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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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80 hedge funds and large institutions have $123M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $108M → $123M (+$15.4M)

5% less funds holding

Funds holding: 84 → 80 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.46M
2
Bank of America
Bank of America
North Carolina
+$6.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$357K
4
SFS
Shaker Financial Services
Virginia
+$354K
5
AA
AQR Arbitrage
Connecticut
+$354K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46M
2
VEA
Virtus ETF Advisers
New York
-$1.68M
3
FFS
Founders Financial Securities
Maryland
-$1.07M
4
UBS Group
UBS Group
Switzerland
-$715K
5
RCM
Rivernorth Capital Management
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$778K +$354K +46,098 +87%
MIG
27
Mariner Investment Group
New York
$759K – – –
AA
28
AQR Arbitrage
Connecticut
$752K +$354K +46,067 +93%
RJA
29
Raymond James & Associates
Florida
$681K -$34.2K -4,446 -5%
FFS
30
Founders Financial Securities
Maryland
$629K -$1.07M -139,595 -64%
KA
31
Kovack Advisors
Florida
$612K -$69.1K -8,989 -10%
6M
32
6 Meridian
Kansas
$606K +$64.3K +8,370 +12%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$565K +$110K +14,341 +25%
Stifel Financial
34
Stifel Financial
Missouri
$560K -$312K -40,581 -36%
PAS
35
Park Avenue Securities
New York
$555K +$115K +14,925 +27%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$475K -$16.6K -2,164 -3%
HKAM
37
Horizon Kinetics Asset Management
New York
$464K – – –
Ameriprise
38
Ameriprise
Minnesota
$451K +$2.48K +323 +0.6%
Osaic Holdings
39
Osaic Holdings
Arizona
$433K -$283K -36,784 -40%
VEA
40
Virtus ETF Advisers
New York
$432K -$1.68M -218,651 -80%
ZA
41
Zazove Associates
Nevada
$363K – – –
PMG
42
ProVise Management Group
Florida
$329K -$37.4K -4,861 -10%
LCM
43
Landscape Capital Management
New Jersey
$244K +$239K +31,035 New
WS
44
Wedbush Securities
California
$211K -$7.68K -1,000 -4%
BAM
45
Belpointe Asset Management
Nevada
$184K +$180K +23,400 New
BRWA
46
B. Riley Wealth Advisors
Florida
$155K -$29.6K -3,848 -16%
TW
47
Transform Wealth
Colorado
$152K – – –
MM
48
Main Management
California
$141K +$138K +18,000 New
CAN
49
Cetera Advisor Networks
California
$137K -$2.04K -266 -2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$131K +$15.5K +2,012 +14%
1
2
3 4

JRO Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2020, worth a combined $123M — up 14% from $108M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 9 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Saba Capital Management, adding an estimated $8.46M. The largest seller was Morgan Stanley, cutting an estimated $2.46M.

  • 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2020, down from 84 in Q1 2020.
  • Funds reported $123M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2020, up 14% quarter-over-quarter.
  • 9 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2020 and 13 closed out, a net change of -4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2020 was Saba Capital Management, an estimated $8.46M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2020 was Morgan Stanley, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2020.