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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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88 hedge funds and large institutions have $99.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

6% more capital invested

Capital invested by funds: $93.4M → $99.4M (+$6.02M)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

4% less funds holding

Funds holding: 92 → 88 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
10
Increased
30
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$2.76M
2
LC
Lindbrook Capital
California
+$2.3M
3
RCM
Rivernorth Capital Management
Florida
+$1.77M
4
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.18M
5
MIG
Mariner Investment Group
New York
+$965K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.67M
2
SCM
Saba Capital Management
New York
-$2.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.33M
4
JIP
Jaffetilchin Investment Partners
Florida
-$990K
5
GI
Gradient Investments
Minnesota
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$254K -$1.41K -144 -0.5%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$244K -$8.49K -866 -3%
PAS
53
Park Avenue Securities
New York
$243K +$17.4K +1,779 +8%
WCM
54
Windsor Capital Management
Arizona
$241K -$27.8K -2,841 -10%
SPC
55
Sigma Planning Corp
Michigan
$233K -$11.7K -1,189 -5%
RCM
56
Robinson Capital Management
Michigan
$218K -$147K -14,999 -40%
TIA
57
Tiemann Investment Advisors
California
$218K -$8.33K -850 -4%
Millennium Management
58
Millennium Management
New York
$196K +$201K +20,471 New
TW
59
Transform Wealth
Colorado
$169K +$617 +63 +0.4%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$165K -$69K -7,039 -29%
LCM
61
Landscape Capital Management
New Jersey
$155K -$380K -38,757 -71%
CCP
62
Clough Capital Partners
Massachusetts
$152K – – –
SFM
63
Signet Financial Management
New Jersey
$149K – – –
OC
64
Oppenheimer & Co
New York
$141K +$451 +46 +0.3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$140K -$44.7K -4,561 -24%
MA
66
Mutual Advisors
Nebraska
$139K +$1.75K +179 +1%
WIA
67
World Investment Advisors
California
$134K +$29.4K +3,000 +28%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$129K – – –
CIC
69
Carnegie Investment Counsel
Ohio
$115K – – –
DADC
70
D.A. Davidson & Co
Montana
$108K – – –
BFM
71
Boothbay Fund Management
New York
$105K -$157K -16,000 -59%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$64K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$58K +$255 +26 +0.4%
WCM
74
WealthBridge Capital Management
Ohio
$54K – – –
CFB
75
Cullen/Frost Bankers
Texas
$48K +$49K +5,000 New
1 2
3
4

JRO Hedge Fund Activity: Q1 2019 in Review

88 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2019, worth a combined $99.4M — up 6.4% from $93.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 30 added.

The largest buyer was Eaton Vance Management, adding an estimated $2.76M. The largest seller was JP Morgan Chase, cutting an estimated $3.67M.

  • 88 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2019, down from 92 in Q4 2018.
  • Funds reported $99.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2019 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2019 was Eaton Vance Management, an estimated $2.76M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2019 was JP Morgan Chase, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2019.