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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

89 hedge funds and large institutions have $85.2M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

17% more funds holding

Funds holding: 7689 (+13)

1% less capital invested

Capital invested by funds: $86.4M → $85.2M (-$1.16M)

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
32
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$156K -$653 -81 -0.4%
AWM
52
Axxcess Wealth Management
California
$145K +$149K +18,512 New
WWM
53
Western Wealth Management
Colorado
$141K -$24.5K -3,044 -14%
BRWA
54
B. Riley Wealth Advisors
Florida
$136K +$10.2K +1,269 +8%
Walleye Capital
55
Walleye Capital
New York
$123K -$128K -15,879 -50%
TW
56
Transform Wealth
Colorado
$121K +$12.7K +1,575 +11%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$112K
AWM
58
Apollon Wealth Management
South Carolina
$104K +$3.64K +452 +4%
Truist Financial
59
Truist Financial
North Carolina
$101K +$2.51K +312 +2%
MWM
60
Melfa Wealth Management
Massachusetts
$98.9K +$102K +12,666 New
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$98K -$17.7K -2,200 -15%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$96.9K +$100K +12,412 New
WAM
63
Weiss Asset Management
Massachusetts
$86.6K +$89.3K +11,087 New
SF
64
Synovus Financial
Georgia
$86.4K
CCM
65
CTC Capital Management
Illinois
$83.8K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$79.3K
Cerity Partners
67
Cerity Partners
New York
$78.1K +$80.6K +10,000 New
CA
68
CoreCap Advisors
Michigan
$72.6K +$74.9K +9,290 New
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$68.3K +$70.5K +8,750 New
BAM
70
Belpointe Asset Management
Nevada
$62.5K +$64.5K +8,000 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$60K +$19.7K +2,448 +47%
HCM
72
Hollencrest Capital Management
California
$55.6K +$57.4K +7,120 New
CFB
73
Cullen/Frost Bankers
Texas
$39K
GI
74
Gradient Investments
Minnesota
$25.2K -$2.76K -342 -10%
CBT
75
CoreFirst Bank & Trust
Kansas
$24.9K

JRO Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2022, worth a combined $85.2M — down 1.3% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRO positions and 3 closed out — a net gain of 17 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $2.03M. The largest seller was Bank of America, cutting an estimated $3.3M.

  • 89 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $85.2M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2022, down 1.3% quarter-over-quarter.
  • 20 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2022 and 3 closed out, a net change of +17 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2022 was Logan Stone Capital, an estimated $2.03M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2022 was Bank of America, an estimated $3.3M sold.

Based on aggregated 13F filings for Q4 2022.