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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

76 hedge funds and large institutions have $86.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $86.7M → $86.4M (-$326K)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

5% less funds holding

Funds holding: 8076 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
51
Transform Wealth
Colorado
$113K
AWM
52
Apollon Wealth Management
South Carolina
$103K +$2.39K +282 +2%
Truist Financial
53
Truist Financial
North Carolina
$101K -$88.5K -10,440 -45%
SF
54
Synovus Financial
Georgia
$89K +$93.8K +11,065 New
CCM
55
CTC Capital Management
Illinois
$86K
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$81K -$92.4K -10,892 -52%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$81K -$34 -4 -0%
IA
58
IFP Advisors
Florida
$45K +$322 +38 +0.9%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$42K
CFB
60
Cullen/Frost Bankers
Texas
$40K
GWSG
61
GPS Wealth Strategies Group
Colorado
$35K -$25.2K -2,975 -40%
GI
62
Gradient Investments
Minnesota
$29K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$26K -$21.9K -2,579 -45%
CBT
64
CoreFirst Bank & Trust
Kansas
$26K
HCP
65
Hexagon Capital Partners
Arkansas
$24K
ME
66
McIlrath & Eck
Washington
$13K
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$12K +$13.3K +1,570 New
APA
68
American Portfolios Advisors
New York
$11.7K -$8.48K -1,000 -41%
AWM
69
Accel Wealth Management
Iowa
$9K +$127 +15 +1%
PGAM
70
Princeton Global Asset Management
New Jersey
$8K
GEA
71
Glen Eagle Advisors
New Jersey
$5.49K +$5.78K +681 New
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$5K
BCMLT
73
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
WAM
74
Wolverine Asset Management
Illinois
-$334K -40,924 Closed
RIG
75
Roosevelt Investment Group
New York
-$175K -21,410 Closed

JRO Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2022, worth a combined $86.4M — down 0.38% from $86.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRO and 5 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 27 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $1.81M. The largest seller was Eaton Vance Management, cutting an estimated $2.28M.

  • 76 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $86.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2022, down 0.38% quarter-over-quarter.
  • 5 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2022 was City of London Investment Management, an estimated $1.81M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2022 was Eaton Vance Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2022.