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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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84 hedge funds and large institutions have $138M invested in Nuveen Floating Rate Income Opportunty Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $123M → $138M (+$15M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$12.6M
2
BI
Bulldog Investors
New Jersey
+$1.64M
3
SIA
Sit Investment Associates
Minnesota
+$1.01M
4
CCP
Clough Capital Partners
Massachusetts
+$776K
5
Bank of America
Bank of America
North Carolina
+$775K

Top Sellers

1
MC
Matisse Capital
Oregon
-$3.28M
2
RCM
Rivernorth Capital Management
Florida
-$1.15M
3
SFS
Shaker Financial Services
Virginia
-$778K
4
Cohen & Steers
Cohen & Steers
New York
-$775K
5
FFS
Founders Financial Securities
Maryland
-$431K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$35.6M +$12.6M +1,555,218 +56%
Bank of America
2
Bank of America
North Carolina
$10.8M +$775K +95,878 +8%
GI
3
Gradient Investments
Minnesota
$10.8M +$63.9K +7,905 +0.6%
LC
4
Lindbrook Capital
California
$9.94M -$37.8K -4,683 -0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.39M – – –
Morgan Stanley
6
Morgan Stanley
New York
$8.26M -$409K -50,655 -5%
EVM
7
Eaton Vance Management
Massachusetts
$4.48M -$23.4K -2,897 -0.5%
GC
8
Guggenheim Capital
Illinois
$4.39M -$55.5K -6,864 -1%
CIA
9
Capital Investment Advisors
Georgia
$3.94M -$19.4K -2,398 -0.5%
AAM
10
Advisors Asset Management
Colorado
$3.34M -$3.35K -414 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$2.86M – – –
NCM
12
Next Capital Management
New York
$2.82M -$76.2K -9,434 -3%
RCM
13
Rivernorth Capital Management
Florida
$2.17M -$1.15M -142,468 -35%
SIA
14
Sit Investment Associates
Minnesota
$1.96M +$1.01M +124,850 +109%
UBS Group
15
UBS Group
Switzerland
$1.87M -$239K -29,604 -11%
BI
16
Bulldog Investors
New Jersey
$1.66M +$1.64M +202,464 New
Cohen & Steers
17
Cohen & Steers
New York
$1.61M -$775K -95,916 -33%
RA
18
RFG Advisory
Alabama
$1.59M +$99.8K +12,351 +7%
Invesco
19
Invesco
Georgia
$1.2M -$412K -50,977 -26%
LPL Financial
20
LPL Financial
California
$1.15M +$671 +83 +0.1%
Wells Fargo
21
Wells Fargo
California
$1.13M -$9.53K -1,180 -0.8%
ACP
22
Aviance Capital Partners
Florida
$1.12M +$9.82K +1,216 +0.9%
AA
23
AQR Arbitrage
Connecticut
$1.11M +$325K +40,167 +42%
WS
24
Wela Strategies
Georgia
$969K +$142K +17,600 +17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$894K -$237K -29,320 -21%
1
2 3 4

JRO Hedge Fund Activity: Q3 2020 in Review

84 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2020, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRO positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.6M. The largest seller was Matisse Capital, exiting entirely with an estimated $3.28M sold.

  • 84 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $138M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2020 was Saba Capital Management, an estimated $12.6M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2020 was Matisse Capital, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2020.