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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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68 hedge funds and large institutions have $96.3M invested in Nuveen Floating Rate Income Opportunty Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $98.6M → $96.3M (-$2.33M)

1% less funds holding

Funds holding: 69 → 68 (-1)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$3.41M
2
LCM
Laurion Capital Management
New York
+$2.2M
3
FFA
First Foundation Advisors
California
+$1.49M
4
Bank of America
Bank of America
North Carolina
+$1.05M
5
UBS Group
UBS Group
Switzerland
+$1.04M

Top Sellers

1
MIG
Mariner Investment Group
New York
-$3.65M
2
RCM
Rivernorth Capital Management
Florida
-$2.56M
3
YMRC
Yorktown Management & Research Company
Virginia
-$2.07M
4
LPL Financial
LPL Financial
California
-$1.07M
5
WCM
Windsor Capital Management
Arizona
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$137K – – –
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$137K +$20.4K +2,000 +18%
HCM
53
Hollencrest Capital Management
California
$118K – – –
First Trust Advisors
54
First Trust Advisors
Illinois
$118K +$118K +11,526 New
RJA
55
Raymond James & Associates
Florida
$108K -$11.8K -1,162 -10%
OIA
56
Optimum Investment Advisors
Illinois
$103K – – –
MFS
57
MSI Financial Services
Massachusetts
$83K -$69.7K -6,836 -46%
AG
58
Advisor Group
Arizona
$56K +$56.7K +5,558 New
GWM
59
Geneos Wealth Management
Colorado
$41K +$30.6K +3,000 +300%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$33K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
SIA
62
SeaBridge Investment Advisors
New Jersey
$17K +$2.65K +260 +18%
WP
63
WealthPLAN Partners
Nebraska
$16.4K +$16.3K +1,595 New
NFG
64
Next Financial Group
Texas
$16K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$11K – – –
WA
66
WFG Advisors
Texas
$9K +$9.18K +900 New
Creative Planning
67
Creative Planning
Kansas
$7K -$8.37K -821 -54%
PCM
68
Penserra Capital Management
California
$4K – – –
MIG
69
Mariner Investment Group
New York
– -$3.65M -369,561 Closed
PPA
70
Parametric Portfolio Associates
Washington
– -$941K -95,159 Closed
BA
71
BlackRock Advisors
Delaware
– -$905K -91,512 Closed
LCM
72
Landscape Capital Management
New Jersey
– -$834K -84,339 Closed
SG Americas Securities
73
SG Americas Securities
New York
– -$387K -39,152 Closed
TAM
74
Trust Asset Management
Texas
– -$270K -27,303 Closed
SGAM
75
Steinberg Global Asset Management
Florida
– -$115K -11,664 Closed
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JRO Hedge Fund Activity: Q2 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2016, worth a combined $96.3M — down 2.4% from $98.6M a quarter earlier.

Fund positioning in JRO was balanced in Q2 2016: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 24 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $3.41M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $3.65M sold.

  • 68 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2016, down from 69 in Q1 2016.
  • Funds reported $96.3M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2016, down 2.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2016 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2016 was Capital Investment Advisors, an estimated $3.41M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2016 was Mariner Investment Group, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2016.