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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 $118M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% less funds holding

Funds holding: 86 → 84 (-2)

15% less capital invested

Capital invested by funds: $138M → $118M (-$20.5M)

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.12M
2
NA
NewEdge Advisors
Louisiana
+$688K
3
Bank of America
Bank of America
North Carolina
+$579K
4
GC
Guggenheim Capital
Illinois
+$320K
5
Ameriprise
Ameriprise
Minnesota
+$271K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$16.6M
2
RCM
Rivernorth Capital Management
Florida
-$3.63M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.82M
4
PHS
Pekin Hardy Strauss
Illinois
-$668K
5
6M
6 Meridian
Kansas
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
26
FourThought Financial
Florida
$861K +$135K +13,442 +19%
DAS
27
Dynamic Advisor Solutions
Arizona
$782K +$84.5K +8,424 +12%
Cohen & Steers
28
Cohen & Steers
New York
$776K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$746K +$249K +24,849 +51%
NA
30
NewEdge Advisors
Louisiana
$695K +$688K +68,600 New
DADC
31
D.A. Davidson & Co
Montana
$645K +$86.2K +8,597 +16%
HKAM
32
Horizon Kinetics Asset Management
New York
$566K -$11.2K -1,115 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$490K +$66.3K +6,617 +16%
WS
34
Wedbush Securities
California
$467K +$55.1K +5,500 +14%
VEA
35
Virtus ETF Advisers
New York
$456K -$58.5K -5,837 -11%
CPC
36
Congress Park Capital
New York
$431K – – –
PMG
37
ProVise Management Group
Florida
$389K -$9.02K -900 -2%
KA
38
Kovack Advisors
Florida
$371K -$40.7K -4,059 -10%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$363K -$81.4K -8,116 -18%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$320K +$51.8K +5,166 +20%
Truist Financial
41
Truist Financial
North Carolina
$266K -$90.5K -9,025 -26%
Stifel Financial
42
Stifel Financial
Missouri
$262K -$172K -17,149 -40%
SPC
43
Sigma Planning Corp
Michigan
$230K +$1.31K +131 +0.6%
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$209K +$9.61K +958 +5%
Millennium Management
45
Millennium Management
New York
$176K +$174K +17,392 New
BRWA
46
B. Riley Wealth Advisors
Florida
$162K -$922 -92 -0.6%
JIP
47
Jaffetilchin Investment Partners
Florida
$157K +$3.51K +350 +2%
AC
48
Aristides Capital
Kentucky
$154K +$152K +15,178 New
OC
49
Oppenheimer & Co
New York
$149K +$4.66K +465 +3%
AAS
50
Ameritas Advisory Services
Nebraska
$147K +$146K +14,535 New
1
2
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JRO Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2021, worth a combined $118M — down 15% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRO positions and 9 closed out — a net gain of 2 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.12M. The largest seller was Saba Capital Management, exiting entirely with an estimated $16.6M sold.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2021, down from 86 in Q3 2021.
  • Funds reported $118M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2021, down 15% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2021 was LPL Financial, an estimated $1.12M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2021 was Saba Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.