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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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88 hedge funds and large institutions have $99.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

6% more capital invested

Capital invested by funds: $93.4M → $99.4M (+$6.02M)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

4% less funds holding

Funds holding: 92 → 88 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
10
Increased
30
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$2.76M
2
LC
Lindbrook Capital
California
+$2.3M
3
RCM
Rivernorth Capital Management
Florida
+$1.77M
4
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.18M
5
MIG
Mariner Investment Group
New York
+$965K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.67M
2
SCM
Saba Capital Management
New York
-$2.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.33M
4
JIP
Jaffetilchin Investment Partners
Florida
-$990K
5
GI
Gradient Investments
Minnesota
-$779K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$18K – – –
IA
77
IFP Advisors
Florida
$17K -$843 -86 -5%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$15.6K +$102K +10,390 New
S
79
SignatureFD
Georgia
$14K +$14.7K +1,500 New
ASN
80
Advisory Services Network
Georgia
$11K – – –
FIA
81
FNY Investment Advisers
New York
$10K +$11.2K +1,139 New
AIM
82
Anchor Investment Management
South Carolina
$9.59K – – –
SNT
83
Security National Trust
West Virginia
$7K – – –
SIM
84
Sonora Investment Management
Arizona
$5K +$5.14K +525 New
RCAG
85
Rehmann Capital Advisory Group
Michigan
$3.83K – – –
Citigroup
86
Citigroup
New York
$2K – – –
PCG
87
Private Capital Group
Connecticut
$2K – – –
JIR
88
James Investment Research
Ohio
$1K – – –
SCM
89
Saba Capital Management
New York
– -$2.4M -266,251 Closed
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
– -$1.33M -147,952 Closed
JIP
91
Jaffetilchin Investment Partners
Florida
– -$990K -109,783 Closed
VF
92
Virtu Financial
New York
– -$405K -44,891 Closed
AIC
93
Ameritas Investment Company
Nebraska
– -$199K -22,048 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$165K -18,314 Closed
WKWM
95
Walter & Keenan Wealth Management
Indiana
– -$124K -13,800 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$11K -1,222 Closed
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
– -$9K -1,050 Closed
MOS
98
MGO One Seven
Ohio
– -$5K -573 Closed
EWM
99
Executive Wealth Management
Michigan
– -$5K -500 Closed
PCP
100
Proficio Capital Partners
Massachusetts
– -$2K -260 Closed
1 2 3
4

JRO Hedge Fund Activity: Q1 2019 in Review

88 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2019, worth a combined $99.4M — up 6.4% from $93.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 30 added.

The largest buyer was Eaton Vance Management, adding an estimated $2.76M. The largest seller was JP Morgan Chase, cutting an estimated $3.67M.

  • 88 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2019, down from 92 in Q4 2018.
  • Funds reported $99.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2019 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2019 was Eaton Vance Management, an estimated $2.76M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2019 was JP Morgan Chase, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2019.