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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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2 hedge funds and large institutions have $4.18K invested in Nuveen Floating Rate Income Opportunty Fund in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 96 → 2 (-94)

100% less capital invested

Capital invested by funds: $92.8M → $4.18K (-$92.8M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 94

Holders
2
Holders Change
-94
Holders Change %
-97.92%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
94
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.7M
2
Bank of America
Bank of America
North Carolina
-$10.1M
3
OCM
Oaktree Capital Management
California
-$6.19M
4
GC
Guggenheim Capital
Illinois
-$4.38M
5
COLIM
City of London Investment Management
United Kingdom
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.72K – – –
IA
2
IFP Advisors
Florida
$449 – – –
HNB
3
Huntington National Bank
Ohio
$8 – – –
Morgan Stanley
4
Morgan Stanley
New York
– -$12.7M -1,630,611 Closed
Bank of America
5
Bank of America
North Carolina
– -$10.1M -1,294,823 Closed
OCM
6
Oaktree Capital Management
California
– -$6.19M -793,641 Closed
GC
7
Guggenheim Capital
Illinois
– -$4.38M -561,173 Closed
COLIM
8
City of London Investment Management
United Kingdom
– -$3.93M -503,188 Closed
RJFSA
9
Raymond James Financial Services Advisors
Florida
– -$3.77M -483,872 Closed
Goldman Sachs
10
Goldman Sachs
New York
– -$3.37M -432,590 Closed
AAM
11
Advisors Asset Management
Colorado
– -$2.92M -374,905 Closed
Invesco
12
Invesco
Georgia
– -$2.79M -357,860 Closed
LSC
13
Logan Stone Capital
Illinois
– -$2.57M -329,632 Closed
SIA
14
Sit Investment Associates
Minnesota
– -$2.57M -328,965 Closed
RJA
15
Raymond James & Associates
Florida
– -$2.4M -307,596 Closed
Osaic Holdings
16
Osaic Holdings
Arizona
– -$1.93M -247,836 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -$1.93M -247,571 Closed
AA
18
AQR Arbitrage
Connecticut
– -$1.75M -224,550 Closed
IAIM
19
International Assets Investment Management
Florida
– -$1.59M -204,303 Closed
WAM
20
Wolverine Asset Management
Illinois
– -$1.5M -192,671 Closed
ACP
21
Aviance Capital Partners
Florida
– -$1.49M -191,579 Closed
RA
22
RFG Advisory
Alabama
– -$1.45M -186,464 Closed
UBS Group
23
UBS Group
Switzerland
– -$1.4M -179,296 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
– -$1.11M -141,948 Closed
Ameriprise
25
Ameriprise
Minnesota
– -$1.07M -136,519 Closed
1
2 3 4

JRO Hedge Fund Activity: Q3 2023 in Review

2 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Opportunty Fund (JRO) for Q3 2023, worth a combined $4.18K — down 100% from $92.8M a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of JRO and 0 opened new positions — a net loss of 94 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Morgan Stanley, exiting entirely with an estimated $12.7M sold.

  • 2 institutional investors held Nuveen Floating Rate Income Opportunty Fund (JRO) as of Q3 2023, down from 96 in Q2 2023.
  • Funds reported $4.18K of Nuveen Floating Rate Income Opportunty Fund stock for Q3 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Nuveen Floating Rate Income Opportunty Fund positions in Q3 2023 and 94 closed out, a net change of -94 holders.
  • The largest Nuveen Floating Rate Income Opportunty Fund seller in Q3 2023 was Morgan Stanley, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2023.