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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 $138M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $123M → $138M (+$15M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$12.6M
2
BI
Bulldog Investors
New Jersey
+$1.64M
3
SIA
Sit Investment Associates
Minnesota
+$1.01M
4
CCP
Clough Capital Partners
Massachusetts
+$776K
5
Bank of America
Bank of America
North Carolina
+$775K

Top Sellers

1
MC
Matisse Capital
Oregon
-$3.28M
2
RCM
Rivernorth Capital Management
Florida
-$1.15M
3
SFS
Shaker Financial Services
Virginia
-$778K
4
Cohen & Steers
Cohen & Steers
New York
-$775K
5
FFS
Founders Financial Securities
Maryland
-$431K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$876K -$36.4K -4,500 -4%
MIG
27
Mariner Investment Group
New York
$793K – – –
CCP
28
Clough Capital Partners
Massachusetts
$787K +$776K +96,000 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$687K +$94.8K +11,732 +16%
RJA
30
Raymond James & Associates
Florida
$678K -$32.9K -4,070 -5%
PAS
31
Park Avenue Securities
New York
$676K +$95K +11,757 +17%
6M
32
6 Meridian
Kansas
$610K -$23.1K -2,855 -4%
Stifel Financial
33
Stifel Financial
Missouri
$529K -$54.8K -6,785 -10%
Lido Advisors
34
Lido Advisors
California
$489K +$479K +59,286 New
HKAM
35
Horizon Kinetics Asset Management
New York
$485K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$457K +$5.07K +628 +1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$453K -$42.6K -5,275 -9%
KA
38
Kovack Advisors
Florida
$424K -$212K -26,291 -34%
Ameriprise
39
Ameriprise
Minnesota
$407K -$60.4K -7,479 -13%
ZA
40
Zazove Associates
Nevada
$379K – – –
VEA
41
Virtus ETF Advisers
New York
$344K -$106K -13,103 -24%
CRC
42
Curi RMB Capital
Illinois
$316K +$311K +38,543 New
PMG
43
ProVise Management Group
Florida
$261K -$81.8K -10,121 -24%
GWSG
44
GPS Wealth Strategies Group
Colorado
$240K +$236K +29,265 New
WS
45
Wedbush Securities
California
$221K – – –
FFS
46
Founders Financial Securities
Maryland
$209K -$431K -53,410 -68%
BAM
47
Belpointe Asset Management
Nevada
$202K +$10.1K +1,250 +5%
BRWA
48
B. Riley Wealth Advisors
Florida
$162K -$40 -5 -0%
MM
49
Main Management
California
$148K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$146K +$9.58K +1,186 +7%
1
2
3 4

JRO Hedge Fund Activity: Q3 2020 in Review

84 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2020, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRO positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.6M. The largest seller was Matisse Capital, exiting entirely with an estimated $3.28M sold.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $138M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2020 was Saba Capital Management, an estimated $12.6M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2020 was Matisse Capital, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2020.