Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
74 hedge funds and large institutions have $88.8M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 12 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
2% more capital invested
Capital invested by funds: $87.4M → $88.8M (+$1.39M)
0% more funds holding
Funds holding: 74 → 74 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$2.99M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$2.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.95M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$1.15M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.42M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.16M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.08M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$754K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$686K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCP
76
Clough Capital Partners
Boston,
Massachusetts
| – | -$381K | -33,400 | Closed |
|
|
WAM
77
Weiss Asset Management
Boston,
Massachusetts
| – | -$300K | -26,275 | Closed |
|
78
Squarepoint
New York
| – | -$298K | -26,183 | Closed |
|
|
DA
79
Doliver Advisors
Houston,
Texas
| – | -$146K | -12,807 | Closed |
|
|
VF
80
Virtu Financial
New York
| – | -$127K | -11,159 | Closed |
|
|
BW
81
Biegel & Waller
Columbia,
Maryland
| – | -$121K | -10,634 | Closed |
|
|
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$6K | -535 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -219 | Closed |
|
|
AIM
84
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$1K | -100 | Closed |
|
85
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$322 | +29 | New |
|
JRO Hedge Fund Activity: Q1 2018 in Review
74 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2018, worth a combined $88.8M — up 1.6% from $87.4M a quarter earlier.
Fund positioning in JRO was balanced in Q1 2018: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 19 trimmed.
The largest buyer was Eaton Vance Management, adding an estimated $2.99M. The largest seller was Cohen & Steers, cutting an estimated $1.42M.
- 74 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $88.8M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2018, up 1.6% quarter-over-quarter.
- 12 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2018 and 12 closed out, a net change of 0 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2018 was Eaton Vance Management, an estimated $2.99M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2018 was Cohen & Steers, an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2018.