Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
69 hedge funds and large institutions have $98.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 14 closing their positions.
1% less capital invested
Capital invested by funds: $99.5M → $98.6M (-$818K)
5% less funds holding
Funds holding: 73 → 69 (-4)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.08M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.25M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.1M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$974K |
Top Sellers
| 1 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$2.35M |
| 2 |
TAM
Trust Asset Management
Houston,
Texas
|
-$2.26M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.81M |
| 4 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
-$1.38M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$967K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EML
76
Eos Management LP
New York
| – | -$209K | -21,372 | Closed |
|
|
NPC
77
National Planning Corporation
El Segundo,
California
| – | -$126K | -13,876 | Closed |
|
|
CA
78
Cetera Advisors
Denver,
Colorado
| – | -$108K | -10,999 | Closed |
|
|
SHA
79
Smith Hayes Advisers
Lincoln,
Nebraska
| – | -$106K | -10,859 | Closed |
|
|
VC
80
Vicus Capital
State College,
Pennsylvania
| – | -$99K | -10,140 | Closed |
|
|
AFP
81
Ausdal Financial Partners
Davenport,
Iowa
| – | -$27K | -2,751 | Closed |
|
82
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$7K | -700 | Closed |
|
|
AIA
83
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$6K | -608 | Closed |
|
84
Citigroup
New York
| – | -$5.32K | -569 | -97% |
|
JRO Hedge Fund Activity: Q1 2016 in Review
69 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2016, worth a combined $98.6M — down 0.82% from $99.5M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of JRO and 10 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 17 added.
The largest buyer was Wells Fargo, adding an estimated $2.08M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $2.35M sold.
- 69 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2016, down from 73 in Q4 2015.
- Funds reported $98.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2016, down 0.82% quarter-over-quarter.
- 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2016 and 14 closed out, a net change of -4 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2016 was Wells Fargo, an estimated $2.08M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2016 was Kohlberg Kravis Roberts & Co, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2016.