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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 $86.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

7% more funds holding

Funds holding: 75 → 80 (+5)

17% less capital invested

Capital invested by funds: $104M → $86.7M (-$17.4M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
Oaktree Capital Management
California
+$5.75M
2
EVM
Eaton Vance Management
Massachusetts
+$2.42M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.2M
4
LCM
Landscape Capital Management
New Jersey
+$571K
5
SFS
Shaker Financial Services
Virginia
+$571K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.85M
2
NCM
Next Capital Management
New York
-$2.43M
3
Morgan Stanley
Morgan Stanley
New York
-$1.38M
4
DAS
Dynamic Advisor Solutions
Arizona
-$820K
5
IAIM
International Assets Investment Management
Florida
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$474K +$108 +12 +0%
VEA
27
Virtus ETF Advisers
New York
$474K +$90.7K +10,105 +21%
Walleye Capital
28
Walleye Capital
New York
$471K +$518K +57,688 New
HKAM
29
Horizon Kinetics Asset Management
New York
$456K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$441K +$158K +17,569 +48%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$432K +$34.2K +3,804 +8%
MIG
32
Mariner Investment Group
New York
$425K +$467K +52,000 New
WS
33
Wedbush Securities
California
$385K +$22.9K +2,550 +6%
WAM
34
Wolverine Asset Management
Illinois
$334K +$367K +40,924 New
CPC
35
Congress Park Capital
New York
$245K +$13.5K +1,500 +5%
PMG
36
ProVise Management Group
Florida
$230K -$65.6K -7,300 -21%
NA
37
NewEdge Advisors
Louisiana
$224K -$9.88K -1,100 -4%
LP
38
Lloyd Park
Illinois
$212K +$231K +25,761 New
SPIA
39
Steward Partners Investment Advisory
New York
$197K +$13.1K +1,454 +6%
KA
40
Kovack Advisors
Florida
$189K -$98.9K -11,015 -32%
Truist Financial
41
Truist Financial
North Carolina
$188K -$19K -2,112 -8%
SPC
42
Sigma Planning Corp
Michigan
$182K +$6.52K +726 +3%
RIG
43
Roosevelt Investment Group
New York
$175K – – –
WWM
44
Western Wealth Management
Colorado
$175K +$233 +26 +0.1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$171K -$18.4K -2,048 -9%
KA
46
Klingman & Associates
New York
$168K +$45.5K +5,071 +33%
IWC
47
Integrated Wealth Concepts
Massachusetts
$158K +$174K +19,381 New
OC
48
Oppenheimer & Co
New York
$153K +$700 +78 +0.4%
BRWA
49
B. Riley Wealth Advisors
Florida
$132K +$198 +22 +0.1%
AAS
50
Ameritas Advisory Services
Nebraska
$119K +$90 +10 +0.1%
1
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JRO Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2022, worth a combined $86.7M — down 17% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $5.75M. The largest seller was Bank of America, cutting an estimated $4.85M.

  • 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $86.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2022 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2022 was Oaktree Capital Management, an estimated $5.75M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2022 was Bank of America, an estimated $4.85M sold.

Based on aggregated 13F filings for Q2 2022.