Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Floating Rate Income (JFR)

184 + Investors. Track Smart Money conviction in JFR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — JFR

Based on 187 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
187 hedge funds hold JFR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

76 buying94 selling
Last quarter: 94 funds reduced or exited vs 76 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 21 → 37 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
111 out of 187 hedge funds have held JFR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -86%

Value
-85%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -86%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

38 → 14 → 21 → 37 → 27 new funds/Q
New funds entering each quarter: 14 → 21 → 37 → 27. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 27% newcomers

■ 65% veterans ■ 8% 1-2yr ■ 27% new
Entry-cohort mix of 187 holders: 122 (65%) are 2+ year veterans, 15 entered 1–2 years ago, and 50 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
18 of 186 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JFR

In 2026 Q1, 76 hedge funds were net buyers of JFR (27 opened a new position, 49 added to an existing one), while 94 reduced or exited (67 trimmed, 27 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in JFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 187.

Hedge Fund Ownership: JFR

How many hedge funds hold JFR — quarterly history vs. share price
Quarterly hedge fund ownership of JFR vs. share price

Market Analysis: JFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JFR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nuveen Floating Rate Income (JFR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JFR has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
JFR
+1.1%
XLF
+8.8%

JFR outperformed XLF by -7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
JFR
+2.9%
XLF
+5.1%

Since the filing became public, JFR outperformed XLF by -2.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: JFR
184 + Investors

Track Smart Money conviction in JFR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 184 187 -1.6%
13F Shares 60M 58M 2.65%
Total Value $384M $2.72B -85.91%
New Positions 25 37 -12
Increased Positions 49 59 -10
Closed Positions 28 22 +6
Reduced Positions 67 57 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JFR

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Institutional Holders (2026 Q1)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JFR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Congress Park Capital LLC 7.21% 3,121,323 $23.5M
2 Icon Advisers Inc/Co 2.98% 1,716,759 $12.9M
3 Kanen Wealth Management LLC 2.20% 813,234 $6.1M
4 Thomas J. Herzfeld Advisors, Inc. 1.82% 713,294 $5.4M
5 GraniteShares Advisors LLC 1.68% 309,750 $2.3M
6 1607 Capital Partners, LLC 1.17% 2,164,618 $16.3M
7 Logan Stone Capital, LLC 1.05% 502,052 $3.8M
8 Matisse Capital 0.80% 250,000 $1.9M
9 Cyndeo Wealth Partners, LLC 0.71% 1,795,370 $13.5M
10 Almitas Capital LLC 0.70% 411,628 $3.1M
11 Arlington Capital Management, Inc. 0.48% 112,678 $847K
12 Melfa Wealth Management, INC. 0.46% 107,219 $806K
13 Ethos Financial Group, LLC 0.37% 646,392 $5.1M
14 Absolute Investment Advisers, LLC 0.35% 391,237 $2.9M
15 Seelaus Asset Management LLC 0.33% 60,908 $458K
16 Hourglass Capital, LLC 0.31% 197,523 $1.5M
17 Coquina Private Wealth LLC 0.27% 44,406 $334K
18 Collar Capital Management, LLC 0.26% 54,383 $409K
19 Closed-End Fund Advisors, Inc. 0.25% 32,381 $244K
20 Robinson Capital Management, LLC 0.23% 73,895 $556K
21 Coastal Bridge Advisors, LLC 0.22% 406,970 $3.1M
22 City of London Investment Management Co Ltd 0.21% 384,140 $2.9M
23 Blackhawk Capital Partners, LLC 0.21% 75,620 $569K
24 Quarry LP 0.20% 150,100 $1.1M
25 Advisors Asset Management, Inc. 0.19% 1,552,425 $11.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Floating Rate Income (JFR)

What does the Smart Money Trend signal show for JFR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JFR?

More sellers than buyers — 45% buying: Last quarter: 94 funds reduced or exited vs 76 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JFR holders?

Strong quality — 39% AUM from major funds: 18 of 186 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JFR?

59% of holders stayed for 2+ years: 111 out of 187 hedge funds have held JFR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nuveen Floating Rate Income (JFR) following the 2026 Q1 hedge fund 13F filings?

As of today, JFR has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), JFR has gained +1.1% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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