Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
65 hedge funds and large institutions have $82.2M invested in Nuveen Floating Rate Income Opportunty Fund in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
20% more funds holding
Funds holding: 54 → 65 (+11)
13% more capital invested
Capital invested by funds: $72.8M → $82.2M (+$9.49M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.06M |
| 2 |
Morgan Stanley
New York
|
+$2.92M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.12M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$798K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.36M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$872K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$651K |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$400K |
JRO Hedge Fund Activity: Q4 2013 in Review
65 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2013, worth a combined $82.2M — up 13% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JRO positions and 8 closed out — a net gain of 11 holders — while 16 added to existing stakes and 21 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.06M. The largest seller was LPL Financial, cutting an estimated $2.36M.
- 65 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2013, up from 54 in Q3 2013.
- Funds reported $82.2M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2013, up 13% quarter-over-quarter.
- 19 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2013 and 8 closed out, a net change of +11 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2013 was Rivernorth Capital Management, an estimated $5.06M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2013 was LPL Financial, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2013.