Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
73 hedge funds and large institutions have $99.5M invested in Nuveen Floating Rate Income Opportunty Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
19% more capital invested
Capital invested by funds: $83.7M → $99.5M (+$15.8M)
16% more funds holding
Funds holding: 63 → 73 (+10)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.9M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.57M |
| 4 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$1.22M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.32M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$942K |
| 4 |
Morgan Stanley
New York
|
-$682K |
| 5 |
OA
Oxbow Advisors
Austin,
Texas
|
-$257K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of New York Mellon
New York
| – | -$143K | -14,375 | Closed |
|
|
FFA
77
First Foundation Advisors
Irvine,
California
| – | -$117K | -11,709 | Closed |
|
78
M&T Bank
Buffalo,
New York
| – | -$107K | -10,794 | Closed |
|
|
DADC
79
D.A. Davidson & Co
Great Falls,
Montana
| – | -$49K | -5,000 | Closed |
|
80
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -88 | Closed |
|
JRO Hedge Fund Activity: Q4 2015 in Review
73 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2015, worth a combined $99.5M — up 19% from $83.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JRO positions and 6 closed out — a net gain of 10 holders — while 21 added to existing stakes and 23 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.9M. The largest seller was Guggenheim Capital, cutting an estimated $2.2M.
- 73 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2015, up from 63 in Q3 2015.
- Funds reported $99.5M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2015, up 19% quarter-over-quarter.
- 16 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2015 and 6 closed out, a net change of +10 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2015 was JP Morgan Chase, an estimated $6.9M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2015 was Guggenheim Capital, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2015.