We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

81 hedge funds and large institutions have $100M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

2% more capital invested

Capital invested by funds: $98.4M → $100M (+$2.04M)

2% less funds holding

Funds holding: 8381 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
25
Closed
13
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
$16.2M
Bank of America
2
Bank of America
North Carolina
$12.4M -$2.05M -200,543 -14%
GC
3
Guggenheim Capital
Illinois
$5.69M +$176K +17,228 +3%
Morgan Stanley
4
Morgan Stanley
New York
$5.63M -$47K -4,598 -0.8%
Invesco
5
Invesco
Georgia
$5.12M +$1.84M +180,337 +57%
GI
6
Gradient Investments
Minnesota
$4.21M -$178K -17,444 -4%
LCM
7
Laurion Capital Management
New York
$3.18M -$8.01M -782,684 -72%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.92M +$2.19M +214,088 +312%
RCM
9
Robinson Capital Management
Michigan
$2.9M +$2.05M +200,672 +248%
EVM
10
Eaton Vance Management
Massachusetts
$2.79M
CIA
11
Capital Investment Advisors
Georgia
$2.29M +$596K +58,277 +36%
SIA
12
Sit Investment Associates
Minnesota
$2.08M +$270K +26,408 +15%
FFS
13
Founders Financial Securities
Maryland
$1.96M +$1.95M +190,151 New
Wells Fargo
14
Wells Fargo
California
$1.85M +$588K +57,514 +47%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.85M -$113K -11,073 -6%
LPL Financial
16
LPL Financial
California
$1.53M +$87.2K +8,524 +6%
KA
17
Kovack Advisors
Florida
$1.53M +$223K +21,754 +17%
WAM
18
Wolverine Asset Management
Illinois
$1.44M +$125K +12,227 +10%
CA
19
Cetera Advisors
Colorado
$1.34M +$37.5K +3,669 +3%
Stifel Financial
20
Stifel Financial
Missouri
$1.34M +$713K +69,678 +117%
JIP
21
Jaffetilchin Investment Partners
Florida
$1.15M +$63.3K +6,192 +6%
PCP
22
Proficio Capital Partners
Massachusetts
$1.14M +$1.13M +110,306 New
ACP
23
Aviance Capital Partners
Florida
$1.13M +$140K +13,712 +14%
CAN
24
Cetera Advisor Networks
California
$1.02M -$11.6K -1,130 -1%
RJA
25
Raymond James & Associates
Florida
$987K +$82.2K +8,032 +9%

JRO Hedge Fund Activity: Q3 2018 in Review

81 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2018, worth a combined $100M — up 2.1% from $98.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JRO and 11 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 32 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.19M. The largest seller was Laurion Capital Management, cutting an estimated $8.01M.

  • 81 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2018, down from 83 in Q2 2018.
  • Funds reported $100M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 11 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2018 and 13 closed out, a net change of -2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2018 was Thomas J. Herzfeld Advisors, an estimated $2.19M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2018 was Laurion Capital Management, an estimated $8.01M sold.

Based on aggregated 13F filings for Q3 2018.