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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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74 hedge funds and large institutions have $87.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

23% more funds holding

Funds holding: 60 → 74 (+14)

1% more capital invested

Capital invested by funds: $86.6M → $87.4M (+$796K)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.27M
2
CAN
Cetera Advisor Networks
California
+$1.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.14M
4
CA
Cetera Advisors
Colorado
+$1.07M
5
COLIM
City of London Investment Management
United Kingdom
+$748K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.14M
2
ICOA
Investment Centers of America
North Dakota
-$707K
3
SEIA
Signature Estate & Investment Advisors
California
-$599K
4
GC
Guggenheim Capital
Illinois
-$593K
5
GI
Gradient Investments
Minnesota
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
76
Janney Capital Management
Pennsylvania
– -$189K -16,000 Closed
BAM
77
Belpointe Asset Management
Nevada
– -$173K -14,638 Closed
SB
78
Suntrust Banks
Georgia
– -$125K -10,601 Closed
OIA
79
Optimum Investment Advisors
Illinois
– -$118K -10,000 Closed
SIS
80
Sound Income Strategies
Florida
– +$486 +43 New
1 2 3
4

JRO Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2017, worth a combined $87.4M — up 0.92% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRO positions and 6 closed out — a net gain of 14 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $1.14M.

  • 74 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2017, up from 60 in Q3 2017.
  • Funds reported $87.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2017, up 0.92% quarter-over-quarter.
  • 20 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2017 and 6 closed out, a net change of +14 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $1.27M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2017 was Wells Fargo, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2017.