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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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86 hedge funds and large institutions have $138M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

3% less funds holding

Funds holding: 89 → 86 (-3)

10% less capital invested

Capital invested by funds: $153M → $138M (-$15M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
31
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$8.66M
2
Morgan Stanley
Morgan Stanley
New York
+$1.44M
3
LPL Financial
LPL Financial
California
+$1.38M
4
Bank of America
Bank of America
North Carolina
+$1.05M
5
FF
FourThought Financial
Florida
+$503K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$16.5M
2
LC
Lindbrook Capital
California
-$11.7M
3
MIG
Mariner Investment Group
New York
-$1.26M
4
BI
Bulldog Investors
New Jersey
-$979K
5
RCM
Robinson Capital Management
Michigan
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$161K -$1.16K -118 -0.7%
JIP
52
Jaffetilchin Investment Partners
Florida
$151K -$27.4K -2,799 -16%
AIC
53
Ameritas Investment Company
Nebraska
$145K +$88 +9 +0.1%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$144K – – –
OC
55
Oppenheimer & Co
New York
$142K +$676 +69 +0.5%
BAM
56
Belpointe Asset Management
Nevada
$140K -$53.4K -5,450 -28%
TW
57
Transform Wealth
Colorado
$133K – – –
FM
58
Family Management
New York
$125K – – –
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$120K – – –
AWM
60
Apollon Wealth Management
South Carolina
$119K +$2.04K +208 +2%
FIA
61
FNY Investment Advisers
New York
$117K -$178K -18,183 -61%
KA
62
Klingman & Associates
New York
$105K – – –
TSS
63
Two Sigma Securities
New York
$105K +$103K +10,503 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$102K – – –
SWP
65
Stratos Wealth Partners
Ohio
$101K – – –
C
66
Certuity
Florida
$101K +$98.7K +10,081 New
GWSG
67
GPS Wealth Strategies Group
Colorado
$95K -$39.2K -4,000 -30%
NFG
68
Next Financial Group
Texas
$68K – – –
CFB
69
Cullen/Frost Bankers
Texas
$50K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$50K – – –
GI
71
Gradient Investments
Minnesota
$41K -$823 -84 -2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$32K +$31.1K +3,178 New
HCP
73
Hexagon Capital Partners
Arkansas
$29K – – –
APA
74
American Portfolios Advisors
New York
$20K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$15K +$4.9K +500 +50%
1 2
3
4

JRO Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2021, worth a combined $138M — down 9.8% from $153M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JRO and 3 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 31 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.66M. The largest seller was Saba Capital Management, cutting an estimated $16.5M.

  • 86 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2021, down from 89 in Q2 2021.
  • Funds reported $138M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2021, down 9.8% quarter-over-quarter.
  • 3 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2021 and 6 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2021 was Rivernorth Capital Management, an estimated $8.66M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2021 was Saba Capital Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2021.