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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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81 hedge funds and large institutions have $100M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

2% more capital invested

Capital invested by funds: $98.4M → $100M (+$2.04M)

2% less funds holding

Funds holding: 83 → 81 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
32
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.19M
2
RCM
Robinson Capital Management
Michigan
+$2.05M
3
FFS
Founders Financial Securities
Maryland
+$1.95M
4
Invesco
Invesco
Georgia
+$1.84M
5
PCP
Proficio Capital Partners
Massachusetts
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$8.01M
2
Bank of America
Bank of America
North Carolina
-$2.05M
3
DA
Doliver Advisors
Texas
-$1.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$805K
5
NMC
Nine Masts Capital
Hong Kong
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$236K -$33.8K -3,302 -13%
LCM
52
Landscape Capital Management
New Jersey
$223K +$111K +10,845 +100%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$216K +$199K +19,454 +1,343%
TW
54
Transform Wealth
Colorado
$205K -$77.5K -7,574 -28%
DADC
55
D.A. Davidson & Co
Montana
$199K – – –
MA
56
Mutual Advisors
Nebraska
$170K +$2.82K +276 +2%
SPC
57
Sigma Planning Corp
Michigan
$166K +$14.6K +1,432 +10%
GWM
58
Geneos Wealth Management
Colorado
$164K +$9.72K +950 +6%
CCP
59
Clough Capital Partners
Massachusetts
$163K +$162K +15,803 New
SFM
60
Signet Financial Management
New Jersey
$155K – – –
OC
61
Oppenheimer & Co
New York
$154K +$644 +63 +0.4%
PCM
62
Penserra Capital Management
California
$145K -$48.2K -4,714 -25%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$138K – – –
DA
64
Doliver Advisors
Texas
$135K -$1.19M -116,658 -90%
AG
65
Advisor Group
Arizona
$132K +$5.13K +502 +4%
Millennium Management
66
Millennium Management
New York
$116K -$169K -16,562 -60%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$105K +$104K +10,162 New
TRCT
68
Tower Research Capital (TRC)
New York
$59K +$58.4K +5,705 New
SPIA
69
Steward Partners Investment Advisory
New York
$54K +$51.6K +5,044 +2,522%
Citigroup
70
Citigroup
New York
$37K +$34.5K +3,370 +1,628%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$36K +$35.3K +3,448 New
ASN
72
Advisory Services Network
Georgia
$12K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$11K – – –
AIM
74
Anchor Investment Management
South Carolina
$10.3K – – –
SNT
75
Security National Trust
West Virginia
$8K – – –
1 2
3
4

JRO Hedge Fund Activity: Q3 2018 in Review

81 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2018, worth a combined $100M — up 2.1% from $98.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 11 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 32 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.19M. The largest seller was Laurion Capital Management, cutting an estimated $8.01M.

  • 81 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2018, down from 83 in Q2 2018.
  • Funds reported $100M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2018 and 13 closed out, a net change of -2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2018 was Thomas J. Herzfeld Advisors, an estimated $2.19M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2018 was Laurion Capital Management, an estimated $8.01M sold.

Based on aggregated 13F filings for Q3 2018.