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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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84 hedge funds and large institutions have $138M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $123M → $138M (+$15M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$12.6M
2
BI
Bulldog Investors
New Jersey
+$1.64M
3
SIA
Sit Investment Associates
Minnesota
+$1.01M
4
CCP
Clough Capital Partners
Massachusetts
+$776K
5
Bank of America
Bank of America
North Carolina
+$775K

Top Sellers

1
MC
Matisse Capital
Oregon
-$3.28M
2
RCM
Rivernorth Capital Management
Florida
-$1.15M
3
SFS
Shaker Financial Services
Virginia
-$778K
4
Cohen & Steers
Cohen & Steers
New York
-$775K
5
FFS
Founders Financial Securities
Maryland
-$431K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
76
Princeton Global Asset Management
New Jersey
$17K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$8K -$32.6K -4,034 -80%
GWM
78
Geneos Wealth Management
Colorado
$8K -$7.67K -950 -49%
RCM
79
Robinson Capital Management
Michigan
$6K – – –
SNT
80
Security National Trust
West Virginia
$6K – – –
HFS
81
Horizon Financial Services
North Carolina
$6K +$6.37K +788 New
ME
82
McIlrath & Eck
Washington
$2K +$2.02K +250 New
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$100 – – –
MC
84
Matisse Capital
Oregon
– -$3.28M -417,452 Closed
SFS
85
Shaker Financial Services
Virginia
– -$778K -99,164 Closed
LCM
86
Landscape Capital Management
New Jersey
– -$244K -31,035 Closed
MA
87
Mutual Advisors
Nebraska
– -$113K -14,419 Closed
WIA
88
World Investment Advisors
California
– -$114K -13,900 Closed
WCM
89
Windsor Capital Management
Arizona
– -$102K -13,069 Closed
DA
90
Doliver Advisors
Texas
– -$101K -12,850 Closed
PAG
91
Private Advisor Group
New Jersey
– -$50K -6,360 Closed
WCG
92
Weaver Consulting Group
California
– -$2K -300 Closed
1 2 3
4

JRO Hedge Fund Activity: Q3 2020 in Review

84 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2020, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRO positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.6M. The largest seller was Matisse Capital, exiting entirely with an estimated $3.28M sold.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $138M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2020 was Saba Capital Management, an estimated $12.6M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2020 was Matisse Capital, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2020.