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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 $134M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $116M → $134M (+$18.1M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding

Funds holding: 90 → 90 (0)

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
29
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$7.57M
2
Morgan Stanley
Morgan Stanley
New York
+$4.58M
3
MC
Matisse Capital
Oregon
+$4.19M
4
SCM
Saba Capital Management
New York
+$1.28M
5
JG
Jefferies Group
New York
+$942K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.54M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.09M
3
FFS
Founders Financial Securities
Maryland
-$2.12M
4
CRC
Curi RMB Capital
Illinois
-$1.71M
5
WAM
Wolverine Asset Management
Illinois
-$942K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.24M +$135K +14,178 +13%
QGA
27
Q Global Advisors
Texas
$1.22M +$237K +24,784 +25%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$1.01M -$28.6K -3,000 -3%
JG
29
Jefferies Group
New York
$985K +$942K +98,612 New
RJA
30
Raymond James & Associates
Florida
$902K -$770K -80,658 -47%
WS
31
Wela Strategies
Georgia
$893K -$3.48K -365 -0.4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$861K -$3.54M -370,336 -81%
IECM
33
Intrinsic Edge Capital Management
Illinois
$849K – – –
UBS Group
34
UBS Group
Switzerland
$758K +$209K +21,847 +40%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$717K -$143K -14,990 -17%
6M
36
6 Meridian
Kansas
$662K +$633K +66,283 New
CAN
37
Cetera Advisor Networks
California
$653K -$92.9K -9,731 -13%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$650K +$3.13K +328 +0.5%
SFS
39
Shaker Financial Services
Virginia
$615K -$469K -49,075 -44%
HKAM
40
Horizon Kinetics Asset Management
New York
$594K – – –
ICM
41
Ionic Capital Management
New York
$516K – – –
Ameriprise
42
Ameriprise
Minnesota
$487K +$91.6K +9,589 +24%
PMG
43
ProVise Management Group
Florida
$480K -$27.9K -2,919 -6%
ZA
44
Zazove Associates
Nevada
$462K +$442K +46,255 New
ACM
45
Arlington Capital Management
Illinois
$450K +$137K +14,301 +47%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$428K +$71.9K +7,529 +21%
PAS
47
Park Avenue Securities
New York
$407K +$73.8K +7,734 +23%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$387K +$82.1K +8,595 +28%
AG
49
Advisor Group
Arizona
$312K -$47.1K -4,936 -14%
WS
50
Wedbush Securities
California
$294K -$20.5K -2,145 -7%
1
2
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JRO Hedge Fund Activity: Q4 2019 in Review

90 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2019, worth a combined $134M — up 16% from $116M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.57M. The largest seller was Royal Bank of Canada, cutting an estimated $3.54M.

  • 90 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $134M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2019 and 11 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2019 was Gradient Investments, an estimated $7.57M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $3.54M sold.

Based on aggregated 13F filings for Q4 2019.