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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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85 hedge funds and large institutions have $172M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

12% more capital invested

Capital invested by funds: $153M → $172M (+$18.7M)

8% less funds holding

Funds holding: 92 → 85 (-7)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
27
Reduced
23
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$3.57M
3
Morgan Stanley
Morgan Stanley
New York
+$2.18M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$973K
5
SFS
Shaker Financial Services
Virginia
+$931K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$6.9M
2
EVM
Eaton Vance Management
Massachusetts
-$2.49M
3
LCM
Landscape Capital Management
New Jersey
-$2.39M
4
RCM
Rivernorth Capital Management
Florida
-$2.06M
5
AA
AQR Arbitrage
Connecticut
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$203K +$197K +21,286 New
GWSG
52
GPS Wealth Strategies Group
Colorado
$171K +$4.86K +525 +3%
IC
53
IEQ Capital
California
$170K +$165K +17,836 New
BRWA
54
B. Riley Wealth Advisors
Florida
$155K -$17.2K -1,857 -10%
ICMP
55
Integrated Capital Management (Pennsylvania)
Pennsylvania
$144K +$12.8K +1,381 +10%
DADC
56
D.A. Davidson & Co
Montana
$139K +$4.63K +500 +4%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$137K – – –
OC
58
Oppenheimer & Co
New York
$132K +$31.5K +3,399 +33%
SPC
59
Sigma Planning Corp
Michigan
$131K +$13K +1,407 +11%
FM
60
Family Management
New York
$119K – – –
KAS
61
Kestra Advisory Services
Texas
$116K -$436K -47,076 -80%
JIP
62
Jaffetilchin Investment Partners
Florida
$116K +$112K +12,142 New
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$115K – – –
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$113K -$1.18K -127 -1%
AWM
65
Apollon Wealth Management
South Carolina
$109K +$106K +11,475 New
CAN
66
Cetera Advisor Networks
California
$100K – – –
KA
67
Klingman & Associates
New York
$100K +$97.3K +10,510 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$98K -$54.1K -5,844 -37%
MW
69
MBL Wealth
North Carolina
$95K – – –
NFG
70
Next Financial Group
Texas
$65K – – –
SWM
71
Spire Wealth Management
Virginia
$57K +$55.6K +6,000 New
SPIA
72
Steward Partners Investment Advisory
New York
$48.1K – – –
CFB
73
Cullen/Frost Bankers
Texas
$48K -$46.3K -5,000 -50%
HCP
74
Hexagon Capital Partners
Arkansas
$28K – – –
VBCG
75
Valley Brook Capital Group
Pennsylvania
$26K – – –
1 2
3
4 5

JRO Hedge Fund Activity: Q1 2021 in Review

85 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2021, worth a combined $172M — up 12% from $153M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of JRO and 12 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $10.4M. The largest seller was Gradient Investments, cutting an estimated $6.9M.

  • 85 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $172M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2021 and 19 closed out, a net change of -7 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2021 was Kohlberg Kravis Roberts & Co, an estimated $10.4M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2021 was Gradient Investments, an estimated $6.9M sold.

Based on aggregated 13F filings for Q1 2021.