We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

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

Back to rankings

63 hedge funds and large institutions have $83.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more funds holding

Funds holding: 60 → 63 (+3)

6% less capital invested

Capital invested by funds: $89.3M → $83.7M (-$5.66M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
Zuckerman Investment Group
Illinois
+$4.68M
2
MIG
Mariner Investment Group
New York
+$2.45M
3
RCM
Rivernorth Capital Management
Florida
+$2.36M
4
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.22M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$715K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2M
2
TFCM
Taylor Frigon Capital Management
Arizona
-$1.55M
3
Invesco
Invesco
Georgia
-$1.01M
4
AAM
Advisors Asset Management
Colorado
-$922K
5
DA
Doliver Advisors
Texas
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
51
Smith Hayes Advisers
Nebraska
$108K – – –
M&T Bank
52
M&T Bank
New York
$107K – – –
VC
53
Vicus Capital
Pennsylvania
$101K -$18.8K -1,785 -15%
OIA
54
Optimum Investment Advisors
Illinois
$100K +$105K +10,000 New
SIA
55
SeaBridge Investment Advisors
New Jersey
$89K – – –
DADC
56
D.A. Davidson & Co
Montana
$49K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$32K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
Citigroup
59
Citigroup
New York
$26K +$27.1K +2,569 New
AIG
60
American International Group
New York
$17K – – –
NFG
61
Next Financial Group
Texas
$15K – – –
Creative Planning
62
Creative Planning
Kansas
$11K +$11.8K +1,121 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$10K – – –
US Bancorp
64
US Bancorp
Minnesota
$1K – – –
TFCM
65
Taylor Frigon Capital Management
Arizona
– -$1.55M -142,786 Closed
DA
66
Doliver Advisors
Texas
– -$510K -47,288 Closed
CI
67
CAZ Investments
Texas
– -$291K -26,997 Closed
CIA
68
Capital Investment Advisors
Georgia
– -$113K -10,490 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$86K -8,000 Closed
1 2
3

JRO Hedge Fund Activity: Q3 2015 in Review

63 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2015, worth a combined $83.7M — down 6.3% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRO positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Zuckerman Investment Group, opening a new position worth an estimated $4.68M. The largest seller was Morgan Stanley, cutting an estimated $2M.

  • 63 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2015, up from 60 in Q2 2015.
  • Funds reported $83.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2015, down 6.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2015 was Zuckerman Investment Group, an estimated $4.68M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2015 was Morgan Stanley, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2015.