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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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90 hedge funds and large institutions have $116M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $109M → $116M (+$6.89M)

1% more funds holding

Funds holding: 89 → 90 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
32
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.37M
2
FFS
Founders Financial Securities
Maryland
+$2.14M
3
GI
Gradient Investments
Minnesota
+$986K
4
NCM
Next Capital Management
New York
+$931K
5
WS
Wela Strategies
Georgia
+$863K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$843K
2
6M
6 Meridian
Kansas
-$634K
3
ZA
Zazove Associates
Nevada
-$445K
4
Stifel Financial
Stifel Financial
Missouri
-$335K
5
Millennium Management
Millennium Management
New York
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.06M -$50.3K -5,226 -5%
ACP
27
Aviance Capital Partners
Florida
$1.05M +$18.1K +1,886 +2%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$992K +$128K +13,300 +15%
Wells Fargo
29
Wells Fargo
California
$983K +$83.1K +8,647 +9%
SWP
30
Stratos Wealth Partners
Ohio
$959K -$4.49K -467 -0.5%
WAM
31
Wolverine Asset Management
Illinois
$942K +$59.8K +6,223 +7%
QGA
32
Q Global Advisors
Texas
$930K – – –
WS
33
Wela Strategies
Georgia
$857K +$863K +89,787 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$826K +$6.19K +644 +0.7%
IECM
35
Intrinsic Edge Capital Management
Illinois
$811K – – –
CAN
36
Cetera Advisor Networks
California
$722K -$32.3K -3,358 -4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$618K +$21.6K +2,248 +4%
HKAM
38
Horizon Kinetics Asset Management
New York
$567K – – –
UBS Group
39
UBS Group
Switzerland
$515K -$15K -1,557 -3%
AA
40
AQR Arbitrage
Connecticut
$514K +$238K +24,715 +85%
ICM
41
Ionic Capital Management
New York
$493K -$31.2K -3,248 -6%
PMG
42
ProVise Management Group
Florida
$486K -$19.8K -2,064 -4%
ZA
43
Zazove Associates
Nevada
$441K -$445K -46,255 Closed
LCM
44
Landscape Capital Management
New Jersey
$424K +$84K +8,737 +24%
Ameriprise
45
Ameriprise
Minnesota
$373K -$50.6K -5,266 -12%
AG
46
Advisor Group
Arizona
$344K +$11.4K +1,181 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$337K +$54.8K +5,704 +19%
PAS
48
Park Avenue Securities
New York
$315K +$43.1K +4,486 +16%
WS
49
Wedbush Securities
California
$301K +$404 +42 +0.1%
ACM
50
Arlington Capital Management
Illinois
$293K -$32.7K -3,400 -10%
1
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JRO Hedge Fund Activity: Q3 2019 in Review

90 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2019, worth a combined $116M — up 6.3% from $109M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JRO positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Bank of America, cutting an estimated $843K.

  • 90 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2019, up from 89 in Q2 2019.
  • Funds reported $116M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2019 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2019 was Morgan Stanley, an estimated $2.37M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2019 was Bank of America, an estimated $843K sold.

Based on aggregated 13F filings for Q3 2019.