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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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80 hedge funds and large institutions have $123M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $108M → $123M (+$15.4M)

5% less funds holding

Funds holding: 84 → 80 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.46M
2
Bank of America
Bank of America
North Carolina
+$6.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$357K
4
SFS
Shaker Financial Services
Virginia
+$354K
5
AA
AQR Arbitrage
Connecticut
+$354K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46M
2
VEA
Virtus ETF Advisers
New York
-$1.68M
3
FFS
Founders Financial Securities
Maryland
-$1.07M
4
UBS Group
UBS Group
Switzerland
-$715K
5
RCM
Rivernorth Capital Management
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
76
Robinson Capital Management
Michigan
$6K – – –
SNT
77
Security National Trust
West Virginia
$6K – – –
WCG
78
Weaver Consulting Group
California
$2K +$2.31K +300 New
HF
79
HRT Financial
New York
– -$455K -61,300 Closed
ECM
80
ExodusPoint Capital Management
New York
– -$353K -47,496 Closed
SWP
81
Stratos Wealth Partners
Ohio
– -$95K -12,838 Closed
AWM
82
AE Wealth Management
Kansas
– -$91K -12,189 Closed
OC
83
Oppenheimer & Co
New York
– -$89K -11,886 Closed
AAS
84
Avantax Advisory Services
Texas
– -$78K -10,539 Closed
NFG
85
Next Financial Group
Texas
– -$60K -8,109 Closed
BWA
86
BDO Wealth Advisors
Florida
– -$44K -5,909 Closed
TRCT
87
Tower Research Capital (TRC)
New York
– -$26K -3,543 Closed
BC
88
Bartlett & Co
Ohio
– -$26K -3,500 Closed
BCWM
89
Bartlett & Co Wealth Management
Ohio
– -$26.2K -3,500 Closed
S
90
SignatureFD
Georgia
– -$11K -1,500 Closed
WQ
91
Wealth Quarterback
New Jersey
– -$8.23K -1,107 Closed
1 2 3
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JRO Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2020, worth a combined $123M — up 14% from $108M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 9 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Saba Capital Management, adding an estimated $8.46M. The largest seller was Morgan Stanley, cutting an estimated $2.46M.

  • 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2020, down from 84 in Q1 2020.
  • Funds reported $123M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2020, up 14% quarter-over-quarter.
  • 9 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2020 and 13 closed out, a net change of -4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2020 was Saba Capital Management, an estimated $8.46M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2020 was Morgan Stanley, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2020.