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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

67 hedge funds and large institutions have $81.5M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 6667 (+1)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

2% less capital invested

Capital invested by funds: $83M → $81.5M (-$1.55M)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$117K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$75K -$5.21K -442 -6%
AG
53
Advisor Group
Arizona
$67K +$34.5K +2,931 +106%
WA
54
WFG Advisors
Texas
$61K
GRP
55
Global Retirement Partners
California
$18K
SIA
56
SeaBridge Investment Advisors
New Jersey
$16K
ASN
57
Advisory Services Network
Georgia
$14K +$11.8K +1,000 +526%
WAM
58
Wolverine Asset Management
Illinois
$13K +$13.9K +1,178 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$12K
AIM
60
Anchor Investment Management
South Carolina
$11.7K
SEI Investments
61
SEI Investments
Pennsylvania
$11K +$10.6K +900 New
US Bancorp
62
US Bancorp
Minnesota
$9K +$8.84K +750 New
VWA
63
V Wealth Advisors
Kansas
$9K +$9.43K +800 New
Citigroup
64
Citigroup
New York
$8K
PCM
65
Penserra Capital Management
California
$6K +$637 +54 +10%
Creative Planning
66
Creative Planning
Kansas
$3K
AIM
67
Advantage Investment Management
Iowa
$1K
KC
68
Kellner Capital
New York
-$983K -83,666 Closed
CBA
69
Coastal Bridge Advisors
Connecticut
-$796K -67,780 Closed
OA
70
Oxbow Advisors
Texas
-$379K -32,276 Closed
IAA
71
Independent Advisor Alliance
North Carolina
-$151K -12,877 Closed
TW
72
Transform Wealth
Colorado
-$147K -12,519 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$31K -2,625 Closed

JRO Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2017, worth a combined $81.5M — down 1.9% from $83M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRO positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $3.17M. The largest seller was LPL Financial, cutting an estimated $1.18M.

  • 67 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2017, up from 66 in Q1 2017.
  • Funds reported $81.5M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2017, down 1.9% quarter-over-quarter.
  • 7 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2017 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2017 was Eaton Vance Management, an estimated $3.17M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2017 was LPL Financial, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2017.