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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

JRO was delisted on the 28th of July, 2023.

92 hedge funds and large institutions have $93.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

14% more funds holding

Funds holding: 8192 (+11)

7% less capital invested

Capital invested by funds: $100M → $93.4M (-$7.06M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$54K +$58.9K +5,988 New
WCM
77
WealthBridge Capital Management
Ohio
$49K +$53.7K +5,464 New
GWM
78
Geneos Wealth Management
Colorado
$17K -$138K -14,000 -88%
IA
79
IFP Advisors
Florida
$16K +$17.8K +1,811 New
TRCT
80
Tower Research Capital (TRC)
New York
$11K -$44.1K -4,483 -79%
ASN
81
Advisory Services Network
Georgia
$11K
AIM
82
Anchor Investment Management
South Carolina
$9.02K
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$9K
SNT
84
Security National Trust
West Virginia
$7K
EWM
85
Executive Wealth Management
Michigan
$5K +$4.92K +500 New
MOS
86
MGO One Seven
Ohio
$5K +$5.63K +573 New
RCAG
87
Rehmann Capital Advisory Group
Michigan
$3.6K
PCP
88
Proficio Capital Partners
Massachusetts
$2K -$1.08M -110,046 -100%
Citigroup
89
Citigroup
New York
$2K -$33.1K -3,370 -94%
PCG
90
Private Capital Group
Connecticut
$2K
JIR
91
James Investment Research
Ohio
$1K
LCM
92
Laurion Capital Management
New York
-$3.18M -308,837 Closed
RJFSA
93
Raymond James Financial Services Advisors
Florida
-$1.85M -179,606 Closed
CA
94
Cetera Advisors
Colorado
-$1.34M -129,944 Closed
NMC
95
Nine Masts Capital
Hong Kong
-$776K -75,300 Closed
CA
96
Cornerstone Advisors
North Carolina
-$462K -44,856 Closed
G
97
GenTrust
Florida
-$304K -29,353 Closed
PCM
98
Penserra Capital Management
California
-$145K -14,142 Closed
DA
99
Doliver Advisors
Texas
-$135K -13,120 Closed
Millennium Management
100
Millennium Management
New York
-$116K -11,270 Closed

JRO Hedge Fund Activity: Q4 2018 in Review

92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2018, worth a combined $93.4M — down 7% from $100M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JRO positions and 12 closed out — a net gain of 11 holders — while 21 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.71M. The largest seller was Bank of America, cutting an estimated $3.45M.

  • 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $93.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2018, down 7% quarter-over-quarter.
  • 23 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2018 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2018 was Goldman Sachs, an estimated $4.71M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2018 was Bank of America, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2018.