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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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63 hedge funds and large institutions have $86.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 58 → 63 (+5)

8% more capital invested

Capital invested by funds: $79.8M → $86.6M (+$6.77M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
15
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$4.75M
2
RVP
Relative Value Partners
Illinois
+$2.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.3M
4
TAM
Trust Asset Management
Texas
+$1.3M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.12M
2
DA
Doliver Advisors
Texas
-$659K
3
LPL Financial
LPL Financial
California
-$337K
4
GC
Guggenheim Capital
Illinois
-$301K
5
WS
Wedbush Securities
California
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$113K – – –
Cohen & Steers
52
Cohen & Steers
New York
$109K – – –
NPC
53
National Planning Corporation
California
$108K -$85.9K -7,650 -44%
SIA
54
SeaBridge Investment Advisors
New Jersey
$100K – – –
NES
55
New England Securities
New York
$56K -$2.02K -180 -3%
DADC
56
D.A. Davidson & Co
Montana
$56K – – –
Creative Planning
57
Creative Planning
Kansas
$47K +$5.76K +513 +14%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$30K +$29.5K +2,625 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$22K – – –
AIG
60
American International Group
New York
$19.2K – – –
NFG
61
Next Financial Group
Texas
$18K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$12K – – –
EWM
63
Edge Wealth Management
New York
$5K +$4.83K +430 New
Citigroup
64
Citigroup
New York
$1K -$61K -5,432 -98%
WS
65
Wedbush Securities
California
– -$290K -25,500 Closed
SC
66
Selz Capital
New York
– -$285K -25,000 Closed
VKH
67
Virtu KCG Holdings
New York
– -$142K -12,499 Closed
FAAS
68
First Allied Advisory Services
California
– -$123K -11,287 Closed
TWA
69
TCI Wealth Advisors
Arizona
– -$80K -7,000 Closed
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
– -$40K -3,500 Closed
BRWM
71
B. Riley Wealth Management
Tennessee
– -$8.43K -751 Closed
1 2
3

JRO Hedge Fund Activity: Q4 2014 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2014, worth a combined $86.6M — up 8.5% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.75M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.12M.

  • 63 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $86.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2014 and 7 closed out, a net change of +6 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2014 was JP Morgan Chase, an estimated $4.75M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2014.