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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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95 hedge funds and large institutions have $91.5M invested in Nuveen Floating Rate Income Opportunty Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $85.2M → $91.5M (+$6.27M)

7% more funds holding

Funds holding: 89 → 95 (+6)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
34
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.61M
2
MWM
Mission Wealth Management
California
+$1.11M
3
PAS
Park Avenue Securities
New York
+$1.06M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$909K
5
COLIM
City of London Investment Management
United Kingdom
+$745K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.49M
2
RJA
Raymond James & Associates
Florida
-$923K
3
1CP
1607 Capital Partners
Virginia
-$535K
4
LSC
Logan Stone Capital
Illinois
-$425K
5
SIA
Sit Investment Associates
Minnesota
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$765K -$22.2K -2,693 -3%
1CP
27
1607 Capital Partners
Virginia
$720K -$535K -65,000 -42%
CPC
28
Congress Park Capital
New York
$682K +$82.3K +10,000 +13%
SFS
29
Shaker Financial Services
Virginia
$652K +$213K +25,936 +47%
Wells Fargo
30
Wells Fargo
California
$542K +$24.5K +2,972 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$523K +$39.7K +4,824 +8%
NCM
32
Next Capital Management
New York
$480K – – –
GIA
33
Gladstone Institutional Advisory
Florida
$460K -$5.55K -675 -1%
HKAM
34
Horizon Kinetics Asset Management
New York
$457K – – –
AA
35
AQR Arbitrage
Connecticut
$455K +$176K +21,393 +61%
DADC
36
D.A. Davidson & Co
Montana
$442K -$81.3K -9,886 -15%
AC
37
Almitas Capital
California
$413K +$424K +51,500 New
WAM
38
Wolverine Asset Management
Illinois
$413K -$202K -24,504 -32%
WS
39
Wedbush Securities
California
$346K +$4.94K +600 +1%
FFA
40
Farther Finance Advisors
California
$336K +$113K +13,750 +49%
VEA
41
Virtus ETF Advisers
New York
$330K +$8.73K +1,061 +3%
SPC
42
Sigma Planning Corp
Michigan
$276K +$7.87K +956 +3%
FFWM
43
Future Financial Wealth Management
Ohio
$248K +$251K +30,487 New
KA
44
Kovack Advisors
Florida
$241K -$21.4K -2,595 -8%
FFP
45
FourThought Financial Partners
Florida
$240K -$56.6K -6,877 -19%
LCM
46
Landscape Capital Management
New Jersey
$240K -$64.8K -7,876 -21%
SPIA
47
Steward Partners Investment Advisory
New York
$218K +$60K +7,292 +37%
OC
48
Oppenheimer & Co
New York
$215K +$23.1K +2,811 +12%
AIP
49
Ahrens Investment Partners
Louisiana
$208K -$91.3K -11,100 -30%
NA
50
NewEdge Advisors
Louisiana
$191K +$4.11K +500 +2%
1
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JRO Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2023, worth a combined $91.5M — up 7.4% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRO positions and 10 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $2.61M. The largest seller was LPL Financial, cutting an estimated $1.49M.

  • 95 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2023, up from 89 in Q4 2022.
  • Funds reported $91.5M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2023, up 7.4% quarter-over-quarter.
  • 17 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2023 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $2.61M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2023 was LPL Financial, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2023.