Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
83 hedge funds and large institutions have $98.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
12% more funds holding
Funds holding: 74 → 83 (+9)
11% more capital invested
Capital invested by funds: $88.8M → $98.4M (+$9.65M)
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$8.85M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.74M |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$1.49M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.39M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$2.88M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$2.12M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.29M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$861K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$429K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFPT
76
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $5K | – | – | – |
|
77
Citigroup
New York
| $2K | – | – | – |
|
|
JIR
78
James Investment Research
Alpha,
Ohio
| $2K | – | – | – |
|
|
PCG
79
Private Capital Group
West Hartford,
Connecticut
| $2K | – | – | – |
|
|
SPIA
80
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
PMG
81
ProVise Management Group
Clearwater,
Florida
| $668 | -$14.8K | -1,388 | -2% |
|
|
FFS
82
Founders Financial Securities
Towson,
Maryland
| – | -$2.12M | -194,103 | Closed |
|
|
OFG
83
OTA Financial Group
Purchase,
New York
| – | -$271K | -24,847 | Closed |
|
|
FFA
84
First Foundation Advisors
Irvine,
California
| – | -$139K | -12,705 | Closed |
|
|
GRP
85
Global Retirement Partners
San Rafael,
California
| – | -$5K | -500 | Closed |
|
|
PCM
86
Penserra Capital Management
Orinda,
California
| – | +$50.4K | +4,714 | +33% |
|
JRO Hedge Fund Activity: Q2 2018 in Review
83 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2018, worth a combined $98.4M — up 11% from $88.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JRO positions and 5 closed out — a net gain of 10 holders — while 25 added to existing stakes and 23 trimmed.
The largest buyer was Laurion Capital Management, adding an estimated $8.85M. The largest seller was Eaton Vance Management, cutting an estimated $2.88M.
- 83 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2018, up from 74 in Q1 2018.
- Funds reported $98.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2018, up 11% quarter-over-quarter.
- 15 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2018 and 5 closed out, a net change of +10 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $8.85M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2018 was Eaton Vance Management, an estimated $2.88M sold.
Based on aggregated 13F filings for Q2 2018.