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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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89 hedge funds and large institutions have $153M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

5% more funds holding

Funds holding: 85 → 89 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less capital invested

Capital invested by funds: $172M → $153M (-$18.4M)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
37
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.04M
2
PPA
Parametric Portfolio Associates
Washington
+$1.48M
3
SIA
Sit Investment Associates
Minnesota
+$950K
4
RCM
Robinson Capital Management
Michigan
+$806K
5
6M
6 Meridian
Kansas
+$790K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$10.9M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$10.7M
3
GI
Gradient Investments
Minnesota
-$5.21M
4
MIG
Mariner Investment Group
New York
-$1.4M
5
RCM
Rivernorth Capital Management
Florida
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$191K -$85.6K -8,972 -32%
JIP
52
Jaffetilchin Investment Partners
Florida
$172K +$55.3K +5,801 +48%
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K +$20.3K +2,124 +14%
BRWA
54
B. Riley Wealth Advisors
Florida
$159K -$19 -2 -0%
IC
55
IEQ Capital
California
$155K -$19.1K -2,000 -11%
AIC
56
Ameritas Investment Company
Nebraska
$142K +$138K +14,514 New
SSWM
57
Sheets Smith Wealth Management
North Carolina
$141K – – –
SPC
58
Sigma Planning Corp
Michigan
$141K +$5.94K +623 +5%
DADC
59
D.A. Davidson & Co
Montana
$139K -$2.52K -264 -2%
OC
60
Oppenheimer & Co
New York
$139K +$3.4K +357 +3%
GWSG
61
GPS Wealth Strategies Group
Colorado
$132K -$42.6K -4,465 -25%
TW
62
Transform Wealth
Colorado
$130K +$127K +13,342 New
FM
63
Family Management
New York
$122K – – –
KAS
64
Kestra Advisory Services
Texas
$119K +$868 +91 +0.8%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$118K – – –
CAN
66
Cetera Advisor Networks
California
$117K +$14.3K +1,500 +14%
AWM
67
Apollon Wealth Management
South Carolina
$114K +$2K +210 +2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$112K -$3.93K -412 -3%
KA
69
Klingman & Associates
New York
$103K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$100K +$238 +25 +0.2%
SWP
71
Stratos Wealth Partners
Ohio
$99K +$96.6K +10,123 New
NFG
72
Next Financial Group
Texas
$66K – – –
CFB
73
Cullen/Frost Bankers
Texas
$49K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$49K – – –
SB
75
Strategic Blueprint
Georgia
$46K +$44.8K +4,700 New
1 2
3
4

JRO Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2021, worth a combined $153M — down 11% from $172M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 8 closed out — a net gain of 5 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $2.04M. The largest seller was Saba Capital Management, cutting an estimated $10.9M.

  • 89 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2021, up from 85 in Q1 2021.
  • Funds reported $153M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2021, down 11% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2021 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2021 was Bank of America, an estimated $2.04M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2021 was Saba Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2021.