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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 $83.7M invested in Nuveen Floating Rate Income Opportunty Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more funds holding

Funds holding: 60 → 63 (+3)

6% less capital invested

Capital invested by funds: $89.3M → $83.7M (-$5.66M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
Zuckerman Investment Group
Illinois
+$4.68M
2
MIG
Mariner Investment Group
New York
+$2.45M
3
RCM
Rivernorth Capital Management
Florida
+$2.36M
4
KKRC
Kohlberg Kravis Roberts & Co
New York
+$1.22M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$715K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2M
2
TFCM
Taylor Frigon Capital Management
Arizona
-$1.55M
3
Invesco
Invesco
Georgia
-$1.01M
4
AAM
Advisors Asset Management
Colorado
-$922K
5
DA
Doliver Advisors
Texas
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.3M -$221K -20,951 -2%
Invesco
2
Invesco
Georgia
$10.9M -$1.01M -95,694 -8%
Morgan Stanley
3
Morgan Stanley
New York
$9.45M -$2M -190,272 -17%
Bank of America
4
Bank of America
North Carolina
$4.69M +$487K +46,245 +11%
ZIG
5
Zuckerman Investment Group
Illinois
$4.42M +$4.68M +444,346 New
JP Morgan Chase
6
JP Morgan Chase
New York
$4.21M -$253K -24,000 -5%
YMRC
7
Yorktown Management & Research Company
Virginia
$4M +$211K +20,000 +5%
WCM
8
Windsor Capital Management
Arizona
$3.27M +$38.4K +3,644 +1%
AAM
9
Advisors Asset Management
Colorado
$2.97M -$922K -87,470 -23%
GI
10
Gradient Investments
Minnesota
$2.73M +$264K +25,092 +10%
EVM
11
Eaton Vance Management
Massachusetts
$2.68M – – –
MIG
12
Mariner Investment Group
New York
$2.64M +$2.45M +232,294 +702%
RCM
13
Rivernorth Capital Management
Florida
$2.23M +$2.36M +224,430 New
LPL Financial
14
LPL Financial
California
$1.16M -$264K -25,050 -18%
KKRC
15
Kohlberg Kravis Roberts & Co
New York
$1.16M +$1.22M +116,100 New
Cohen & Steers
16
Cohen & Steers
New York
$1.14M – – –
CA
17
Cetera Advisors
Colorado
$1.06M -$26.6K -2,524 -2%
HK
18
Horizon Kinetics
New York
$883K -$459K -43,574 -33%
OA
19
Oxbow Advisors
Texas
$875K -$354K -33,579 -28%
PMG
20
ProVise Management Group
Florida
$862K -$9.26K -879 -1%
KC
21
Kellner Capital
New York
$755K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$676K +$715K +67,895 New
BA
23
BlackRock Advisors
Delaware
$670K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$661K +$210K +19,938 +43%
Ameriprise
25
Ameriprise
Minnesota
$634K +$45.9K +4,355 +7%
1
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JRO Hedge Fund Activity: Q3 2015 in Review

63 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2015, worth a combined $83.7M — down 6.3% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRO positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Zuckerman Investment Group, opening a new position worth an estimated $4.68M. The largest seller was Morgan Stanley, cutting an estimated $2M.

  • 63 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2015, up from 60 in Q2 2015.
  • Funds reported $83.7M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2015, down 6.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2015 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2015 was Zuckerman Investment Group, an estimated $4.68M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2015 was Morgan Stanley, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2015.