We are live on ! Find out more
JRO

Nuveen Floating Rate Income Opportunty Fund

Delisted

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

92 hedge funds and large institutions have $93.4M invested in Nuveen Floating Rate Income Opportunty Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

14% more funds holding

Funds holding: 8192 (+11)

7% less capital invested

Capital invested by funds: $100M → $93.4M (-$7.06M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
32
Closed
12
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
$14.2M
Bank of America
2
Bank of America
North Carolina
$7.71M -$3.45M -351,029 -29%
Invesco
3
Invesco
Georgia
$5.25M +$842K +85,578 +17%
GC
4
Guggenheim Capital
Illinois
$5.12M +$153K +15,588 +3%
Morgan Stanley
5
Morgan Stanley
New York
$5.01M +$102K +10,349 +2%
Goldman Sachs
6
Goldman Sachs
New York
$4.32M +$4.71M +478,796 New
GI
7
Gradient Investments
Minnesota
$4.04M +$396K +40,233 +10%
LC
8
Lindbrook Capital
California
$2.89M +$3.16M +320,887 New
Stifel Financial
9
Stifel Financial
Missouri
$2.66M +$1.63M +165,272 +128%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.52M -$32.1K -3,269 -1%
EVM
11
Eaton Vance Management
Massachusetts
$2.49M
SCM
12
Saba Capital Management
New York
$2.4M +$1.88M +191,200 +255%
CIA
13
Capital Investment Advisors
Georgia
$2.38M +$415K +42,192 +19%
FFS
14
Founders Financial Securities
Maryland
$1.84M +$134K +13,630 +7%
SIA
15
Sit Investment Associates
Minnesota
$1.79M -$30.9K -3,144 -2%
AAM
16
Advisors Asset Management
Colorado
$1.47M +$1.06M +107,695 +195%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$1.45M +147,952 New
LPL Financial
18
LPL Financial
California
$1.32M -$20.2K -2,052 -1%
KA
19
Kovack Advisors
Florida
$1.29M -$50.1K -5,095 -3%
IECM
20
Intrinsic Edge Capital Management
Illinois
$1.22M +$1.33M +135,000 New
KKRC
21
Kohlberg Kravis Roberts & Co
New York
$1.07M +$1.16M +118,209 New
JIP
22
Jaffetilchin Investment Partners
Florida
$990K -$16.8K -1,707 -2%
ACP
23
Aviance Capital Partners
Florida
$974K -$16.4K -1,665 -2%
MIG
24
Mariner Investment Group
New York
$949K +$100K +10,216 +11%
SWP
25
Stratos Wealth Partners
Ohio
$867K +$70.1K +7,125 +8%

JRO Hedge Fund Activity: Q4 2018 in Review

92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2018, worth a combined $93.4M — down 7% from $100M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JRO positions and 12 closed out — a net gain of 11 holders — while 21 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.71M. The largest seller was Bank of America, cutting an estimated $3.45M.

  • 92 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $93.4M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2018, down 7% quarter-over-quarter.
  • 23 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2018 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2018 was Goldman Sachs, an estimated $4.71M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2018 was Bank of America, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2018.