Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
96 hedge funds and large institutions have $92.8M invested in Nuveen Floating Rate Income Opportunty Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 22
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
1% more funds holding
Funds holding: 95 → 96 (+1)
1% more capital invested
Capital invested by funds: $91.5M → $92.8M (+$1.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.3M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.1M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.01M |
| 4 |
Morgan Stanley
New York
|
+$886K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.54M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.7M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.13M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$820K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEG
101
World Equity Group
Schaumburg,
Illinois
| – | -$183K | -14,092 | Closed |
|
102
JP Morgan Chase
New York
| – | -$87K | -10,892 | Closed |
|
|
BAM
103
Belpointe Asset Management
Reno,
Nevada
| – | -$66.2K | -8,250 | Closed |
|
|
AWM
104
Accel Wealth Management
Waverly,
Iowa
| – | -$9.38K | -1,170 | Closed |
|
|
FCA
105
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$2K | -250 | Closed |
|
JRO Hedge Fund Activity: Q2 2023 in Review
96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2023, worth a combined $92.8M — up 1.4% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JRO positions and 8 closed out — a net gain of 3 holders — while 35 added to existing stakes and 22 trimmed.
The largest buyer was AQR Arbitrage, adding an estimated $1.3M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $2.54M sold.
- 96 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2023, up from 95 in Q1 2023.
- Funds reported $92.8M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2023, up 1.4% quarter-over-quarter.
- 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2023 and 8 closed out, a net change of +3 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2023 was AQR Arbitrage, an estimated $1.3M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2023 was CAPTRUST Financial Advisors, an estimated $2.54M sold.
Based on aggregated 13F filings for Q2 2023.