Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
92 hedge funds and large institutions have $93.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
14% more funds holding
Funds holding: 81 → 92 (+11)
7% less capital invested
Capital invested by funds: $100M → $93.4M (-$7.06M)
34% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.71M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.88M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.63M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.45M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.45M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$3.18M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$2.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.85M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Koshinski Asset Management
Decatur,
Illinois
| – | -$105K | -10,162 | Closed |
|
|
SPIA
102
Steward Partners Investment Advisory
New York
| – | -$54K | -5,244 | Closed |
|
|
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$4K | -400 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | New |
|
JRO Hedge Fund Activity: Q4 2018 in Review
92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2018, worth a combined $93.4M — down 7% from $100M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new JRO positions and 12 closed out — a net gain of 11 holders — while 21 added to existing stakes and 32 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.71M. The largest seller was Bank of America, cutting an estimated $3.45M.
- 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2018, up from 81 in Q3 2018.
- Funds reported $93.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2018, down 7% quarter-over-quarter.
- 23 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2018 and 12 closed out, a net change of +11 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2018 was Goldman Sachs, an estimated $4.71M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2018 was Bank of America, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2018.