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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

92 hedge funds and large institutions have $93.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

14% more funds holding

Funds holding: 8192 (+11)

7% less capital invested

Capital invested by funds: $100M → $93.4M (-$7.06M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$824K -$474K -48,179 -35%
CAN
27
Cetera Advisor Networks
California
$807K -$102K -10,361 -10%
Wells Fargo
28
Wells Fargo
California
$761K -$937K -95,263 -53%
RJA
29
Raymond James & Associates
Florida
$738K -$137K -13,926 -15%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$694K -$82.5K -8,392 -10%
NCM
31
Next Capital Management
New York
$662K +$722K +73,384 New
UBS Group
32
UBS Group
Switzerland
$645K -$224K -22,738 -24%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$619K +$675K +68,600 New
QGA
34
Q Global Advisors
Texas
$567K +$618K +62,888 New
RCM
35
Rivernorth Capital Management
Florida
$550K -$234K -23,766 -28%
HK
36
Horizon Kinetics
New York
$536K -$1.65K -168 -0.3%
WAM
37
Weiss Asset Management
Massachusetts
$519K +$566K +57,534 New
LCM
38
Landscape Capital Management
New Jersey
$495K +$327K +33,246 +154%
PMG
39
ProVise Management Group
Florida
$475K -$76.5K -7,780 -13%
Ameriprise
40
Ameriprise
Minnesota
$463K +$69.3K +7,046 +16%
ZA
41
Zazove Associates
Nevada
$417K
VF
42
Virtu Financial
New York
$405K +$441K +44,891 New
RCM
43
Robinson Capital Management
Michigan
$340K -$2.4M -243,935 -87%
FHA
44
Flagship Harbor Advisors
Massachusetts
$332K -$130K -13,189 -26%
Cohen & Steers
45
Cohen & Steers
New York
$328K
IWC
46
Integrated Wealth Concepts
Massachusetts
$313K +$87.9K +8,936 +35%
BRWA
47
B. Riley Wealth Advisors
Florida
$299K -$68K -6,912 -17%
CRC
48
Curi RMB Capital
Illinois
$292K -$545K -55,449 -63%
AA
49
AQR Arbitrage
Connecticut
$286K +$312K +31,713 New
WS
50
Wedbush Securities
California
$283K -$14.4K -1,462 -4%

JRO Hedge Fund Activity: Q4 2018 in Review

92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2018, worth a combined $93.4M — down 7% from $100M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JRO positions and 12 closed out — a net gain of 11 holders — while 21 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.71M. The largest seller was Bank of America, cutting an estimated $3.45M.

  • 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $93.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2018, down 7% quarter-over-quarter.
  • 23 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2018 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2018 was Goldman Sachs, an estimated $4.71M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2018 was Bank of America, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2018.