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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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80 hedge funds and large institutions have $123M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $108M → $123M (+$15.4M)

5% less funds holding

Funds holding: 84 → 80 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.46M
2
Bank of America
Bank of America
North Carolina
+$6.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$357K
4
SFS
Shaker Financial Services
Virginia
+$354K
5
AA
AQR Arbitrage
Connecticut
+$354K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46M
2
VEA
Virtus ETF Advisers
New York
-$1.68M
3
FFS
Founders Financial Securities
Maryland
-$1.07M
4
UBS Group
UBS Group
Switzerland
-$715K
5
RCM
Rivernorth Capital Management
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$125K +$46.1K +6,004 +60%
Truist Financial
52
Truist Financial
North Carolina
$121K – – –
AIC
53
Ameritas Investment Company
Nebraska
$118K -$7.29K -949 -6%
WIA
54
World Investment Advisors
California
$114K +$107K +13,900 New
MA
55
Mutual Advisors
Nebraska
$113K -$40.3K -5,243 -27%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$113K – – –
DADC
57
D.A. Davidson & Co
Montana
$112K +$46 +6 +0%
SPC
58
Sigma Planning Corp
Michigan
$111K +$7.42K +965 +7%
WCM
59
Windsor Capital Management
Arizona
$102K +$530 +69 +0.5%
DA
60
Doliver Advisors
Texas
$101K +$1.43K +186 +1%
TC
61
Telemus Capital
Michigan
$101K +$8.84K +1,150 +10%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$97K -$6.12K -796 -6%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$95K – – –
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$93K +$8.91K +1,159 +11%
MWM
65
Meridian Wealth Management
Kentucky
$86K – – –
SAM
66
Seelaus Asset Management
New Jersey
$83K +$81.6K +10,615 New
CFB
67
Cullen/Frost Bankers
Texas
$81K +$41K +5,335 +107%
EW
68
Evoke Wealth
California
$66K – – –
FHA
69
Flagship Harbor Advisors
Massachusetts
$57K -$15.5K -2,019 -21%
PAG
70
Private Advisor Group
New Jersey
$50K +$48.9K +6,360 New
CFGS
71
Concourse Financial Group Securities
Alabama
$40K -$3.02K -393 -7%
SPIA
72
Steward Partners Investment Advisory
New York
$40K – – –
AWM
73
Apollon Wealth Management
South Carolina
$29K +$28.8K +3,750 New
PGAM
74
Princeton Global Asset Management
New Jersey
$16K +$16.1K +2,100 New
GWM
75
Geneos Wealth Management
Colorado
$15K – – –
1 2
3
4

JRO Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2020, worth a combined $123M — up 14% from $108M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 9 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Saba Capital Management, adding an estimated $8.46M. The largest seller was Morgan Stanley, cutting an estimated $2.46M.

  • 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2020, down from 84 in Q1 2020.
  • Funds reported $123M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2020, up 14% quarter-over-quarter.
  • 9 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2020 and 13 closed out, a net change of -4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2020 was Saba Capital Management, an estimated $8.46M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2020 was Morgan Stanley, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2020.