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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

74 hedge funds and large institutions have $87.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

23% more funds holding

Funds holding: 6074 (+14)

1% more capital invested

Capital invested by funds: $86.6M → $87.4M (+$796K)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$151K +$41.6K +3,682 +39%
DA
52
Doliver Advisors
Texas
$146K +$145K +12,807 New
CIC
53
Carnegie Investment Counsel
Ohio
$133K
VF
54
Virtu Financial
New York
$127K +$126K +11,159 New
HighTower Advisors
55
HighTower Advisors
Illinois
$124K +$123K +10,843 New
BW
56
Biegel & Waller
Maryland
$121K +$2.95K +261 +3%
PCM
57
Penserra Capital Management
California
$110K +$42.6K +3,767 +64%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$39K -$36.6K -3,242 -48%
SEI Investments
59
SEI Investments
Pennsylvania
$34K +$33.9K +3,000 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$30K +$30.2K +2,670 New
SIA
61
SeaBridge Investment Advisors
New Jersey
$16K
ASN
62
Advisory Services Network
Georgia
$14K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$12K
AIM
64
Anchor Investment Management
South Carolina
$11.4K
RFC
65
Regions Financial Corp
Alabama
$11K +$11.3K +1,000 New
Citigroup
66
Citigroup
New York
$10K -$15.5K -1,374 -61%
MOS
67
MGO One Seven
Ohio
$7K +$6.47K +573 New
GRP
68
Global Retirement Partners
California
$6K
JFGIW
69
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$6.04K +535 New
JIR
70
James Investment Research
Ohio
$5K
SPIA
71
Steward Partners Investment Advisory
New York
$2K +$2.26K +200 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.48K +219 New
AIM
73
Advantage Investment Management
Iowa
$1K
ICOA
74
Investment Centers of America
North Dakota
-$707K -59,932 Closed
SEIA
75
Signature Estate & Investment Advisors
California
-$599K -50,675 Closed

JRO Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2017, worth a combined $87.4M — up 0.92% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRO positions and 6 closed out — a net gain of 14 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $1.14M.

  • 74 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2017, up from 60 in Q3 2017.
  • Funds reported $87.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2017, up 0.92% quarter-over-quarter.
  • 20 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2017 and 6 closed out, a net change of +14 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $1.27M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2017 was Wells Fargo, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2017.