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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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88 hedge funds and large institutions have $99.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

6% more capital invested

Capital invested by funds: $93.4M → $99.4M (+$6.02M)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

4% less funds holding

Funds holding: 92 → 88 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
10
Increased
30
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$2.76M
2
LC
Lindbrook Capital
California
+$2.3M
3
RCM
Rivernorth Capital Management
Florida
+$1.77M
4
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.18M
5
MIG
Mariner Investment Group
New York
+$965K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.67M
2
SCM
Saba Capital Management
New York
-$2.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.33M
4
JIP
Jaffetilchin Investment Partners
Florida
-$990K
5
GI
Gradient Investments
Minnesota
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$823K +$840K +85,773 New
IECM
27
Intrinsic Edge Capital Management
Illinois
$815K -$490K -50,000 -37%
CAN
28
Cetera Advisor Networks
California
$807K -$47.1K -4,802 -5%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$788K +$51.1K +5,217 +7%
RJA
30
Raymond James & Associates
Florida
$770K -$15K -1,532 -2%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$730K +$73.5K +7,500 +11%
NCM
32
Next Capital Management
New York
$705K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$699K +$714K +72,873 New
UBS Group
34
UBS Group
Switzerland
$591K -$97K -9,897 -14%
HKAM
35
Horizon Kinetics Asset Management
New York
$570K +$582K +59,424 New
OFG
36
OTA Financial Group
New York
$523K +$282K +28,773 +112%
PMG
37
ProVise Management Group
Florida
$514K +$9.76K +996 +2%
Ameriprise
38
Ameriprise
Minnesota
$473K -$19.6K -2,001 -4%
WAM
39
Weiss Asset Management
Massachusetts
$469K -$85K -8,672 -15%
ZA
40
Zazove Associates
Nevada
$444K – – –
WAM
41
Wolverine Asset Management
Illinois
$416K -$471K -48,028 -53%
CRC
42
Curi RMB Capital
Illinois
$398K +$89.8K +9,161 +28%
IWC
43
Integrated Wealth Concepts
Massachusetts
$382K +$50.1K +5,112 +15%
WS
44
Wedbush Securities
California
$311K +$10K +1,025 +3%
BRWA
45
B. Riley Wealth Advisors
Florida
$287K -$32K -3,268 -10%
FHA
46
Flagship Harbor Advisors
Massachusetts
$281K -$73.7K -7,522 -20%
TC
47
Telemus Capital
Michigan
$278K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$276K +$33.1K +3,380 +13%
ACM
49
Arlington Capital Management
Illinois
$273K +$279K +28,491 New
AA
50
AQR Arbitrage
Connecticut
$264K -$40.6K -4,139 -13%
1
2
3 4

JRO Hedge Fund Activity: Q1 2019 in Review

88 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2019, worth a combined $99.4M — up 6.4% from $93.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 30 added.

The largest buyer was Eaton Vance Management, adding an estimated $2.76M. The largest seller was JP Morgan Chase, cutting an estimated $3.67M.

  • 88 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2019, down from 92 in Q4 2018.
  • Funds reported $99.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2019 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2019 was Eaton Vance Management, an estimated $2.76M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2019 was JP Morgan Chase, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2019.