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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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83 hedge funds and large institutions have $98.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

12% more funds holding

Funds holding: 74 → 83 (+9)

11% more capital invested

Capital invested by funds: $88.8M → $98.4M (+$9.65M)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$8.85M
2
CIA
Capital Investment Advisors
Georgia
+$1.74M
3
NMC
Nine Masts Capital
Hong Kong
+$1.49M
4
DA
Doliver Advisors
Texas
+$1.39M
5
CA
Cetera Advisors
Colorado
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$2.88M
2
FFS
Founders Financial Securities
Maryland
-$2.12M
3
GC
Guggenheim Capital
Illinois
-$1.29M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$861K
5
Bank of America
Bank of America
North Carolina
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
Mutual Advisors
Nebraska
$169K +$2.96K +277 +2%
GWM
52
Geneos Wealth Management
Colorado
$156K -$53.4K -5,000 -25%
SFM
53
Signet Financial Management
New Jersey
$156K – – –
OC
54
Oppenheimer & Co
New York
$154K -$15K -1,402 -9%
SPC
55
Sigma Planning Corp
Michigan
$153K -$87.8K -8,216 -36%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$139K – – –
HighTower Advisors
57
HighTower Advisors
Illinois
$132K +$17.8K +1,663 +15%
AG
58
Advisor Group
Arizona
$129K -$25.4K -2,382 -16%
CIC
59
Carnegie Investment Counsel
Ohio
$123K – – –
TSS
60
Two Sigma Securities
New York
$119K +$15K +1,400 +14%
LCM
61
Landscape Capital Management
New Jersey
$113K +$115K +10,812 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$109K -$87.5K -8,195 -44%
Cohen & Steers
63
Cohen & Steers
New York
$99K – – –
CF
64
Centaurus Financial
California
$52K +$53.7K +5,030 New
SEI Investments
65
SEI Investments
Pennsylvania
$48K – – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$28K -$18.9K -1,766 -40%
IAS
67
IMA Advisory Services
Colorado
$24K +$24.2K +2,262 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$15K -$20K -1,873 -56%
SIA
69
SeaBridge Investment Advisors
New Jersey
$15K – – –
ASN
70
Advisory Services Network
Georgia
$12K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$11K – – –
RCAG
72
Rehmann Capital Advisory Group
Michigan
$10.5K +$6.52K +610 +153%
AIM
73
Anchor Investment Management
South Carolina
$10.4K – – –
RFC
74
Regions Financial Corp
Alabama
$10K – – –
SNT
75
Security National Trust
West Virginia
$8K +$8.1K +758 New
1 2
3
4

JRO Hedge Fund Activity: Q2 2018 in Review

83 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2018, worth a combined $98.4M — up 11% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JRO positions and 5 closed out — a net gain of 10 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $8.85M. The largest seller was Eaton Vance Management, cutting an estimated $2.88M.

  • 83 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $98.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2018, up 11% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2018 and 5 closed out, a net change of +10 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $8.85M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2018 was Eaton Vance Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2018.