Nuveen Floating Rate Income Fund

JFR • NYSE

Nuveen Floating Rate Income Fund is a publicly traded company on NYSE. As of Q3 2025, 159 institutional investors hold shares in this company, with total holdings valued at $354.2M. MORGAN STANLEY is the largest holder with a position valued at $60.1M.

Websitenuveen.com

Overview

Overview of institutional ownership in JFR as of Q3 2025

All Institutions

Institutions: 159
Value Held: $354.2M
Shares Held: 43.3M
Avg Position: $2.2M
Median Position: $252.7K

Hedge Funds

Hedge Funds: 10
Value Held: $24.9M
Shares Held: 3.0M
Avg Position: $2.5M
Median Position: $763.7K

Biggest Investors

Institutions with the largest positions in JFR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$60.1M 0.00% of portfolio	0.00% 7.3M shares	Q4 2022 Held for 2y 11m	$1.65T
L LPL Financial LLC Institution	-	$25.8M 0.01% of portfolio	0.00% 3.1M shares	Q4 2022 Held for 2y 11m	$340.07B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$23.0M 0.00% of portfolio	0.00% 2.8M shares	Q4 2022 Held for 2y 11m	$633.08B
Congress Park Capital LLC RIA/Wealth	Eric Brodwin CIO	$22.6M 7.27% of portfolio	0.00% 2.8M shares	Q2 2023 Held for 2y 5m	$310.3M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$21.0M 0.00% of portfolio	0.00% 2.6M shares	Q4 2022 Held for 2y 11m	$1.33T
MARINER INVESTMENT GROUP LLC Hedge Fund•Multi-Strategy	Curtis Yates Arledge CEO	$18.5M 7.19% of portfolio	0.00% 2.3M shares	Q1 2025 Held for 8 months	$256.8M
G GUGGENHEIM CAPITAL LLC Institution	-	$17.7M 0.13% of portfolio	0.00% 2.2M shares	Q4 2022 Held for 2y 11m	$13.4B
C Cyndeo Wealth Partners, LLC RIA/Wealth	Solomon Matthews Kilgroe CEO	$14.2M 0.79% of portfolio	0.00% 1.7M shares	Q4 2023 Held for 1y 11m	$1.8B
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	$11.2M 0.19% of portfolio	0.00% 1.4M shares	Q4 2022 Held for 2y 11m	$5.9B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$11.0M 0.00% of portfolio	0.00% 1.3M shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for JFR in Q3 2025

Traded: −$4.7M
Buyers: 74
Sellers: 61
Total Bought: +$24.2M
Total Sold: −$28.9M
Avg Position: $2.0M

Biggest Buyers

Institution	Net Bought	Current Position
Kanen Wealth Management LLC RIA/Wealth	+$3.0M +369.5K shares	$4.1M 507.9K shares
L LPL Financial LLC Institution	+$2.9M +357.0K shares	$25.8M 3.1M shares
Advisors Asset Management, Inc. ETF Provider	+$2.0M +242.3K shares	$11.2M 1.4M shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	+$1.8M +220.0K shares	$2.1M 255.5K shares
ICON ADVISERS INC/CO Long Only Manager	+$1.5M +183.0K shares	$4.6M 568.2K shares
Cetera Investment Advisers RIA/Wealth	+$1.4M +174.1K shares	$3.2M 394.2K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$1.3M +163.6K shares	$1.3M 163.6K shares
Invesco Ltd. ETF Provider	+$1.0M +126.9K shares	$23.0M 2.8M shares
Logan Stone Capital, LLC Hedge Fund•Long/Short	+$877.1K +107.2K shares	$877.1K 107.2K shares
J JANE STREET GROUP, LLC Institution	+$804.1K +98.3K shares	$1.3M 162.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
MARINER INVESTMENT GROUP LLC Hedge Fund•Multi-Strategy	−$13.9M −1.7M shares	$18.5M 2.3M shares
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven	−$2.9M −352.7K shares	$650.4K 79.5K shares
MORGAN STANLEY RIA/Wealth	−$2.2M −273.9K shares	$60.1M 7.3M shares
RFG Advisory Group, LLC RIA/Wealth	−$1.2M −143.4K shares	$2.0M 241.5K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	−$1.1M −131.3K shares	Sold Off 0 shares
Rockefeller Capital Management L.P. Long Only Manager	−$752.9K −92.0K shares	$7.3M 887.6K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$618.8K −75.7K shares	$5.2M 641.5K shares
C Cyndeo Wealth Partners, LLC RIA/Wealth	−$550.9K −67.4K shares	$14.2M 1.7M shares
X XTX Topco Ltd Institution	−$542.1K −64.0K shares	Sold Off 0 shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$526.0K −64.3K shares	$245.2K 30.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JFR in Q3 2025

