Nuveen Core Equity Alpha Fund
JCE
29 hedge funds and large institutions have $39M invested in Nuveen Core Equity Alpha Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
12% more funds holding
Funds holding: 26 → 29 (+3)
7% more capital invested
Capital invested by funds: $36.3M → $39M (+$2.71M)
0.6% more ownership
Funds ownership: 15.08% → 15.68% (+0.6%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.79M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$561K |
| 3 |
Morgan Stanley
New York
|
+$494K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$302K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$93.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$553K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$304K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$297K |
| 4 |
LPL Financial
San Diego,
California
|
-$295K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSUF
26
People's United Financial
Bridgeport,
Connecticut
| $9K | +$9.04K | +575 | New |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | +$7.86K | +500 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $6K | -$9.69K | -616 | -62% |
|
29
Citigroup
New York
| $4K | +$3.68K | +234 | New |
|
|
DA
30
Doliver Advisors
Houston,
Texas
| – | -$225K | -14,949 | Closed |
|
|
MA
31
MUFG Americas
New York
| – | -$14K | -951 | Closed |
|
JCE Hedge Fund Activity: Q3 2013 in Review
29 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2013, worth a combined $39M — up 7.5% from $36.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JCE positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.79M. The largest seller was Shaker Financial Services, cutting an estimated $553K.
- 29 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2013, up from 26 in Q2 2013.
- Funds reported $39M of Nuveen Core Equity Alpha Fund stock for Q3 2013, up 7.5% quarter-over-quarter.
- 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2013 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2013 was Advisors Asset Management, an estimated $1.79M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2013 was Shaker Financial Services, an estimated $553K sold.
Based on aggregated 13F filings for Q3 2013.