Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
76 hedge funds and large institutions have $86.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.
0% less capital invested
Capital invested by funds: $86.7M → $86.4M (-$326K)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
5% less funds holding
Funds holding: 80 → 76 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.81M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.81M |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$1.08M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$792K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$2.28M |
| 2 |
Morgan Stanley
New York
|
-$1.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$798K |
| 4 |
LPL Financial
San Diego,
California
|
-$486K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
76
Quantedge Capital
Singapore
| – | -$110K | -13,500 | Closed |
|
|
BCM
77
Bluefin Capital Management
New York
| – | -$99K | -12,126 | Closed |
|
|
PHS
78
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$87K | -10,600 | Closed |
|
|
CA
79
CoreCap Advisors
Southfield,
Michigan
| – | -$84K | -10,315 | Closed |
|
|
AF
80
Allworth Financial
Folsom,
California
| – | -$16K | -2,000 | Closed |
|
|
CFGS
81
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$8.48K | -1,000 | Closed |
|
|
HBW
82
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$6K | -788 | Closed |
|
|
LC
83
Lindbrook Capital
Calabasas,
California
| – | -$1.56K | -184 | -87% |
|
84
Fidelity Investments
Boston,
Massachusetts
| – | +$8 | +1 | New |
|
JRO Hedge Fund Activity: Q3 2022 in Review
76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2022, worth a combined $86.4M — down 0.38% from $86.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JRO and 5 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 27 added.
The largest buyer was City of London Investment Management, opening a new position worth an estimated $1.81M. The largest seller was Eaton Vance Management, cutting an estimated $2.28M.
- 76 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2022, down from 80 in Q2 2022.
- Funds reported $86.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2022, down 0.38% quarter-over-quarter.
- 5 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2022 was City of London Investment Management, an estimated $1.81M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2022 was Eaton Vance Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q3 2022.