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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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84 hedge funds and large institutions have $108M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 90 → 84 (-6)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

19% less capital invested

Capital invested by funds: $134M → $108M (-$26.1M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
27
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$14.1M
2
LC
Lindbrook Capital
California
+$5.78M
3
UBS Group
UBS Group
Switzerland
+$2.51M
4
FFS
Founders Financial Securities
Maryland
+$1.99M
5
RA
RFG Advisory
Alabama
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.23M
2
RCM
Robinson Capital Management
Michigan
-$1.24M
3
QGA
Q Global Advisors
Texas
-$1.22M
4
Goldman Sachs
Goldman Sachs
New York
-$1.07M
5
VEA
Virtus ETF Advisers
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$796K +$56.6K +6,200 +6%
MIG
27
Mariner Investment Group
New York
$718K -$917K -100,567 -51%
WS
28
Wela Strategies
Georgia
$712K +$58.8K +6,449 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$683K +$52.6K +5,771 +7%
RJA
30
Raymond James & Associates
Florida
$678K +$8.27K +906 +1%
KA
31
Kovack Advisors
Florida
$646K -$422K -46,247 -35%
Osaic Holdings
32
Osaic Holdings
Arizona
$628K +$838K +91,911 New
6M
33
6 Meridian
Kansas
$512K +$23.4K +2,568 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$466K -$22.2K -2,433 -4%
HF
35
HRT Financial
New York
$455K +$559K +61,300 New
HKAM
36
Horizon Kinetics Asset Management
New York
$440K -$2.33K -255 -0.4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$429K +$135K +14,814 +35%
Ameriprise
38
Ameriprise
Minnesota
$422K +$73.7K +8,074 +17%
PAS
39
Park Avenue Securities
New York
$415K +$137K +15,031 +37%
SFS
40
Shaker Financial Services
Virginia
$394K -$77.6K -8,510 -14%
AA
41
AQR Arbitrage
Connecticut
$370K +$206K +22,603 +83%
ECM
42
ExodusPoint Capital Management
New York
$353K +$433K +47,496 New
PMG
43
ProVise Management Group
Florida
$348K -$11.3K -1,237 -3%
ZA
44
Zazove Associates
Nevada
$344K – – –
WS
45
Wedbush Securities
California
$207K -$13.7K -1,500 -5%
BRWA
46
B. Riley Wealth Advisors
Florida
$175K -$44.8K -4,907 -17%
MA
47
Mutual Advisors
Nebraska
$146K -$3.21K -352 -2%
TW
48
Transform Wealth
Colorado
$144K +$14.6K +1,597 +9%
CAN
49
Cetera Advisor Networks
California
$131K -$437K -47,946 -73%
AIC
50
Ameritas Investment Company
Nebraska
$118K +$46 +5 +0%
1
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JRO Hedge Fund Activity: Q1 2020 in Review

84 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2020, worth a combined $108M — down 19% from $134M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JRO and 11 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 27 added.

The largest buyer was Saba Capital Management, adding an estimated $14.1M. The largest seller was Invesco, cutting an estimated $5.23M.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2020, down from 90 in Q4 2019.
  • Funds reported $108M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2020, down 19% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2020 and 14 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2020 was Saba Capital Management, an estimated $14.1M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2020 was Invesco, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2020.