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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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96 hedge funds and large institutions have $92.8M invested in Nuveen Floating Rate Income Opportunty Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1% more funds holding

Funds holding: 95 → 96 (+1)

1% more capital invested

Capital invested by funds: $91.5M → $92.8M (+$1.27M)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
+$1.3M
2
WAM
Wolverine Asset Management
Illinois
+$1.1M
3
LSC
Logan Stone Capital
Illinois
+$1.01M
4
Morgan Stanley
Morgan Stanley
New York
+$886K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$783K

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.54M
2
LPL Financial
LPL Financial
California
-$1.7M
3
GC
Guggenheim Capital
Illinois
-$1.13M
4
AAM
Advisors Asset Management
Colorado
-$820K
5
Invesco
Invesco
Georgia
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$198K +$4.67K +600 +2%
FFP
52
FourThought Financial Partners
Florida
$192K -$42K -5,406 -18%
PMG
53
ProVise Management Group
Florida
$182K -$3.11K -400 -2%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$163K +$4.61K +593 +3%
BRWA
55
B. Riley Wealth Advisors
Florida
$163K +$37.4K +4,816 +30%
IWC
56
Integrated Wealth Concepts
Massachusetts
$159K – – –
KA
57
Klingman & Associates
New York
$156K -$16.9K -2,176 -10%
JRCM
58
Jones Road Capital Management
New York
$156K – – –
IAN
59
Integrated Advisors Network
Texas
$152K +$50.4K +6,485 +50%
WWM
60
Western Wealth Management
Colorado
$148K +$3.81K +490 +3%
TW
61
Transform Wealth
Colorado
$122K – – –
WI
62
Wintrust Investments
Illinois
$119K +$118K +15,238 New
AAS
63
Ameritas Advisory Services
Nebraska
$118K +$179 +23 +0.2%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$118K -$46.5K -5,980 -28%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$112K – – –
AWM
66
Apollon Wealth Management
South Carolina
$108K +$3.01K +387 +3%
VF
67
Virtu Financial
New York
$99K +$98.8K +12,708 New
MWM
68
Melfa Wealth Management
Massachusetts
$98.8K – – –
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$97.9K +$97.6K +12,553 New
IA
70
IFG Advisory
Georgia
$97.5K – – –
WAAG
71
Wealth Alliance Advisory Group
Kansas
$96.8K – – –
Walleye Capital
72
Walleye Capital
New York
$94.6K +$94.3K +12,134 New
CFB
73
Cullen/Frost Bankers
Texas
$93.6K – – –
YCM
74
Yakira Capital Management
Connecticut
$89.1K +$88.8K +11,428 New
CAS
75
CTC Alternative Strategies
Illinois
$83.7K +$83.4K +10,730 New
1 2
3
4 5

JRO Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2023, worth a combined $92.8M — up 1.4% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRO positions and 8 closed out — a net gain of 3 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was AQR Arbitrage, adding an estimated $1.3M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $2.54M sold.

  • 96 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2023, up from 95 in Q1 2023.
  • Funds reported $92.8M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2023 was AQR Arbitrage, an estimated $1.3M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2023.