We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

69 hedge funds and large institutions have $86.3M invested in Nuveen Floating Rate Income Opportunty Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

6% more funds holding

Funds holding: 6569 (+4)

5% more capital invested

Capital invested by funds: $82.2M → $86.3M (+$4.08M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
19
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$17.1M +$1.12M +92,491 +7%
GC
2
Guggenheim Capital
Illinois
$11.9M -$5.04M -415,686 -30%
Morgan Stanley
3
Morgan Stanley
New York
$7.7M +$597K +49,202 +8%
MIG
4
Mariner Investment Group
New York
$6.27M +$6.23M +513,937 New
WCM
5
Windsor Capital Management
Arizona
$4.42M -$87.5K -7,215 -2%
AAM
6
Advisors Asset Management
Colorado
$3.44M -$1.32M -108,532 -28%
LPL Financial
7
LPL Financial
California
$3.42M -$685K -56,460 -17%
TAM
8
Trust Asset Management
Texas
$2.91M +$2.89M +238,379 New
RCM
9
Rivernorth Capital Management
Florida
$2.83M -$2.28M -188,026 -45%
ACM
10
Aviance Capital Management
Florida
$2.1M +$1.96M +161,737 +1,527%
HK
11
Horizon Kinetics
New York
$1.93M -$5.3K -437 -0.3%
CA
12
Cornerstone Advisors
North Carolina
$1.55M +$1.2M +98,867 +352%
ARC
13
Absolute Return Capital
Massachusetts
$1.4M -$51.4K -4,234 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.35M -$220K -18,099 -14%
PMG
15
ProVise Management Group
Florida
$1.15M +$138K +11,362 +14%
CA
16
Cetera Advisors
Colorado
$974K -$64.5K -5,317 -6%
WAM
17
Wolverine Asset Management
Illinois
$888K +$79K +6,511 +10%
GI
18
Gradient Investments
Minnesota
$862K +$336K +27,664 +64%
Cohen & Steers
19
Cohen & Steers
New York
$841K -$316K -26,089 -27%
Bank of America
20
Bank of America
North Carolina
$831K -$444K -36,596 -35%
U
21
UBS
Switzerland
$787K +$110K +9,075 +16%
RCM
22
Robinson Capital Management
Michigan
$726K +$721K +59,479 New
Wells Fargo
23
Wells Fargo
California
$666K +$157K +12,907 +31%
PPA
24
Parametric Portfolio Associates
Washington
$616K +$70.6K +5,824 +13%
Ameriprise
25
Ameriprise
Minnesota
$584K -$132K -10,896 -19%

JRO Hedge Fund Activity: Q1 2014 in Review

69 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2014, worth a combined $86.3M — up 5% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRO positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Mariner Investment Group, opening a new position worth an estimated $6.23M. The largest seller was Guggenheim Capital, cutting an estimated $5.04M.

  • 69 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2014, up from 65 in Q4 2013.
  • Funds reported $86.3M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2014, up 5% quarter-over-quarter.
  • 10 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2014 was Mariner Investment Group, an estimated $6.23M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2014 was Guggenheim Capital, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2014.