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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

62 hedge funds and large institutions have $97.9M invested in Nuveen Floating Rate Income Opportunty Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $92.5M → $97.9M (+$5.4M)

3% more funds holding

Funds holding: 6062 (+2)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$122K
MFS
52
MSI Financial Services
Massachusetts
$78K -$4.54K -394 -6%
WA
53
WFG Advisors
Texas
$63K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$51K +$4.83K +420 +11%
ECM
55
Elgethun Capital Management
South Dakota
$49K +$46K +4,000 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$43K +$40.7K +3,535 New
NFG
57
Next Financial Group
Texas
$22K
GRP
58
Global Retirement Partners
California
$18K +$17.3K +1,500 New
SIA
59
SeaBridge Investment Advisors
New Jersey
$17K -$2.99K -260 -16%
Creative Planning
60
Creative Planning
Kansas
$14K +$13.1K +1,142 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$13K
AIM
62
Anchor Investment Management
South Carolina
$12.2K +$11.5K +1,000 New
PCM
63
Penserra Capital Management
California
$7K +$783 +68 +13%
YMRC
64
Yorktown Management & Research Company
Virginia
-$2.59M -233,915 Closed
PCP
65
Proficio Capital Partners
Massachusetts
-$1.27M -114,570 Closed
RCM
66
Robinson Capital Management
Michigan
-$793K -71,706 Closed
OC
67
Oppenheimer & Co
New York
-$206K -18,685 Closed
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
-$187K -16,887 Closed
FIMG
69
Financial & Investment Management Group
Michigan
-$169K -15,275 Closed
First Trust Advisors
70
First Trust Advisors
Illinois
-$148K -13,386 Closed

JRO Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2016, worth a combined $97.9M — up 5.8% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRO positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.92M. The largest seller was Capital Investment Advisors, cutting an estimated $2.96M.

  • 62 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2016, up from 60 in Q3 2016.
  • Funds reported $97.9M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2016, up 5.8% quarter-over-quarter.
  • 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2016 and 7 closed out, a net change of +3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $5.92M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2016 was Capital Investment Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2016.