We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

90 hedge funds and large institutions have $116M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $109M → $116M (+$6.89M)

1% more funds holding

Funds holding: 8990 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$288K +$84.2K +8,754 +41%
FHA
52
Flagship Harbor Advisors
Massachusetts
$278K
BRWA
53
B. Riley Wealth Advisors
Florida
$272K +$942 +98 +0.3%
SPC
54
Sigma Planning Corp
Michigan
$262K -$17.8K -1,848 -6%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$229K -$3.75K -390 -2%
TIA
56
Tiemann Investment Advisors
California
$213K -$3.85K -400 -2%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$204K +$205K +21,351 New
MA
58
Mutual Advisors
Nebraska
$200K +$48K +4,992 +31%
WCM
59
Windsor Capital Management
Arizona
$175K -$66.9K -6,960 -27%
TC
60
Telemus Capital
Michigan
$169K
TW
61
Transform Wealth
Colorado
$168K
AIC
62
Ameritas Investment Company
Nebraska
$152K +$6.53K +679 +4%
SFM
63
Signet Financial Management
New Jersey
$143K
WIA
64
World Investment Advisors
California
$133K
SSWM
65
Sheets Smith Wealth Management
North Carolina
$128K
NFG
66
Next Financial Group
Texas
$127K -$2.89K -301 -2%
BTS
67
BB&T Securities
Virginia
$123K
AWM
68
AE Wealth Management
Kansas
$116K +$3.94K +410 +3%
OC
69
Oppenheimer & Co
New York
$113K -$28K -2,917 -20%
DADC
70
D.A. Davidson & Co
Montana
$108K
DA
71
Doliver Advisors
Texas
$104K -$47.7K -4,964 -31%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$98K
CIC
73
Carnegie Investment Counsel
Ohio
$95K -$19.2K -2,000 -17%
EW
74
Evoke Wealth
California
$80.3K +$80.4K +8,365 New
CFB
75
Cullen/Frost Bankers
Texas
$48K

JRO Hedge Fund Activity: Q3 2019 in Review

90 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2019, worth a combined $116M — up 6.3% from $109M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JRO positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Bank of America, cutting an estimated $843K.

  • 90 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2019, up from 89 in Q2 2019.
  • Funds reported $116M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2019 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2019 was Morgan Stanley, an estimated $2.37M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2019 was Bank of America, an estimated $843K sold.

Based on aggregated 13F filings for Q3 2019.