Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
59 hedge funds and large institutions have $90.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 8 closing their positions.
5% more capital invested
Capital invested by funds: $86.6M → $90.7M (+$4.13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 63 → 59 (-4)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.8M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
+$1.42M |
| 3 |
Cohen & Steers
New York
|
+$979K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$963K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.42M |
| 2 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$2.17M |
| 3 |
SG Americas Securities
New York
|
-$559K |
| 4 |
LCM
Laurion Capital Management
New York
|
-$486K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$310K |
JRO Hedge Fund Activity: Q1 2015 in Review
59 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q1 2015, worth a combined $90.7M — up 4.8% from $86.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JRO and 5 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $2.8M. The largest seller was Invesco, cutting an estimated $3.42M.
- 59 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q1 2015, down from 63 in Q4 2014.
- Funds reported $90.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q1 2015, up 4.8% quarter-over-quarter.
- 5 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q1 2015 and 8 closed out, a net change of -3 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q1 2015 was Morgan Stanley, an estimated $2.8M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q1 2015 was Invesco, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2015.