We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

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

Back to rankings

75 hedge funds and large institutions have $104M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

11% less funds holding

Funds holding: 84 → 75 (-9)

12% less capital invested

Capital invested by funds: $118M → $104M (-$13.6M)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
75
Holders Change
-9
Holders Change %
-10.71%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.18M
2
GC
Guggenheim Capital
Illinois
+$1.74M
3
IAIM
International Assets Investment Management
Florida
+$1.42M
4
Morgan Stanley
Morgan Stanley
New York
+$1.28M
5
RJA
Raymond James & Associates
Florida
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.33M
2
CIA
Capital Investment Advisors
Georgia
-$4.44M
3
SIA
Sit Investment Associates
Minnesota
-$4.25M
4
1CP
1607 Capital Partners
Virginia
-$3.69M
5
SFS
Shaker Financial Services
Virginia
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
76
Shaker Financial Services
Virginia
– -$2.04M -201,076 Closed
PAS
77
Park Avenue Securities
New York
– -$1.17M -115,420 Closed
PPA
78
Parametric Portfolio Associates
Washington
– -$1.07M -105,405 Closed
WS
79
Wela Strategies
Georgia
– -$901K -88,949 Closed
ICMP
80
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$209K -20,706 Closed
Millennium Management
81
Millennium Management
New York
– -$176K -17,392 Closed
AC
82
Aristides Capital
Kentucky
– -$154K -15,178 Closed
FM
83
Family Management
New York
– -$127K -12,513 Closed
CCM
84
CTC Capital Management
Illinois
– -$109K -10,730 Closed
SWP
85
Stratos Wealth Partners
Ohio
– -$102K -10,023 Closed
SWM
86
Spire Wealth Management
Virginia
– -$61K -6,000 Closed
SCM
87
Segantii Capital Management
Hong Kong
– -$29K -2,850 Closed
HR
88
Howe & Rusling
New York
– -$13K -1,300 Closed
GWM
89
Geneos Wealth Management
Colorado
– -$10K -1,000 Closed
LC
90
Lindbrook Capital
California
– -$6.17K -616 -96%
1 2 3
4

JRO Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2022, worth a combined $104M — down 12% from $118M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JRO and 8 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 30 added.

The largest buyer was LPL Financial, adding an estimated $4.18M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $8.33M sold.

  • 75 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $104M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 8 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2022 and 16 closed out, a net change of -8 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2022 was LPL Financial, an estimated $4.18M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2022 was Rivernorth Capital Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q1 2022.