Nuveen Floating Rate Income Opportunty Fund
JRO
JRO was delisted on the 28th of July, 2023.
80 hedge funds and large institutions have $87.6M invested in Nuveen Floating Rate Income Opportunty Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
37% more capital inflows, than outflows
Capital inflows: $15.6M | Capital outflows: $11.4M
7% more funds holding
Funds holding: 75 → 80 (+5)
1.28% more ownership
Funds ownership: 25.13% → 26.41% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Oaktree Capital Management
Los Angeles,
California
|
+$5.75M |
| 2 |
Eaton Vance Management
Boston,
Massachusetts
|
+$2.42M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.2M |
| 4 |
Landscape Capital Management
Englewood,
New Jersey
|
+$571K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.85M |
| 2 |
Next Capital Management
New York
|
-$2.43M |
| 3 |
Morgan Stanley
New York
|
-$1.38M |
| 4 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$820K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$286K |
JRO Hedge Fund Activity: Q2 2022 in Review
80 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q2 2022, worth a combined $87.6M — down 16% from $104M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JRO positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $5.75M. The largest seller was Bank of America, cutting an estimated $4.85M.
- 80 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q2 2022, up from 75 in Q1 2022.
- Funds reported $87.6M of Nuveen Floating Rate Income Opportunty Fund stock for Q2 2022, down 16% quarter-over-quarter.
- 13 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q2 2022 and 8 closed out, a net change of +5 holders.
- The largest Nuveen Floating Rate Income Opportunty Fund buyer in Q2 2022 was Oaktree Capital Management, an estimated $5.75M added.
- The largest Nuveen Floating Rate Income Opportunty Fund seller in Q2 2022 was Bank of America, an estimated $4.85M sold.
Based on aggregated 13F filings for Q2 2022.