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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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89 hedge funds and large institutions have $109M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $99.4M → $109M (+$9.41M)

1% more funds holding

Funds holding: 88 → 89 (+1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
33
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.32M
2
VEA
Virtus ETF Advisers
New York
+$2.98M
3
CRC
Curi RMB Capital
Illinois
+$1.5M
4
RCM
Rivernorth Capital Management
Florida
+$1.27M
5
RCM
Robinson Capital Management
Michigan
+$975K

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.29M
2
Bank of America
Bank of America
North Carolina
-$2.19M
3
FFS
Founders Financial Securities
Maryland
-$1.97M
4
OFG
OTA Financial Group
New York
-$523K
5
JP Morgan Chase
JP Morgan Chase
New York
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$49K -$9.45K -967 -16%
CFB
77
Cullen/Frost Bankers
Texas
$49K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$49K +$49.3K +5,044 New
GWM
79
Geneos Wealth Management
Colorado
$18K – – –
S
80
SignatureFD
Georgia
$15K – – –
ASN
81
Advisory Services Network
Georgia
$10K -$1.86K -190 -16%
AIM
82
Anchor Investment Management
South Carolina
$9.74K – – –
SNT
83
Security National Trust
West Virginia
$7K – – –
FIA
84
FNY Investment Advisers
New York
$5K -$5.59K -572 -50%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$3.89K – – –
RCM
86
Rivernorth Capital Management
Florida
$3.62K +$1.27M +130,143 +54%
PCG
87
Private Capital Group
Connecticut
$3K – – –
JIR
88
James Investment Research
Ohio
$1K – – –
KKRC
89
Kohlberg Kravis Roberts & Co
New York
– -$2.29M -238,225 Closed
FFS
90
Founders Financial Securities
Maryland
– -$1.97M -201,681 Closed
OFG
91
OTA Financial Group
New York
– -$523K -54,568 Closed
WAM
92
Weiss Asset Management
Massachusetts
– -$469K -48,862 Closed
IWC
93
Integrated Wealth Concepts
Massachusetts
– -$382K -39,835 Closed
BFM
94
Boothbay Fund Management
New York
– -$105K -11,000 Closed
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
– -$15.6K -10,390 Closed
WCM
96
WealthBridge Capital Management
Ohio
– -$54K -5,464 Closed
SIM
97
Sonora Investment Management
Arizona
– -$5K -525 Closed
Citigroup
98
Citigroup
New York
– -$2K -207 Closed
1 2 3
4

JRO Hedge Fund Activity: Q2 2019 in Review

89 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2019, worth a combined $109M — up 9.5% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JRO positions and 10 closed out — a net gain of 2 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.32M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $2.29M sold.

  • 89 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2019, up from 88 in Q1 2019.
  • Funds reported $109M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2019, up 9.5% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2019 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $4.32M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2019 was Kohlberg Kravis Roberts & Co, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2019.