New Positions: 12
New Value: $2.7M
Exited Positions: 12
Exited Value: $2.8M

New Positions

Institution	Position Value
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.3M 163.6K shares
Blackhawk Capital Partners LLC. RIA/Wealth	$710.5K 86.9K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$219.8K 26.9K shares
Williams Jones Wealth Management, LLC. RIA/Wealth	$122.7K 15.0K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$98.7K 12.1K shares
We Are One Seven, LLC RIA/Wealth	$94.8K 11.6K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$51.2K 6.3K shares
G Global Wealth Strategies & Associates Institution	$39.7K 4.9K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$10.8K 1.3K shares
C Crews Bank & Trust Institution	$5.5K 676.0 shares

Exited Positions

Institution	Previous Position
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	$1.1M 131.3K shares
X XTX Topco Ltd Institution	$542.1K 64.0K shares
CF Capital LLC Hedge Fund•Sector	$510.0K 60.5K shares
Calamos Advisors LLC Long Only Manager	$323.4K 38.2K shares
INTL FCSTONE INC. Institution	$117.4K 13.9K shares
Bank of New York Mellon Corp Institution	$101.8K 12.0K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$79.2K 9.3K shares
Park Square Financial Group, LLC RIA/Wealth	$38.2K 4.5K shares
B Byrne Asset Management LLC RIA/Wealth	$14.1K 1.7K shares
A AMERIFLEX GROUP, INC. Institution	$9.3K 1.1K shares

Options Activity

Institutions with the largest Call and Put options positions in JFR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JFR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Congress Park Capital LLC RIA/Wealth	Eric Brodwin CIO	7.27% $22.6M	0.00% 2.8M shares	Q2 2023 Held for 2y 5m	$310.3M
MARINER INVESTMENT GROUP LLC Hedge Fund•Multi-Strategy	Curtis Yates Arledge CEO	7.19% $18.5M	0.00% 2.3M shares	Q1 2025 Held for 8 months	$256.8M
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	Thomas Jay Herzfeld Chairman	3.61% $10.5M	0.00% 1.3M shares	Q3 2023 Held for 2y 2m	$291.7M
G GraniteShares Advisors LLC Institution	William John Grant Rhind CEO	1.61% $2.8M	0.00% 340.2K shares	Q4 2023 Held for 1y 11m	$172.8M
Kanen Wealth Management LLC RIA/Wealth	David Lawrence Kanen Member	1.39% $4.1M	0.00% 507.9K shares	Q2 2025 Held for 5 months	$299.1M
ICON ADVISERS INC/CO Long Only Manager	Brian Thomas Callahan President	1.04% $4.6M	0.00% 568.2K shares	Q1 2025 Held for 8 months	$445.1M
C Cyndeo Wealth Partners, LLC RIA/Wealth	Solomon Matthews Kilgroe CEO	0.79% $14.2M	0.00% 1.7M shares	Q4 2023 Held for 1y 11m	$1.8B
Andrew Hill Investment Advisors, Inc. RIA/Wealth	Andrew D.W. Hill President	0.72% $924.2K	0.00% 113.0K shares	Q2 2024 Held for 1y 5m	$128.5M
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth	Christopher L Wayne CEO	0.52% $877.2K	0.00% 107.2K shares	Q4 2022 Held for 2y 11m	$169.9M
Ethos Financial Group, LLC RIA/Wealth	Steven Joseph Toto President	0.46% $5.7M	0.00% 691.9K shares	Q1 2025 Held for 8 months	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in JFR

WOLVERINE ASSET MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerChristopher Lazarus Gust

Portfolio Value: $1.5B
Positions: 859
Last Reported: Q3 2025

Sector Allocation

Position in Nuveen Floating Rate Income Fund

Market Value: $545.0K
Shares Held: 66.6K
Portfolio Weight: 0.04%
Owned Since: 2025-Q3

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