Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
60 hedge funds and large institutions have $86.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
6% more capital invested
Capital invested by funds: $81.5M → $86.6M (+$5.14M)
10% less funds holding
Funds holding: 67 → 60 (-7)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.28M |
| 2 |
Morgan Stanley
New York
|
+$1.09M |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$805K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$370K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$660K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$544K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
-$270K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$240K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$134K |
JRO Hedge Fund Activity: Q3 2017 in Review
60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2017, worth a combined $86.6M — up 6.3% from $81.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JRO and 4 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Bank of America, adding an estimated $2.28M. The largest seller was Doliver Advisors, exiting entirely with an estimated $660K sold.
- 60 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2017, down from 67 in Q2 2017.
- Funds reported $86.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2017, up 6.3% quarter-over-quarter.
- 4 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2017 and 10 closed out, a net change of -6 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2017 was Bank of America, an estimated $2.28M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2017 was Doliver Advisors, an estimated $660K sold.
Based on aggregated 13F filings for Q3 2017.