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JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

83 hedge funds and large institutions have $98.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

12% more funds holding

Funds holding: 7483 (+9)

11% more capital invested

Capital invested by funds: $88.8M → $98.4M (+$9.65M)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
25
Reduced
23
Closed
5
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
$16.4M -$91.2K -8,541 -0.5%
Bank of America
2
Bank of America
North Carolina
$14.6M -$429K -40,191 -3%
LCM
3
Laurion Capital Management
New York
$11.4M +$8.85M +828,467 +315%
Morgan Stanley
4
Morgan Stanley
New York
$5.73M -$83.9K -7,851 -1%
GC
5
Guggenheim Capital
Illinois
$5.57M -$1.29M -120,746 -18%
GI
6
Gradient Investments
Minnesota
$4.43M -$257K -24,030 -5%
Invesco
7
Invesco
Georgia
$3.29M -$5.83K -546 -0.2%
EVM
8
Eaton Vance Management
Massachusetts
$2.8M -$2.88M -269,352 -50%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.99M -$861K -80,645 -30%
SIA
10
Sit Investment Associates
Minnesota
$1.83M +$1.34M +125,367 +249%
CIA
11
Capital Investment Advisors
Georgia
$1.7M +$1.74M +163,363 New
LPL Financial
12
LPL Financial
California
$1.45M +$766K +71,671 +105%
NMC
13
Nine Masts Capital
Hong Kong
$1.45M +$1.49M +139,700 New
DA
14
Doliver Advisors
Texas
$1.35M +$1.39M +129,778 New
WAM
15
Wolverine Asset Management
Illinois
$1.32M +$1.23M +115,074 +935%
CA
16
Cetera Advisors
Colorado
$1.31M +$1.35M +126,275 New
KA
17
Kovack Advisors
Florida
$1.31M -$253K -23,644 -16%
Wells Fargo
18
Wells Fargo
California
$1.27M +$53.3K +4,990 +4%
AAM
19
Advisors Asset Management
Colorado
$1.18M -$9.05K -847 -0.7%
JIP
20
Jaffetilchin Investment Partners
Florida
$1.1M +$19.2K +1,798 +2%
CAN
21
Cetera Advisor Networks
California
$1.05M +$1.07M +100,527 New
ACP
22
Aviance Capital Partners
Florida
$999K +$123K +11,480 +14%
RJA
23
Raymond James & Associates
Florida
$913K +$2.41K +226 +0.3%
SWP
24
Stratos Wealth Partners
Ohio
$879K +$38.6K +3,610 +4%
RCM
25
Robinson Capital Management
Michigan
$843K +$865K +80,953 New

JRO Hedge Fund Activity: Q2 2018 in Review

83 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2018, worth a combined $98.4M — up 11% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JRO positions and 5 closed out — a net gain of 10 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $8.85M. The largest seller was Eaton Vance Management, cutting an estimated $2.88M.

  • 83 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $98.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2018, up 11% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2018 and 5 closed out, a net change of +10 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $8.85M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2018 was Eaton Vance Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2018.