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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

74 hedge funds and large institutions have $87.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

23% more funds holding

Funds holding: 6074 (+14)

1% more capital invested

Capital invested by funds: $86.6M → $87.4M (+$796K)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$18.1M
Bank of America
2
Bank of America
North Carolina
$14.5M +$60.9K +5,391 +0.4%
GC
3
Guggenheim Capital
Illinois
$6.87M -$593K -52,462 -8%
Morgan Stanley
4
Morgan Stanley
New York
$6.79M +$73.3K +6,490 +1%
GI
5
Gradient Investments
Minnesota
$5.09M -$244K -21,620 -5%
Invesco
6
Invesco
Georgia
$3.37M -$195K -17,222 -6%
EVM
7
Eaton Vance Management
Massachusetts
$3.07M
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.62M +$1.14M +100,811 +78%
FFS
9
Founders Financial Securities
Maryland
$2.21M +$22.8K +2,022 +1%
Cohen & Steers
10
Cohen & Steers
New York
$1.56M +$111K +9,841 +8%
KA
11
Kovack Advisors
Florida
$1.49M +$455K +40,245 +45%
SIA
12
Sit Investment Associates
Minnesota
$1.28M +$1.27M +112,152 New
CAN
13
Cetera Advisor Networks
California
$1.16M +$1.15M +101,430 New
AAM
14
Advisors Asset Management
Colorado
$1.08M -$145K -12,849 -12%
CA
15
Cetera Advisors
Colorado
$1.08M +$1.07M +94,562 New
Wells Fargo
16
Wells Fargo
California
$1.04M -$1.14M -100,909 -52%
RJA
17
Raymond James & Associates
Florida
$912K +$125K +11,072 +16%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$908K +$30.8K +2,727 +4%
SWP
19
Stratos Wealth Partners
Ohio
$892K -$9.67K -856 -1%
ACP
20
Aviance Capital Partners
Florida
$872K +$58.7K +5,197 +7%
PMG
21
ProVise Management Group
Florida
$783K -$12.6K -1,111 -2%
COLIM
22
City of London Investment Management
United Kingdom
$754K +$748K +66,191 New
BRWA
23
B. Riley Wealth Advisors
Florida
$708K -$35.6K -3,148 -5%
HK
24
Horizon Kinetics
New York
$683K
Ameriprise
25
Ameriprise
Minnesota
$640K +$42.1K +3,724 +7%

JRO Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2017, worth a combined $87.4M — up 0.92% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JRO positions and 6 closed out — a net gain of 14 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $1.14M.

  • 74 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2017, up from 60 in Q3 2017.
  • Funds reported $87.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2017, up 0.92% quarter-over-quarter.
  • 20 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2017 and 6 closed out, a net change of +14 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $1.27M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2017 was Wells Fargo, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2017.