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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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84 hedge funds and large institutions have $138M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $123M → $138M (+$15M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$12.6M
2
BI
Bulldog Investors
New Jersey
+$1.64M
3
SIA
Sit Investment Associates
Minnesota
+$1.01M
4
CCP
Clough Capital Partners
Massachusetts
+$776K
5
Bank of America
Bank of America
North Carolina
+$775K

Top Sellers

1
MC
Matisse Capital
Oregon
-$3.28M
2
RCM
Rivernorth Capital Management
Florida
-$1.15M
3
SFS
Shaker Financial Services
Virginia
-$778K
4
Cohen & Steers
Cohen & Steers
New York
-$775K
5
FFS
Founders Financial Securities
Maryland
-$431K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$126K – – –
AIC
52
Ameritas Investment Company
Nebraska
$118K – – –
SSWM
53
Sheets Smith Wealth Management
North Carolina
$118K – – –
DADC
54
D.A. Davidson & Co
Montana
$117K +$40 +5 +0%
SPC
55
Sigma Planning Corp
Michigan
$110K -$6.41K -793 -6%
TW
56
Transform Wealth
Colorado
$109K -$48.5K -6,000 -31%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$107K -$23.6K -2,922 -18%
TC
58
Telemus Capital
Michigan
$105K – – –
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$105K +$8.02K +993 +8%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$101K – – –
KAS
61
Kestra Advisory Services
Texas
$98K +$96.7K +11,969 New
AWM
62
Apollon Wealth Management
South Carolina
$95K +$63.5K +7,861 +210%
MWM
63
Meridian Wealth Management
Kentucky
$90K – – –
AAS
64
Avantax Advisory Services
Texas
$88K +$86.5K +10,702 New
SAM
65
Seelaus Asset Management
New Jersey
$87K – – –
Citadel Advisors
66
Citadel Advisors
Florida
$87K +$85.9K +10,629 New
CAN
67
Cetera Advisor Networks
California
$86K -$55.7K -6,890 -40%
CFB
68
Cullen/Frost Bankers
Texas
$82K -$2.71K -335 -3%
EW
69
Evoke Wealth
California
$69K – – –
NFG
70
Next Financial Group
Texas
$64K +$63K +7,802 New
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$62K +$61.4K +7,600 New
SPIA
72
Steward Partners Investment Advisory
New York
$41K – – –
FHA
73
Flagship Harbor Advisors
Massachusetts
$40K -$20.1K -2,484 -34%
HCP
74
Hexagon Capital Partners
Arkansas
$23K +$23.9K +2,955 New
FFA
75
Founders Financial Alliance
North Carolina
$20K +$20.8K +2,570 New
1 2
3
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JRO Hedge Fund Activity: Q3 2020 in Review

84 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2020, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRO positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.6M. The largest seller was Matisse Capital, exiting entirely with an estimated $3.28M sold.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $138M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2020 was Saba Capital Management, an estimated $12.6M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2020 was Matisse Capital, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2020.