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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

89 hedge funds and large institutions have $85.2M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

17% more funds holding

Funds holding: 7689 (+13)

1% less capital invested

Capital invested by funds: $86.4M → $85.2M (-$1.16M)

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
32
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$507K -$43.7K -5,420 -8%
Wells Fargo
27
Wells Fargo
California
$505K -$387K -47,973 -43%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$471K +$37.5K +4,659 +8%
NCM
29
Next Capital Management
New York
$467K +$482K +59,807 New
GIA
30
Gladstone Institutional Advisory
Florida
$453K +$185 +23 +0%
HKAM
31
Horizon Kinetics Asset Management
New York
$445K +$8.98K +1,115 +2%
SFS
32
Shaker Financial Services
Virginia
$427K -$11.4K -1,410 -3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$418K -$9.98K -1,239 -2%
WS
34
Wedbush Securities
California
$333K
VEA
35
Virtus ETF Advisers
New York
$313K -$37.3K -4,634 -10%
LCM
36
Landscape Capital Management
New Jersey
$295K -$76.8K -9,536 -20%
AIP
37
Ahrens Investment Partners
Louisiana
$289K +$298K +37,000 New
FFP
38
FourThought Financial Partners
Florida
$288K +$297K +36,862 New
AA
39
AQR Arbitrage
Connecticut
$276K +$285K +35,345 New
SPC
40
Sigma Planning Corp
Michigan
$261K +$82.4K +10,220 +44%
KA
41
Kovack Advisors
Florida
$255K +$75.8K +9,411 +41%
AAS
42
Ameritas Advisory Services
Nebraska
$228K +$118K +14,604 +100%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$225K +$151K +18,697 +186%
RCM
44
Rivernorth Capital Management
Florida
$225K +$232K +28,766 New
FFA
45
Farther Finance Advisors
California
$220K +$227K +28,154 New
PMG
46
ProVise Management Group
Florida
$192K -$22K -2,725 -10%
NA
47
NewEdge Advisors
Louisiana
$190K -$16.9K -2,100 -8%
OC
48
Oppenheimer & Co
New York
$187K +$14.3K +1,773 +8%
KA
49
Klingman & Associates
New York
$170K +$6K +744 +4%
IWC
50
Integrated Wealth Concepts
Massachusetts
$159K -$16 -2 -0%

JRO Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2022, worth a combined $85.2M — down 1.3% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRO positions and 3 closed out — a net gain of 17 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $2.03M. The largest seller was Bank of America, cutting an estimated $3.3M.

  • 89 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $85.2M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2022, down 1.3% quarter-over-quarter.
  • 20 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2022 and 3 closed out, a net change of +17 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2022 was Logan Stone Capital, an estimated $2.03M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2022 was Bank of America, an estimated $3.3M sold.

Based on aggregated 13F filings for Q4 2022.