Who Owns JFR?
Nuveen Floating Rate Income Fund — Institutional Ownership & 13F Holdings
$7.54
+0.04 (+0.60%)
Market Cap
$1.0B
Shares Outstanding
134,056,000
Institutional Holders
170
Total Inst. Value
$444.8M
% of Float Held
—
QoQ Holder Change
+54
Institutional data as of Q1 2025
New Positions
56
Closed Positions
26
Increased
58
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $64.2M | 7,575,445 |
| 2 | SIT INVESTMENT ASSOCIATES INCNew | $55.5M | 6,549,321 |
| 3 | MARINER INVESTMENT GROUP LLCNew | $40.6M | 4,790,000 |
| 4 | Invesco Ltd. | $22.6M | 2,662,600 |
| 5 | BANK OF AMERICA CORP /DE/ | $20.7M | 2,444,635 |
| 6 | Congress Park Capital LLCNew | $20.5M | 2,421,539 |
| 7 | Penserra Capital Management LLC | $17.1M | 2,024,724 |
| 8 | GUGGENHEIM CAPITAL LLC | $16.9M | 1,993,236 |
| 9 | Cyndeo Wealth Partners, LLC | $12.2M | 1,444,000 |
| 10 | RAYMOND JAMES FINANCIAL INC | $12.0M | 1,412,852 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +2.4M | $64.2M |
| SIT INVESTMENT ASSOCIATES INCNew | +6.5M | $55.5M |
| MARINER INVESTMENT GROUP LLCNew | +4.8M | $40.6M |
| Invesco Ltd. | +676K | $22.6M |
| BANK OF AMERICA CORP /DE/ | +28K | $20.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -109K | $5.5M |
| OSAIC HOLDINGS, INC. | -80K | $2.0M |
| MISSION WEALTH MANAGEMENT, LP | -64K | $292K |
| AMERIPRISE FINANCIAL INC | -54K | $5.2M |
| Kestra Advisory Services, LLC | -51K | $246 |
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Frequently Asked Questions
How many institutional investors hold JFR?
As of Q1 2025, 170 institutional investors report holding JFR (Nuveen Floating Rate Income Fund) in their 13F filings.
Which hedge fund owns the most JFR?
The largest institutional holder of JFR is MORGAN STANLEY with $64.2M in shares.
Are institutions buying or selling JFR?
This quarter, 56 institutions opened new positions in JFR and 26 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.