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JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

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

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95 hedge funds and large institutions have $91.5M invested in Nuveen Floating Rate Income Opportunty Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $85.2M → $91.5M (+$6.27M)

7% more funds holding

Funds holding: 89 → 95 (+6)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
34
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.61M
2
MWM
Mission Wealth Management
California
+$1.11M
3
PAS
Park Avenue Securities
New York
+$1.06M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$909K
5
COLIM
City of London Investment Management
United Kingdom
+$745K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.49M
2
RJA
Raymond James & Associates
Florida
-$923K
3
1CP
1607 Capital Partners
Virginia
-$535K
4
LSC
Logan Stone Capital
Illinois
-$425K
5
SIA
Sit Investment Associates
Minnesota
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
51
ProVise Management Group
Florida
$190K -$6.79K -825 -3%
SCM
52
Saba Capital Management
New York
$187K +$192K +23,376 New
WEG
53
World Equity Group
Illinois
$183K +$116K +14,092 New
KA
54
Klingman & Associates
New York
$178K +$3.18K +386 +2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$169K +$173K +21,076 New
ICMP
56
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K +$167K +20,327 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$163K – – –
JRCM
58
Jones Road Capital Management
New York
$160K +$165K +20,000 New
AWM
59
Axxcess Wealth Management
California
$148K – – –
WWM
60
Western Wealth Management
Colorado
$148K +$2.74K +333 +2%
Lido Advisors
61
Lido Advisors
California
$148K +$151K +18,408 New
BRWA
62
B. Riley Wealth Advisors
Florida
$129K -$12.3K -1,500 -9%
TW
63
Transform Wealth
Colorado
$126K – – –
AAS
64
Ameritas Advisory Services
Nebraska
$122K -$115K -13,974 -48%
Cerity Partners
65
Cerity Partners
New York
$120K +$41.1K +5,000 +50%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$115K – – –
AWM
67
Apollon Wealth Management
South Carolina
$108K +$1.94K +236 +2%
IAN
68
Integrated Advisors Network
Texas
$104K +$107K +13,000 New
MWM
69
Melfa Wealth Management
Massachusetts
$102K – – –
IA
70
IFG Advisory
Georgia
$100K +$103K +12,500 New
WAAG
71
Wealth Alliance Advisory Group
Kansas
$99.5K – – –
CFB
72
Cullen/Frost Bankers
Texas
$96.2K +$57.6K +7,000 +140%
JP Morgan Chase
73
JP Morgan Chase
New York
$87K +$82.4K +10,013 +1,139%
CCM
74
CTC Capital Management
Illinois
$86.1K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$81.5K – – –
1 2
3
4 5

JRO Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2023, worth a combined $91.5M — up 7.4% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRO positions and 10 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $2.61M. The largest seller was LPL Financial, cutting an estimated $1.49M.

  • 95 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2023, up from 89 in Q4 2022.
  • Funds reported $91.5M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2023, up 7.4% quarter-over-quarter.
  • 17 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2023 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $2.61M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2023 was LPL Financial, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2023.