Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
80 hedge funds and large institutions have $86.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
7% more funds holding
Funds holding: 75 → 80 (+5)
17% less capital invested
Capital invested by funds: $104M → $86.7M (-$17.4M)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HBW
76
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $6K | +$126 | +14 | +2% |
|
|
BCMLT
77
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $5K | – | – | – |
|
78
National Bank of Canada
Montreal,
Quebec, Canada
| $5K | – | – | – |
|
|
LC
79
Lindbrook Capital
Calabasas,
California
| $2K | +$1.65K | +184 | +657% |
|
|
IAIM
80
International Assets Investment Management
Orlando,
Florida
| $896 | -$286K | -31,850 | -23% |
|
|
NCM
81
Next Capital Management
New York
| – | -$2.43M | -239,494 | Closed |
|
|
DAS
82
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$820K | -80,864 | Closed |
|
83
Stifel Financial
St. Louis,
Missouri
| – | -$222K | -21,848 | Closed |
|
|
JIP
84
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$132K | -15,860 | Closed |
|
|
BAM
85
Belpointe Asset Management
Reno,
Nevada
| – | -$119K | -11,800 | Closed |
|
|
FAG
86
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$21K | -2,056 | Closed |
|
|
CDIA
87
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$3K | -250 | Closed |
|
JRO Hedge Fund Activity: Q2 2022 in Review
80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2022, worth a combined $86.7M — down 17% from $104M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JRO positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $5.75M. The largest seller was Bank of America, cutting an estimated $4.85M.
- 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2022, up from 75 in Q1 2022.
- Funds reported $86.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2022, down 17% quarter-over-quarter.
- 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2022 and 8 closed out, a net change of +5 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2022 was Oaktree Capital Management, an estimated $5.75M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2022 was Bank of America, an estimated $4.85M sold.
Based on aggregated 13F filings for Q2 2022.