We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

JRO was delisted on the 28th of July, 2023.

Back to rankings

84 hedge funds and large institutions have $118M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% less funds holding

Funds holding: 86 → 84 (-2)

15% less capital invested

Capital invested by funds: $138M → $118M (-$20.5M)

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.12M
2
NA
NewEdge Advisors
Louisiana
+$688K
3
Bank of America
Bank of America
North Carolina
+$579K
4
GC
Guggenheim Capital
Illinois
+$320K
5
Ameriprise
Ameriprise
Minnesota
+$271K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$16.6M
2
RCM
Rivernorth Capital Management
Florida
-$3.63M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.82M
4
PHS
Pekin Hardy Strauss
Illinois
-$668K
5
6M
6 Meridian
Kansas
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$146K – – –
FM
52
Family Management
New York
$127K – – –
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$123K +$1K +100 +0.8%
AWM
54
Apollon Wealth Management
South Carolina
$123K +$2.76K +275 +2%
TW
55
Transform Wealth
Colorado
$121K -$14.3K -1,423 -11%
BAM
56
Belpointe Asset Management
Nevada
$119K -$22.6K -2,250 -16%
CCM
57
CTC Capital Management
Illinois
$109K +$108K +10,730 New
PHS
58
Pekin Hardy Strauss
Illinois
$107K -$668K -66,655 -86%
KA
59
Klingman & Associates
New York
$106K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$104K – – –
SWP
61
Stratos Wealth Partners
Ohio
$102K -$1K -100 -1%
CA
62
CoreCap Advisors
Michigan
$94K +$92.9K +9,265 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$87K -$9.53K -950 -10%
NFG
64
Next Financial Group
Texas
$69K – – –
SWM
65
Spire Wealth Management
Virginia
$61K +$60.2K +6,000 New
CFB
66
Cullen/Frost Bankers
Texas
$51K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$51K – – –
GI
68
Gradient Investments
Minnesota
$41K -$892 -89 -2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$32K – – –
CBT
70
CoreFirst Bank & Trust
Kansas
$32K +$23.7K +2,360 +284%
HCP
71
Hexagon Capital Partners
Arkansas
$30K – – –
SCM
72
Segantii Capital Management
Hong Kong
$29K +$28.6K +2,850 New
FAG
73
Fortitude Advisory Group
Washington
$21K +$20.6K +2,056 New
APA
74
American Portfolios Advisors
New York
$20.3K – – –
ME
75
McIlrath & Eck
Washington
$13K +$10.5K +1,050 +420%
1 2
3
4

JRO Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2021, worth a combined $118M — down 15% from $138M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRO positions and 9 closed out — a net gain of 2 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.12M. The largest seller was Saba Capital Management, exiting entirely with an estimated $16.6M sold.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2021, down from 86 in Q3 2021.
  • Funds reported $118M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2021, down 15% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2021 was LPL Financial, an estimated $1.12M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2021 was Saba Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.