JFR Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Nuveen Floating Rate Income (JFR) following the 2026 Q2 hedge fund 13F filings?

As of today, JFR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), JFR gained +0.0% vs +8.5% 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.

Nuveen Floating Rate Income (JFR)

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

Smart Money Signals — JFR

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

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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.

🏔️

At the ownership peak (99% of max)

99% 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 — 44% buying

76 buying95 selling

Last quarter: 95 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: 15 → 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%

+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 → 15 → 21 → 37 → 27 new funds/Q

New funds entering each quarter: 15 → 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

19 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.

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

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

-12

Increased Positions

-10

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	7.20%	3,477,794	$26.7M
2	Thomas J. Herzfeld Advisors, Inc.	2.62%	1,111,921	$8.5M
3	North Ground Capital	2.05%	222,501	$1.7M
4	Kanen Wealth Management LLC	1.79%	959,147	$7.4M
5	GraniteShares Advisors LLC	1.76%	356,400	$2.7M
6	Icon Advisers Inc/Co	1.40%	971,097	$7.4M
7	1607 Capital Partners, LLC	0.81%	1,218,608	$9.3M
8	Matisse Capital	0.77%	250,000	$1.9M
9	Cyndeo Wealth Partners, LLC	0.72%	1,999,420	$15.3M
10	Melfa Wealth Management, INC.	0.44%	107,219	$822K
11	Raffa Wealth Management, LLC	0.37%	40,388	$489K
12	Seelaus Asset Management LLC	0.34%	63,592	$488K
13	Ethos Financial Group, LLC	0.30%	581,044	$4.5M
14	Atlas Wealth LLC	0.30%	271,569	$2.1M
15	Hourglass Capital, LLC	0.25%	150,564	$1.2M
16	Robinson Capital Management, LLC	0.25%	73,895	$567K
17	Closed-End Fund Advisors, Inc.	0.25%	32,942	$253K
18	Collar Capital Management, LLC	0.24%	53,397	$410K
19	Coquina Private Wealth LLC	0.23%	44,304	$340K
20	Advisors Asset Management, Inc.	0.21%	1,827,295	$14.0M
21	Blackhawk Capital Partners, LLC	0.19%	75,620	$580K
22	Blueline Advisors LLC	0.16%	30,870	$238K
23	Fortitude Advisory Group L.L.C.	0.16%	54,980	$422K
24	Aviance Capital Partners, LLC	0.15%	187,284	$1.4M
25	International Assets Investment Management, LLC	0.13%	286,282	$2.2M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 44% buying: Last quarter: 95 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: 19 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 Q2 hedge fund 13F filings?

As of today, JFR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), JFR has gained +0.0% vs +8.5% 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.

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Nuveen Floating Rate Income (JFR)

Smart Money Signals — JFR

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

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

More sellers than buyers — 44% buying

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

59% of holders stayed for 2+ years

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

Acceleration phase — new buyers rushing in

Veteran-anchored — 65% veterans vs 27% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — JFR

Hedge Fund Ownership: JFR

Market Analysis: JFR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JFR

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

Hedge Fund Positioning: JFR

Statistics: JFR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Nuveen Floating Rate Income (JFR)

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