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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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92 hedge funds and large institutions have $153M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $138M → $153M (+$14.7M)

10% more funds holding

Funds holding: 84 → 92 (+8)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
22
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.57M
2
RCM
Rivernorth Capital Management
Florida
+$3.06M
3
1CP
1607 Capital Partners
Virginia
+$2.58M
4
LCM
Landscape Capital Management
New Jersey
+$2.3M
5
MIG
Mariner Investment Group
New York
+$1.42M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.39M
2
CCP
Clough Capital Partners
Massachusetts
-$787K
3
Lido Advisors
Lido Advisors
California
-$489K
4
UBS Group
UBS Group
Switzerland
-$295K
5
AA
AQR Arbitrage
Connecticut
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.06M -$193K -23,173 -16%
WS
27
Wela Strategies
Georgia
$983K -$38.9K -4,668 -4%
QC
28
Quantedge Capital
Singapore
$956K +$920K +110,420 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$937K +$13.3K +1,600 +2%
AA
30
AQR Arbitrage
Connecticut
$916K -$252K -30,274 -22%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$779K +$51.6K +6,198 +7%
PAS
32
Park Avenue Securities
New York
$768K +$51.4K +6,170 +7%
6M
33
6 Meridian
Kansas
$641K -$2.99K -359 -0.5%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$582K +$560K +67,181 New
KAS
35
Kestra Advisory Services
Texas
$513K +$393K +47,226 +395%
HKAM
36
Horizon Kinetics Asset Management
New York
$512K – – –
Stifel Financial
37
Stifel Financial
Missouri
$474K -$81.6K -9,792 -15%
Osaic Holdings
38
Osaic Holdings
Arizona
$461K -$20.8K -2,501 -4%
Ameriprise
39
Ameriprise
Minnesota
$439K +$8.57K +1,029 +2%
Millennium Management
40
Millennium Management
New York
$425K +$409K +49,029 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$418K -$58.1K -6,970 -13%
ZA
42
Zazove Associates
Nevada
$401K – – –
CRC
43
Curi RMB Capital
Illinois
$368K +$33.3K +3,994 +10%
VEA
44
Virtus ETF Advisers
New York
$317K -$44.6K -5,354 -13%
BAM
45
Belpointe Asset Management
Nevada
$258K +$42.3K +5,072 +21%
YCM
46
Yakira Capital Management
Connecticut
$249K +$240K +28,800 New
PMG
47
ProVise Management Group
Florida
$241K -$33.3K -3,993 -13%
WS
48
Wedbush Securities
California
$233K – – –
KA
49
Kovack Advisors
Florida
$229K -$210K -25,219 -49%
WAM
50
Wolverine Asset Management
Illinois
$216K +$208K +24,951 New
1
2
3 4 5

JRO Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2020, worth a combined $153M — up 11% from $138M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JRO positions and 14 closed out — a net gain of 8 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.57M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $9.39M sold.

  • 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2020, up from 84 in Q3 2020.
  • Funds reported $153M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2020, up 11% quarter-over-quarter.
  • 22 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2020 and 14 closed out, a net change of +8 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.57M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2020 was JP Morgan Chase, an estimated $9.39M sold.

Based on aggregated 13F filings for Q4 2020.