We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

JRO was delisted on the 28th of July, 2023.

76 hedge funds and large institutions have $86.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $86.7M → $86.4M (-$326K)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

5% less funds holding

Funds holding: 8076 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$467K +$119 +14 +0%
CPC
27
Congress Park Capital
New York
$463K +$233K +27,500 +92%
SFS
28
Shaker Financial Services
Virginia
$452K -$63.3K -7,460 -12%
HKAM
29
Horizon Kinetics Asset Management
New York
$450K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$449K +$14.4K +1,700 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$441K +$16K +1,881 +4%
MIG
32
Mariner Investment Group
New York
$419K
LCM
33
Landscape Capital Management
New Jersey
$382K -$138K -16,235 -26%
VEA
34
Virtus ETF Advisers
New York
$360K -$113K -13,309 -23%
WS
35
Wedbush Securities
California
$343K -$38.6K -4,550 -10%
Walleye Capital
36
Walleye Capital
New York
$255K -$221K -26,006 -45%
PMG
37
ProVise Management Group
Florida
$220K -$7.63K -900 -3%
NA
38
NewEdge Advisors
Louisiana
$213K -$8.48K -1,000 -4%
KA
39
Kovack Advisors
Florida
$187K +$51 +6 +0%
SPC
40
Sigma Planning Corp
Michigan
$187K +$8.48K +1,000 +4%
OC
41
Oppenheimer & Co
New York
$179K +$29.3K +3,459 +18%
KA
42
Klingman & Associates
New York
$170K +$3.93K +463 +2%
WWM
43
Western Wealth Management
Colorado
$167K +$204 +24 +0.1%
IWC
44
Integrated Wealth Concepts
Massachusetts
$164K +$8.52K +1,004 +5%
SPIA
45
Steward Partners Investment Advisory
New York
$161K -$35K -4,130 -17%
BRWA
46
B. Riley Wealth Advisors
Florida
$130K +$153 +18 +0.1%
LP
47
Lloyd Park
Illinois
$125K -$87.6K -10,332 -40%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$119K +$22.1K +2,600 +21%
AAS
49
Ameritas Advisory Services
Nebraska
$117K +$102 +12 +0.1%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$116K

JRO Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2022, worth a combined $86.4M — down 0.38% from $86.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRO and 5 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 27 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $1.81M. The largest seller was Eaton Vance Management, cutting an estimated $2.28M.

  • 76 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $86.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2022, down 0.38% quarter-over-quarter.
  • 5 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2022 was City of London Investment Management, an estimated $1.81M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2022 was Eaton Vance Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2022.