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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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86 hedge funds and large institutions have $138M invested in Nuveen Floating Rate Income Opportunty Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

3% less funds holding

Funds holding: 89 → 86 (-3)

10% less capital invested

Capital invested by funds: $153M → $138M (-$15M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
31
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$8.66M
2
Morgan Stanley
Morgan Stanley
New York
+$1.44M
3
LPL Financial
LPL Financial
California
+$1.38M
4
Bank of America
Bank of America
North Carolina
+$1.05M
5
FF
FourThought Financial
Florida
+$503K

Top Sellers

1
SCM
Saba Capital Management
New York
-$16.5M
2
LC
Lindbrook Capital
California
-$11.7M
3
MIG
Mariner Investment Group
New York
-$1.26M
4
BI
Bulldog Investors
New Jersey
-$979K
5
RCM
Robinson Capital Management
Michigan
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$21.3M +$1.05M +106,917 +5%
SCM
2
Saba Capital Management
New York
$16.6M -$16.5M -1,686,581 -50%
Morgan Stanley
3
Morgan Stanley
New York
$14M +$1.44M +147,319 +12%
RCM
4
Rivernorth Capital Management
Florida
$11.8M +$8.66M +884,542 +295%
SIA
5
Sit Investment Associates
Minnesota
$7.28M -$359K -36,702 -5%
GC
6
Guggenheim Capital
Illinois
$6.45M +$180K +18,411 +3%
CIA
7
Capital Investment Advisors
Georgia
$5.6M +$380K +38,784 +7%
AAM
8
Advisors Asset Management
Colorado
$4.68M -$156K -15,979 -3%
1CP
9
1607 Capital Partners
Virginia
$3.71M – – –
Goldman Sachs
10
Goldman Sachs
New York
$3.48M – – –
NCM
11
Next Capital Management
New York
$3.02M -$146K -14,862 -5%
EVM
12
Eaton Vance Management
Massachusetts
$2.74M – – –
LPL Financial
13
LPL Financial
California
$2.59M +$1.38M +141,079 +119%
SFS
14
Shaker Financial Services
Virginia
$2.12M +$416K +42,447 +25%
RA
15
RFG Advisory
Alabama
$1.93M +$26.7K +2,727 +1%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.82M +$43.5K +4,442 +2%
UBS Group
17
UBS Group
Switzerland
$1.78M -$27.7K -2,828 -2%
Invesco
18
Invesco
Georgia
$1.74M +$469K +47,865 +38%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.66M +$124K +12,704 +8%
PPA
20
Parametric Portfolio Associates
Washington
$1.61M +$60.8K +6,207 +4%
ACP
21
Aviance Capital Partners
Florida
$1.61M +$76.2K +7,782 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.46M -$59.4K -6,066 -4%
Wells Fargo
23
Wells Fargo
California
$1.42M -$33.7K -3,445 -2%
RJA
24
Raymond James & Associates
Florida
$1.32M -$374K -38,178 -22%
PAS
25
Park Avenue Securities
New York
$1.05M +$75.1K +7,668 +8%
1
2 3 4

JRO Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2021, worth a combined $138M — down 9.8% from $153M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JRO and 3 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 31 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.66M. The largest seller was Saba Capital Management, cutting an estimated $16.5M.

  • 86 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2021, down from 89 in Q2 2021.
  • Funds reported $138M of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2021, down 9.8% quarter-over-quarter.
  • 3 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2021 and 6 closed out, a net change of -3 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q3 2021 was Rivernorth Capital Management, an estimated $8.66M added.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2021 was Saba Capital Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2021.