DADC
49
D.A. Davidson & Co
Montana
$201K +$96.1K +9,000 +87%
CA
50
Cornerstone Advisors
North Carolina
$180K +$185K +17,310 New
1
2
3 4

JRO Hedge Fund Activity: Q2 2018 in Review

83 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2018, worth a combined $98.4M — up 11% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JRO positions and 5 closed out — a net gain of 10 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $8.85M. The largest seller was Eaton Vance Management, cutting an estimated $2.88M.

  • 83 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $98.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2018, up 11% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2018 and 5 closed out, a net change of +10 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $8.85M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2018 was Eaton Vance Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2018.