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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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89 hedge funds and large institutions have $109M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $99.4M → $109M (+$9.41M)

1% more funds holding

Funds holding: 88 → 89 (+1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
33
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.32M
2
VEA
Virtus ETF Advisers
New York
+$2.98M
3
CRC
Curi RMB Capital
Illinois
+$1.5M
4
RCM
Rivernorth Capital Management
Florida
+$1.27M
5
RCM
Robinson Capital Management
Michigan
+$975K

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.29M
2
Bank of America
Bank of America
North Carolina
-$2.19M
3
FFS
Founders Financial Securities
Maryland
-$1.97M
4
OFG
OTA Financial Group
New York
-$523K
5
JP Morgan Chase
JP Morgan Chase
New York
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.05M -$26.3K -2,697 -2%
SWP
27
Stratos Wealth Partners
Ohio
$984K +$43.8K +4,488 +5%
QGA
28
Q Global Advisors
Texas
$950K – – –
Wells Fargo
29
Wells Fargo
California
$919K -$181K -18,506 -16%
WAM
30
Wolverine Asset Management
Illinois
$901K +$480K +49,124 +113%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$883K +$143K +14,600 +19%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$837K +$36.6K +3,748 +5%
IECM
33
Intrinsic Edge Capital Management
Illinois
$828K – – –
CAN
34
Cetera Advisor Networks
California
$770K -$54.1K -5,543 -7%
6M
35
6 Meridian
Kansas
$634K +$636K +65,101 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$609K -$101K -10,363 -14%
HKAM
37
Horizon Kinetics Asset Management
New York
$579K – – –
UBS Group
38
UBS Group
Switzerland
$541K -$58.6K -6,002 -10%
ICM
39
Ionic Capital Management
New York
$535K +$537K +54,930 New
PMG
40
ProVise Management Group
Florida
$517K -$5.78K -592 -1%
ZA
41
Zazove Associates
Nevada
$451K +$452K +46,255 New
Ameriprise
42
Ameriprise
Minnesota
$433K -$48.1K -4,926 -10%
LCM
43
Landscape Capital Management
New Jersey
$348K +$191K +19,586 +121%
AG
44
Advisor Group
Arizona
$339K +$82.1K +8,404 +32%
ACM
45
Arlington Capital Management
Illinois
$332K +$54.9K +5,617 +20%
WS
46
Wedbush Securities
California
$307K -$9.13K -935 -3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$289K +$40.5K +4,146 +16%
SPC
48
Sigma Planning Corp
Michigan
$285K +$48.7K +4,989 +21%
AA
49
AQR Arbitrage
Connecticut
$284K +$15.6K +1,600 +6%
Millennium Management
50
Millennium Management
New York
$284K +$84.9K +8,694 +42%
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JRO Hedge Fund Activity: Q2 2019 in Review

89 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2019, worth a combined $109M — up 9.5% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JRO positions and 10 closed out — a net gain of 2 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.32M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $2.29M sold.

  • 89 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2019, up from 88 in Q1 2019.
  • Funds reported $109M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2019, up 9.5% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2019 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $4.32M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2019 was Kohlberg Kravis Roberts & Co, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2019.