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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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90 hedge funds and large institutions have $134M invested in Nuveen Floating Rate Income Opportunty Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $116M → $134M (+$18.1M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding

Funds holding: 90 → 90 (0)

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
29
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$7.57M
2
Morgan Stanley
Morgan Stanley
New York
+$4.58M
3
MC
Matisse Capital
Oregon
+$4.19M
4
SCM
Saba Capital Management
New York
+$1.28M
5
JG
Jefferies Group
New York
+$942K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.54M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.09M
3
FFS
Founders Financial Securities
Maryland
-$2.12M
4
CRC
Curi RMB Capital
Illinois
-$1.71M
5
WAM
Wolverine Asset Management
Illinois
-$942K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M +$4.58M +480,205 +53%
GI
2
Gradient Investments
Minnesota
$13.5M +$7.57M +792,450 +142%
JP Morgan Chase
3
JP Morgan Chase
New York
$11.5M – – –
Invesco
4
Invesco
Georgia
$7.59M +$557K +58,304 +8%
LC
5
Lindbrook Capital
California
$5.49M -$19.1K -2,005 -0.4%
EVM
6
Eaton Vance Management
Massachusetts
$5.48M – – –
GC
7
Guggenheim Capital
Illinois
$5.41M -$827K -86,580 -14%
Goldman Sachs
8
Goldman Sachs
New York
$4.78M – – –
CIA
9
Capital Investment Advisors
Georgia
$4.77M +$582K +60,965 +15%
MC
10
Matisse Capital
Oregon
$4.39M +$4.19M +439,289 New
Bank of America
11
Bank of America
North Carolina
$4.27M -$729K -76,391 -15%
VEA
12
Virtus ETF Advisers
New York
$3.84M +$360K +37,747 +11%
AAM
13
Advisors Asset Management
Colorado
$3.72M +$462K +48,351 +15%
RCM
14
Rivernorth Capital Management
Florida
$3.44M -$91.9K -9,625 -3%
Cohen & Steers
15
Cohen & Steers
New York
$2.92M +$85.3K +8,929 +3%
NCM
16
Next Capital Management
New York
$2.85M +$202K +21,165 +8%
CCIM
17
Chapwood Capital Investment Management
Texas
$2.15M +$2.05M +214,709 New
SIA
18
Sit Investment Associates
Minnesota
$2.02M +$63.6K +6,666 +3%
MIG
19
Mariner Investment Group
New York
$1.97M +$82K +8,586 +5%
Stifel Financial
20
Stifel Financial
Missouri
$1.46M -$181K -18,960 -11%
Wells Fargo
21
Wells Fargo
California
$1.42M +$374K +39,220 +38%
RCM
22
Robinson Capital Management
Michigan
$1.37M -$212K -22,210 -14%
SCM
23
Saba Capital Management
New York
$1.33M +$1.28M +133,574 New
KA
24
Kovack Advisors
Florida
$1.33M -$119K -12,484 -9%
LPL Financial
25
LPL Financial
California
$1.32M +$28.5K +2,989 +2%
1
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JRO Hedge Fund Activity: Q4 2019 in Review

90 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q4 2019, worth a combined $134M — up 16% from $116M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRO positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.57M. The largest seller was Royal Bank of Canada, cutting an estimated $3.54M.

  • 90 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $134M of Nuveen Floating Rate Income Opportunty Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q4 2019 and 11 closed out, a net change of +2 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q4 2019 was Gradient Investments, an estimated $7.57M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $3.54M sold.

Based on aggregated 13F filings for Q4 2019.