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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

92 hedge funds and large institutions have $153M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $138M → $153M (+$14.7M)

10% more funds holding

Funds holding: 8492 (+8)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
22
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Seelaus Asset Management
New Jersey
-$87K -10,615 Closed
EW
102
Evoke Wealth
California
-$69K -8,365 Closed
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
-$62K -7,600 Closed
FHA
104
Flagship Harbor Advisors
Massachusetts
-$40K -4,899 Closed
FFA
105
Founders Financial Alliance
North Carolina
-$20K -2,570 Closed

JRO Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2020, worth a combined $153M — up 11% from $138M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JRO positions and 14 closed out — a net gain of 8 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.57M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $9.39M sold.

  • 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2020, up from 84 in Q3 2020.
  • Funds reported $153M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2020, up 11% quarter-over-quarter.
  • 22 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2020 and 14 closed out, a net change of +8 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.57M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2020 was JP Morgan Chase, an estimated $9.39M sold.

Based on aggregated 13F filings for Q4 2020.