Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
54 hedge funds and large institutions have $72.8M invested in Nuveen Floating Rate Income Opportunty Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
77% more capital inflows, than outflows
Capital inflows: $13.5M | Capital outflows: $7.62M
20% more funds holding
Funds holding: 45 → 54 (+9)
1.41% more ownership
Funds ownership: 16.09% → 17.5% (+1.4%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
+$5.72M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.56M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.33M |
| 4 |
ProVise Management Group
Clearwater,
Florida
|
+$667K |
| 5 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$575K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
-$2.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.71M |
| 3 |
Aviance Capital Management
Sarasota,
Florida
|
-$1.07M |
| 4 |
Wedbush Securities
Los Angeles,
California
|
-$593K |
| 5 |
First Allied Advisory Services
San Diego,
California
|
-$408K |
JRO Hedge Fund Activity: Q3 2013 in Review
54 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2013, worth a combined $72.8M — up 1.6% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JRO positions and 5 closed out — a net gain of 9 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $5.72M. The largest seller was Advisors Asset Management, cutting an estimated $2.2M.
- 54 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2013, up from 45 in Q2 2013.
- Funds reported $72.8M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2013, up 1.6% quarter-over-quarter.
- 14 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2013 and 5 closed out, a net change of +9 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2013 was Guggenheim Capital, an estimated $5.72M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2013 was Advisors Asset Management, an estimated $2.2M sold.
Based on aggregated 13F filings for Q3 2013.