Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Floating Rate Income (JFR)

173 + 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
↓ -12
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — JFR

Based on 175 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their JFR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
175 funds currently hold this stock — 93% of the 3.0-year high of 188 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

77 buying83 selling
Last quarter: 83 funds reduced or exited vs 77 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 37 → 27 → 19. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
108 out of 175 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.
📊

Peak discovery — momentum slowing

15 → 21 → 37 → 27 → 19 new funds/Q
New funds entering each quarter: 21 → 37 → 27 → 19. JFR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 175 holders: 115 (66%) are 2+ year veterans, 26 entered 1–2 years ago, and 34 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
15 of 174 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in JFR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 77 hedge funds were net buyers of JFR (19 opened a new position, 58 added to an existing one), while 83 reduced or exited (52 trimmed, 31 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 48% of total institutional value in JFR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 175.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JFR
2026 Q3 Stats Unlock in 4 days 173 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 173 187 -7.49%
13F Shares 60M 60M -0.04%
Total Value $394M $384M 2.71%
New Positions 19 27 -8
Increased Positions 58 49 +9
Closed Positions 32 28 +4
Reduced Positions 51 67 -16
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 Q3)

173 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JFR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Congress Park Capital LLC 7.09% 3,633,513 $27.0M
2 Thomas J. Herzfeld Advisors, Inc. 2.86% 1,097,957 $8.2M
3 Kanen Wealth Management LLC 2.54% 969,347 $7.2M
4 GraniteShares Advisors LLC 1.77% 361,998 $2.7M
5 Icon Advisers Inc/Co 0.84% 564,127 $4.2M
6 Matisse Capital 0.73% 250,000 $1.9M
7 Cyndeo Wealth Partners, LLC 0.57% 1,695,275 $12.6M
8 Ethos Financial Group, LLC 0.46% 1,164,770 $8.7M
9 Melfa Wealth Management, INC. 0.42% 100,619 $749K
10 Scheeler Financial LLC 0.40% 71,073 $529K
11 Hourglass Capital, LLC 0.30% 195,640 $1.5M
12 Robinson Capital Management, LLC 0.28% 73,895 $550K
13 Closed-End Fund Advisors, Inc. 0.23% 30,339 $226K
14 Coquina Private Wealth LLC 0.23% 45,664 $340K
15 World Equity Group, INC. 0.20% 64,390 $479K
16 Fortitude Advisory Group L.L.C. 0.20% 69,608 $518K
17 Collar Capital Management, LLC 0.18% 40,571 $302K
18 Advisors Asset Management, Inc. 0.16% 1,256,836 $10.3M
19 Blueline Advisors LLC 0.16% 30,249 $225K
20 Blackhawk Capital Partners, LLC 0.15% 75,620 $563K
21 Aviance Capital Partners, LLC 0.14% 183,255 $1.4M
22 Gill Capital Partners, LLC 0.12% 60,367 $449K
23 Andrew Hill Investment Advisors, Inc. 0.11% 19,440 $145K
24 Kovack Advisors, Inc. 0.11% 351,332 $2.6M
25 Advisory Advocates, LLC 0.11% 16,534 $123K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their JFR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JFR?

More sellers than buyers — 48% buying: Last quarter: 83 funds reduced or exited vs 77 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?

Elite ownership — 48% AUM from top-100 funds: 15 of 174 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in JFR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JFR?

62% of holders stayed for 2+ years: 108 out of 175 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.

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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