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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

80 hedge funds and large institutions have $86.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

7% more funds holding

Funds holding: 7580 (+5)

17% less capital invested

Capital invested by funds: $104M → $86.7M (-$17.4M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$118K
TW
52
Transform Wealth
Colorado
$115K +$22.5K +2,505 +22%
QC
53
Quantedge Capital
Singapore
$110K +$121K +13,500 New
AWM
54
Apollon Wealth Management
South Carolina
$102K +$2.04K +227 +2%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$99K
BCM
56
Bluefin Capital Management
New York
$99K +$109K +12,126 New
CCM
57
CTC Capital Management
Illinois
$88K +$96.4K +10,730 New
PHS
58
Pekin Hardy Strauss
Illinois
$87K
CA
59
CoreCap Advisors
Michigan
$84K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$83K -$207 -23 -0.2%
GWSG
61
GPS Wealth Strategies Group
Colorado
$60K -$10.8K -1,200 -14%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$47K -$3.78K -421 -7%
IA
63
IFP Advisors
Florida
$45K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$43K +$47.1K +5,244 New
CFB
65
Cullen/Frost Bankers
Texas
$41K
GI
66
Gradient Investments
Minnesota
$29K -$2.61K -291 -8%
CBT
67
CoreFirst Bank & Trust
Kansas
$26K
HCP
68
Hexagon Capital Partners
Arkansas
$24K
APA
69
American Portfolios Advisors
New York
$20K +$4.04K +450 +23%
AF
70
Allworth Financial
California
$16K +$18K +2,000 New
ME
71
McIlrath & Eck
Washington
$13K +$5.36K +597 +57%
AWM
72
Accel Wealth Management
Iowa
$9K +$117 +13 +1%
CFGS
73
Concourse Financial Group Securities
Alabama
$8K
HNB
74
Huntington National Bank
Ohio
$8K
PGAM
75
Princeton Global Asset Management
New Jersey
$8K

JRO Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2022, worth a combined $86.7M — down 17% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $5.75M. The largest seller was Bank of America, cutting an estimated $4.85M.

  • 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $86.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2022 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2022 was Oaktree Capital Management, an estimated $5.75M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2022 was Bank of America, an estimated $4.85M sold.

Based on aggregated 13F filings for Q2 2022.