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JRO

Nuveen Floating Rate Income Opportunty Fund
JRO

Delisted

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

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60 hedge funds and large institutions have $75.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less capital invested

Capital invested by funds: $86.3M → $75.4M (-$11M)

13% less funds holding

Funds holding: 69 → 60 (-9)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
60
Holders Change
-9
Holders Change %
-13.04%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.57M
2
Invesco
Invesco
Georgia
+$1.11M
3
AAM
Advisors Asset Management
Colorado
+$1.05M
4
GI
Gradient Investments
Minnesota
+$518K
5
Morgan Stanley
Morgan Stanley
New York
+$433K

Top Sellers

1
MIG
Mariner Investment Group
New York
-$6.27M
2
RCM
Rivernorth Capital Management
Florida
-$2.83M
3
ACM
Aviance Capital Management
Florida
-$2.1M
4
ARC
Absolute Return Capital
Massachusetts
-$1.4M
5
WAM
Wolverine Asset Management
Illinois
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$18.5M +$1.11M +91,063 +7%
GC
2
Guggenheim Capital
Illinois
$13.7M +$1.57M +128,001 +13%
Morgan Stanley
3
Morgan Stanley
New York
$8.29M +$433K +35,404 +6%
AAM
4
Advisors Asset Management
Colorado
$4.56M +$1.05M +85,650 +30%
WCM
5
Windsor Capital Management
Arizona
$4.46M -$38.7K -3,164 -0.9%
LPL Financial
6
LPL Financial
California
$3.44M -$42K -3,433 -1%
TAM
7
Trust Asset Management
Texas
$2.73M -$231K -18,914 -8%
HK
8
Horizon Kinetics
New York
$1.96M -$3.67K -300 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.42M +$44.8K +3,664 +3%
GI
10
Gradient Investments
Minnesota
$1.4M +$518K +42,326 +60%
CA
11
Cornerstone Advisors
North Carolina
$1.4M -$172K -14,050 -11%
PMG
12
ProVise Management Group
Florida
$1.21M +$36.8K +3,009 +3%
U
13
UBS
Switzerland
$1.01M +$204K +16,716 +26%
CA
14
Cetera Advisors
Colorado
$986K -$5.91K -483 -0.6%
Bank of America
15
Bank of America
North Carolina
$781K -$64.2K -5,251 -8%
Wells Fargo
16
Wells Fargo
California
$739K +$59.9K +4,899 +9%
Ameriprise
17
Ameriprise
Minnesota
$611K +$9.38K +767 +2%
TIA
18
Tiemann Investment Advisors
California
$538K +$942 +77 +0.2%
RJA
19
Raymond James & Associates
Florida
$527K -$27.6K -2,255 -5%
WKWM
20
Walter & Keenan Wealth Management
Indiana
$505K -$18.3K -1,500 -4%
SGAM
21
Steinberg Global Asset Management
Florida
$496K +$1.76K +144 +0.4%
OC
22
Oppenheimer & Co
New York
$496K +$94.5K +7,727 +24%
ZA
23
Zazove Associates
Nevada
$429K – – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$364K -$55.6K -4,542 -13%
WS
25
Wedbush Securities
California
$323K -$18.3K -1,500 -5%
1
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JRO Hedge Fund Activity: Q2 2014 in Review

60 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2014, worth a combined $75.4M — down 13% from $86.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of JRO and 6 opened new positions — a net loss of 9 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.57M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $6.27M sold.

  • 60 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2014, down from 69 in Q1 2014.
  • Funds reported $75.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2014, down 13% quarter-over-quarter.
  • 6 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2014 and 15 closed out, a net change of -9 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2014 was Guggenheim Capital, an estimated $1.57M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2014 was Mariner Investment Group, an estimated $6.27M sold.

Based on aggregated 13F filings for Q2 2014.