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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

90 hedge funds and large institutions have $116M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $109M → $116M (+$6.89M)

1% more funds holding

Funds holding: 8990 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$48K
CFGS
77
Concourse Financial Group Securities
Alabama
$39K -$9.28K -965 -19%
SFS
78
Sowell Financial Services
Arkansas
$30K +$30.3K +3,147 New
GWM
79
Geneos Wealth Management
Colorado
$18K
S
80
SignatureFD
Georgia
$14K
PAM
81
Panagora Asset Management
Massachusetts
$12K +$12.2K +1,270 New
ASN
82
Advisory Services Network
Georgia
$10K
AIM
83
Anchor Investment Management
South Carolina
$9.54K
SNT
84
Security National Trust
West Virginia
$7K
TFS
85
TrustCore Financial Services
Tennessee
$7K +$6.68K +695 New
FIA
86
FNY Investment Advisers
New York
$5K +$337 +35 +6%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$3.81K
RCM
88
Rivernorth Capital Management
Florida
$3.38K -$167K -17,390 -5%
APA
89
American Portfolios Advisors
New York
$2.91K +$2.93K +305 New
JIR
90
James Investment Research
Ohio
$1K
6M
91
6 Meridian
Kansas
-$634K -65,101 Closed
Millennium Management
92
Millennium Management
New York
-$284K -29,165 Closed
CCP
93
Clough Capital Partners
Massachusetts
-$154K -15,803 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
-$100K -10,224 Closed
PWP
95
Personal Wealth Partners
Minnesota
-$67K -6,874 Closed
PCG
96
Private Capital Group
Connecticut
-$3K -254 Closed

JRO Hedge Fund Activity: Q3 2019 in Review

90 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2019, worth a combined $116M — up 6.3% from $109M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JRO positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Bank of America, cutting an estimated $843K.

  • 90 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2019, up from 89 in Q2 2019.
  • Funds reported $116M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2019 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2019 was Morgan Stanley, an estimated $2.37M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2019 was Bank of America, an estimated $843K sold.

Based on aggregated 13F filings for Q3 2019.