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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

92 hedge funds and large institutions have $93.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

14% more funds holding

Funds holding: 8192 (+11)

7% less capital invested

Capital invested by funds: $100M → $93.4M (-$7.06M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Telemus Capital
Michigan
$261K
WCM
52
Windsor Capital Management
Arizona
$253K -$69.8K -7,094 -20%
BFM
53
Boothbay Fund Management
New York
$244K +$266K +27,000 New
AG
54
Advisor Group
Arizona
$240K +$136K +13,804 +107%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$238K +$53.7K +5,456 +26%
OFG
56
OTA Financial Group
New York
$232K +$254K +25,795 New
SPC
57
Sigma Planning Corp
Michigan
$230K +$92.3K +9,388 +58%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$229K +$25K +2,539 +11%
PAS
59
Park Avenue Securities
New York
$223K +$5.04K +513 +2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$218K +$3.64K +370 +2%
TIA
61
Tiemann Investment Advisors
California
$213K
AIC
62
Ameritas Investment Company
Nebraska
$199K +$217K +22,048 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$173K -$70.7K -7,190 -27%
Citadel Advisors
64
Citadel Advisors
Florida
$165K +$180K +18,314 New
TW
65
Transform Wealth
Colorado
$158K -$23K -2,339 -12%
CCP
66
Clough Capital Partners
Massachusetts
$143K
SFM
67
Signet Financial Management
New Jersey
$135K
OC
68
Oppenheimer & Co
New York
$132K -$2.48K -252 -2%
MA
69
Mutual Advisors
Nebraska
$129K -$21.5K -2,191 -13%
WKWM
70
Walter & Keenan Wealth Management
Indiana
$124K -$86.5K -8,800 -39%
SSWM
71
Sheets Smith Wealth Management
North Carolina
$121K
CIC
72
Carnegie Investment Counsel
Ohio
$108K +$118K +12,000 New
WIA
73
World Investment Advisors
California
$107K +$107K +10,900 New
DADC
74
D.A. Davidson & Co
Montana
$102K -$78.7K -8,000 -41%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$60K +$31.6K +3,212 +93%

JRO Hedge Fund Activity: Q4 2018 in Review

92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2018, worth a combined $93.4M — down 7% from $100M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JRO positions and 12 closed out — a net gain of 11 holders — while 21 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.71M. The largest seller was Bank of America, cutting an estimated $3.45M.

  • 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $93.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2018, down 7% quarter-over-quarter.
  • 23 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2018 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2018 was Goldman Sachs, an estimated $4.71M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2018 was Bank of America, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2018.