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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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68 hedge funds and large institutions have $96.3M invested in Nuveen Floating Rate Income Opportunty Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $98.6M → $96.3M (-$2.33M)

1% less funds holding

Funds holding: 69 → 68 (-1)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$3.41M
2
LCM
Laurion Capital Management
New York
+$2.2M
3
FFA
First Foundation Advisors
California
+$1.49M
4
Bank of America
Bank of America
North Carolina
+$1.05M
5
UBS Group
UBS Group
Switzerland
+$1.04M

Top Sellers

1
MIG
Mariner Investment Group
New York
-$3.65M
2
RCM
Rivernorth Capital Management
Florida
-$2.56M
3
YMRC
Yorktown Management & Research Company
Virginia
-$2.07M
4
LPL Financial
LPL Financial
California
-$1.07M
5
WCM
Windsor Capital Management
Arizona
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$12.3M – – –
Morgan Stanley
2
Morgan Stanley
New York
$9.56M -$40.7K -3,989 -0.4%
GC
3
Guggenheim Capital
Illinois
$8.45M -$490K -48,045 -6%
Bank of America
4
Bank of America
North Carolina
$8.18M +$1.05M +102,541 +15%
Invesco
5
Invesco
Georgia
$7.95M -$869K -85,168 -10%
ZIG
6
Zuckerman Investment Group
Illinois
$4.31M -$52.7K -5,167 -1%
CIA
7
Capital Investment Advisors
Georgia
$3.72M +$3.41M +334,003 +1,181%
GI
8
Gradient Investments
Minnesota
$3.54M +$521K +51,076 +17%
YMRC
9
Yorktown Management & Research Company
Virginia
$2.98M -$2.07M -203,000 -41%
UBS Group
10
UBS Group
Switzerland
$2.82M +$1.04M +101,537 +59%
RCM
11
Rivernorth Capital Management
Florida
$2.59M -$2.56M -250,891 -50%
EVM
12
Eaton Vance Management
Massachusetts
$2.47M – – –
LCM
13
Laurion Capital Management
New York
$2.22M +$2.2M +216,051 New
Wells Fargo
14
Wells Fargo
California
$2.11M -$1.05M -103,234 -33%
SWP
15
Stratos Wealth Partners
Ohio
$1.89M +$13K +1,278 +0.7%
CS
16
Credit Suisse
Switzerland
$1.82M +$603K +59,111 +50%
FFA
17
First Foundation Advisors
California
$1.68M +$1.49M +146,320 +865%
Cohen & Steers
18
Cohen & Steers
New York
$1.63M +$116K +11,369 +8%
LPL Financial
19
LPL Financial
California
$1.47M -$1.07M -105,183 -42%
PCP
20
Proficio Capital Partners
Massachusetts
$1.27M +$460K +45,120 +61%
KC
21
Kellner Capital
New York
$881K – – –
PMG
22
ProVise Management Group
Florida
$878K +$10.2K +997 +1%
AAM
23
Advisors Asset Management
Colorado
$823K -$19.1K -1,877 -2%
WCM
24
Windsor Capital Management
Arizona
$781K -$1.06M -104,425 -58%
RCM
25
Robinson Capital Management
Michigan
$736K -$204K -20,000 -22%
1
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JRO Hedge Fund Activity: Q2 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2016, worth a combined $96.3M — down 2.4% from $98.6M a quarter earlier.

Fund positioning in JRO was balanced in Q2 2016: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 24 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $3.41M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $3.65M sold.

  • 68 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2016, down from 69 in Q1 2016.
  • Funds reported $96.3M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2016, down 2.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2016 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2016 was Capital Investment Advisors, an estimated $3.41M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2016 was Mariner Investment Group, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2016.