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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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75 hedge funds and large institutions have $104M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

11% less funds holding

Funds holding: 84 → 75 (-9)

12% less capital invested

Capital invested by funds: $118M → $104M (-$13.6M)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
75
Holders Change
-9
Holders Change %
-10.71%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.18M
2
GC
Guggenheim Capital
Illinois
+$1.74M
3
IAIM
International Assets Investment Management
Florida
+$1.42M
4
Morgan Stanley
Morgan Stanley
New York
+$1.28M
5
RJA
Raymond James & Associates
Florida
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.33M
2
CIA
Capital Investment Advisors
Georgia
-$4.44M
3
SIA
Sit Investment Associates
Minnesota
-$4.25M
4
1CP
1607 Capital Partners
Virginia
-$3.69M
5
SFS
Shaker Financial Services
Virginia
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$588K +$580K +57,946 New
HKAM
27
Horizon Kinetics Asset Management
New York
$567K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$498K +$6.49K +648 +1%
VEA
29
Virtus ETF Advisers
New York
$486K +$28.6K +2,856 +6%
WS
30
Wedbush Securities
California
$452K -$15K -1,500 -3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$369K +$48.1K +4,805 +15%
PMG
32
ProVise Management Group
Florida
$360K -$28.8K -2,880 -8%
KA
33
Kovack Advisors
Florida
$346K -$23.9K -2,386 -7%
NA
34
NewEdge Advisors
Louisiana
$289K -$401K -40,100 -58%
CPC
35
Congress Park Capital
New York
$289K -$140K -14,000 -33%
Truist Financial
36
Truist Financial
North Carolina
$255K -$11.1K -1,104 -4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$233K -$1.2M -120,041 -84%
SPIA
38
Steward Partners Investment Advisory
New York
$230K +$177K +17,636 +350%
Stifel Financial
39
Stifel Financial
Missouri
$222K -$40.3K -4,028 -16%
SPC
40
Sigma Planning Corp
Michigan
$218K -$12.1K -1,207 -5%
RIG
41
Roosevelt Investment Group
New York
$217K +$214K +21,410 New
WWM
42
Western Wealth Management
Colorado
$214K +$211K +21,105 New
OC
43
Oppenheimer & Co
New York
$189K +$39.5K +3,949 +27%
BRWA
44
B. Riley Wealth Advisors
Florida
$163K +$901 +90 +0.6%
KA
45
Klingman & Associates
New York
$158K +$50.5K +5,040 +48%
AAS
46
Ameritas Advisory Services
Nebraska
$147K +$70 +7 +0%
SSWM
47
Sheets Smith Wealth Management
North Carolina
$146K – – –
JIP
48
Jaffetilchin Investment Partners
Florida
$132K +$3.66K +366 +2%
AWM
49
Apollon Wealth Management
South Carolina
$125K +$1.42K +142 +1%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$123K – – –
1
2
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JRO Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2022, worth a combined $104M — down 12% from $118M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JRO and 8 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 30 added.

The largest buyer was LPL Financial, adding an estimated $4.18M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $8.33M sold.

  • 75 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $104M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2022 and 16 closed out, a net change of -8 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2022 was LPL Financial, an estimated $4.18M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2022 was Rivernorth Capital Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q1 2022.