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

75 hedge funds and large institutions have $104M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

11% less funds holding

Funds holding: 84 → 75 (-9)

12% less capital invested

Capital invested by funds: $118M → $104M (-$13.6M)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
75
Holders Change
-9
Holders Change %
-10.71%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.18M
2
GC
Guggenheim Capital
Illinois
+$1.74M
3
IAIM
International Assets Investment Management
Florida
+$1.42M
4
Morgan Stanley
Morgan Stanley
New York
+$1.28M
5
RJA
Raymond James & Associates
Florida
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.33M
2
CIA
Capital Investment Advisors
Georgia
-$4.44M
3
SIA
Sit Investment Associates
Minnesota
-$4.25M
4
1CP
1607 Capital Partners
Virginia
-$3.69M
5
SFS
Shaker Financial Services
Virginia
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$119K – – –
TW
52
Transform Wealth
Colorado
$116K -$4.8K -480 -4%
PHS
53
Pekin Hardy Strauss
Illinois
$107K – – –
CA
54
CoreCap Advisors
Michigan
$105K +$10.5K +1,050 +11%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$104K +$20 +2 +0%
GWSG
56
GPS Wealth Strategies Group
Colorado
$87K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$62K +$30K +3,000 +94%
HNB
58
Huntington National Bank
Ohio
$52K – – –
CFB
59
Cullen/Frost Bankers
Texas
$51K – – –
IA
60
IFP Advisors
Florida
$45K +$41.8K +4,177 New
GI
61
Gradient Investments
Minnesota
$39K -$1.45K -145 -4%
CBT
62
CoreFirst Bank & Trust
Kansas
$32K – – –
HCP
63
Hexagon Capital Partners
Arkansas
$30K – – –
FAG
64
Fortitude Advisory Group
Washington
$21K – – –
APA
65
American Portfolios Advisors
New York
$20.3K – – –
ME
66
McIlrath & Eck
Washington
$11K -$2.5K -250 -19%
PGAM
67
Princeton Global Asset Management
New Jersey
$11K – – –
AWM
68
Accel Wealth Management
Iowa
$11K +$110 +11 +1%
CFGS
69
Concourse Financial Group Securities
Alabama
$10K – – –
HBW
70
Hazlett, Burt & Watson
West Virginia
$8K +$7.75K +774 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$6K – – –
BCMLT
72
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.78K +477 New
CDIA
73
Capital Directions Investment Advisors
Georgia
$3K +$2.5K +250 New
RCM
74
Rivernorth Capital Management
Florida
– -$8.33M -822,588 Closed
1CP
75
1607 Capital Partners
Virginia
– -$3.69M -364,300 Closed
1 2
3
4

JRO Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2022, worth a combined $104M — down 12% from $118M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JRO and 8 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 30 added.

The largest buyer was LPL Financial, adding an estimated $4.18M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $8.33M sold.

  • 75 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $104M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2022 and 16 closed out, a net change of -8 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2022 was LPL Financial, an estimated $4.18M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2022 was Rivernorth Capital Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q1 2022.