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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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96 hedge funds and large institutions have $92.8M invested in Nuveen Floating Rate Income Opportunty Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1% more funds holding

Funds holding: 95 → 96 (+1)

1% more capital invested

Capital invested by funds: $91.5M → $92.8M (+$1.27M)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
+$1.3M
2
WAM
Wolverine Asset Management
Illinois
+$1.1M
3
LSC
Logan Stone Capital
Illinois
+$1.01M
4
Morgan Stanley
Morgan Stanley
New York
+$886K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$783K

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.54M
2
LPL Financial
LPL Financial
California
-$1.7M
3
GC
Guggenheim Capital
Illinois
-$1.13M
4
AAM
Advisors Asset Management
Colorado
-$820K
5
Invesco
Invesco
Georgia
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$989K +$460K +59,177 +88%
SCM
27
Saba Capital Management
New York
$925K +$740K +95,183 +407%
CPC
28
Congress Park Capital
New York
$780K +$117K +15,000 +18%
LCM
29
Landscape Capital Management
New Jersey
$769K +$534K +68,639 +229%
LPL Financial
30
LPL Financial
California
$741K -$1.7M -218,165 -70%
CIA
31
Capital Investment Advisors
Georgia
$728K -$15.8K -2,034 -2%
1CP
32
1607 Capital Partners
Virginia
$700K – – –
SFS
33
Shaker Financial Services
Virginia
$656K +$21K +2,704 +3%
AGM
34
Alpine Global Management
New York
$653K +$651K +83,780 New
AC
35
Almitas Capital
California
$596K +$188K +24,148 +47%
Cerity Partners
36
Cerity Partners
New York
$491K +$373K +48,000 +320%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$483K -$24.9K -3,205 -5%
HighTower Advisors
38
HighTower Advisors
Illinois
$472K +$467K +60,112 New
NCM
39
Next Capital Management
New York
$466K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$449K +$7.84K +1,009 +2%
GIA
41
Gladstone Institutional Advisory
Florida
$447K – – –
HKAM
42
Horizon Kinetics Asset Management
New York
$442K -$2.42K -311 -0.5%
VEA
43
Virtus ETF Advisers
New York
$311K -$9.94K -1,278 -3%
FFA
44
Farther Finance Advisors
California
$303K -$24K -3,084 -7%
WS
45
Wedbush Securities
California
$295K -$42K -5,400 -13%
SPC
46
Sigma Planning Corp
Michigan
$272K +$3.96K +509 +1%
DADC
47
D.A. Davidson & Co
Montana
$270K -$159K -20,508 -37%
OC
48
Oppenheimer & Co
New York
$248K +$39.2K +5,039 +19%
FFWM
49
Future Financial Wealth Management
Ohio
$238K – – –
KA
50
Kovack Advisors
Florida
$224K -$10K -1,291 -4%
1
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JRO Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2023, worth a combined $92.8M — up 1.4% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRO positions and 8 closed out — a net gain of 3 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was AQR Arbitrage, adding an estimated $1.3M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $2.54M sold.

  • 96 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2023, up from 95 in Q1 2023.
  • Funds reported $92.8M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2023 was AQR Arbitrage, an estimated $1.3M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2023.