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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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63 hedge funds and large institutions have $86.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 58 → 63 (+5)

8% more capital invested

Capital invested by funds: $79.8M → $86.6M (+$6.77M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
15
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$4.75M
2
RVP
Relative Value Partners
Illinois
+$2.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.3M
4
TAM
Trust Asset Management
Texas
+$1.3M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.12M
2
DA
Doliver Advisors
Texas
-$659K
3
LPL Financial
LPL Financial
California
-$337K
4
GC
Guggenheim Capital
Illinois
-$301K
5
WS
Wedbush Securities
California
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$19.4M +$866K +77,171 +5%
GC
2
Guggenheim Capital
Illinois
$11.6M -$301K -26,789 -3%
Morgan Stanley
3
Morgan Stanley
New York
$9.68M +$1.3M +115,930 +16%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.04M +$4.75M +423,000 +1,763%
AAM
5
Advisors Asset Management
Colorado
$4.14M +$703K +62,620 +21%
WCM
6
Windsor Capital Management
Arizona
$3.89M -$184K -16,421 -5%
TAM
7
Trust Asset Management
Texas
$3.77M +$1.3M +115,421 +53%
RVP
8
Relative Value Partners
Illinois
$2.52M +$2.51M +223,682 New
LPL Financial
9
LPL Financial
California
$2.36M -$337K -30,037 -13%
GI
10
Gradient Investments
Minnesota
$2.3M +$438K +39,066 +24%
Bank of America
11
Bank of America
North Carolina
$2.11M +$1.26M +111,963 +149%
MIG
12
Mariner Investment Group
New York
$1.97M +$842K +75,015 +75%
TFCM
13
Taylor Frigon Capital Management
Arizona
$1.97M +$1.96M +174,385 New
HK
14
Horizon Kinetics
New York
$1.71M -$59K -5,253 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.24M -$151K -13,495 -11%
CA
16
Cetera Advisors
Colorado
$1.12M +$36.7K +3,266 +3%
PMG
17
ProVise Management Group
Florida
$997K -$94K -8,375 -9%
HNB
18
Huntington National Bank
Ohio
$885K – – –
Ameriprise
19
Ameriprise
Minnesota
$682K +$40.7K +3,623 +6%
UBS Group
20
UBS Group
Switzerland
$614K +$611K +54,451 New
SG Americas Securities
21
SG Americas Securities
New York
$559K +$557K +49,632 New
LCM
22
Laurion Capital Management
New York
$486K +$484K +43,139 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$478K +$319K +28,454 +204%
WKWM
24
Walter & Keenan Wealth Management
Indiana
$438K -$16.8K -1,500 -4%
Wells Fargo
25
Wells Fargo
California
$429K -$222K -19,742 -34%
1
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JRO Hedge Fund Activity: Q4 2014 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2014, worth a combined $86.6M — up 8.5% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.75M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.12M.

  • 63 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $86.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2014 and 7 closed out, a net change of +6 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2014 was JP Morgan Chase, an estimated $4.75M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2014.