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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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85 hedge funds and large institutions have $172M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

12% more capital invested

Capital invested by funds: $153M → $172M (+$18.7M)

8% less funds holding

Funds holding: 92 → 85 (-7)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
27
Reduced
23
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$3.57M
3
Morgan Stanley
Morgan Stanley
New York
+$2.18M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$973K
5
SFS
Shaker Financial Services
Virginia
+$931K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$6.9M
2
EVM
Eaton Vance Management
Massachusetts
-$2.49M
3
LCM
Landscape Capital Management
New Jersey
-$2.39M
4
RCM
Rivernorth Capital Management
Florida
-$2.06M
5
AA
AQR Arbitrage
Connecticut
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
76
Princeton Global Asset Management
New Jersey
$20K – – –
ME
77
McIlrath & Eck
Washington
$12K +$9.73K +1,050 +420%
CFGS
78
Concourse Financial Group Securities
Alabama
$10K – – –
GWM
79
Geneos Wealth Management
Colorado
$9K – – –
CBT
80
CoreFirst Bank & Trust
Kansas
$8K – – –
SNT
81
Security National Trust
West Virginia
$7K – – –
AWM
82
Accel Wealth Management
Iowa
$6K +$56 +6 +1%
Citigroup
83
Citigroup
New York
$6K +$5.71K +616 New
RCM
84
Robinson Capital Management
Michigan
$3K -$1.57K -170 -39%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$1K +$1.31K +141 New
LCM
86
Landscape Capital Management
New Jersey
– -$2.39M -275,868 Closed
AA
87
AQR Arbitrage
Connecticut
– -$916K -105,745 Closed
6M
88
6 Meridian
Kansas
– -$641K -74,007 Closed
Millennium Management
89
Millennium Management
New York
– -$425K -49,029 Closed
CRC
90
Curi RMB Capital
Illinois
– -$368K -42,537 Closed
WAM
91
Wolverine Asset Management
Illinois
– -$216K -24,951 Closed
MM
92
Main Management
California
– -$156K -18,000 Closed
MC
93
Matisse Capital
Oregon
– -$142K -16,400 Closed
HighTower Advisors
94
HighTower Advisors
Illinois
– -$130K -15,000 Closed
AIC
95
Ameritas Investment Company
Nebraska
– -$126K -14,500 Closed
Cerity Partners
96
Cerity Partners
New York
– -$97K -11,221 Closed
Jane Street
97
Jane Street
New York
– -$93K -10,736 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$92K -10,622 Closed
TC
99
Telemus Capital
Michigan
– -$91K -10,470 Closed
VF
100
Virtu Financial
New York
– -$90K -10,433 Closed
1 2 3
4
5

JRO Hedge Fund Activity: Q1 2021 in Review

85 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2021, worth a combined $172M — up 12% from $153M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of JRO and 12 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $10.4M. The largest seller was Gradient Investments, cutting an estimated $6.9M.

  • 85 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $172M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 12 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2021 and 19 closed out, a net change of -7 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2021 was Kohlberg Kravis Roberts & Co, an estimated $10.4M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2021 was Gradient Investments, an estimated $6.9M sold.

Based on aggregated 13F filings for Q1 2021.