Nuveen Core Equity Alpha Fund
JCE
29 hedge funds and large institutions have $57.9M invested in Nuveen Core Equity Alpha Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
7% more capital invested
Capital invested by funds: $54.1M → $57.9M (+$3.71M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0.63% more ownership
Funds ownership: 19.28% → 19.9% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.11M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.21M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$752K |
| 4 |
AIG
American International Group
New York
|
+$95.4K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$60.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$1.64M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$639K |
| 3 |
MA
MUFG Americas
New York
|
-$206K |
| 4 |
Morgan Stanley
New York
|
-$85.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$47.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
|
HF
27
Hoxton Financial
Shepherdstown,
West Virginia
| $6K | – | – | – |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $6K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $2K | – | – | – |
|
|
MA
30
MUFG Americas
New York
| – | -$206K | -11,758 | Closed |
|
31
Citigroup
New York
| – | -$11K | -603 | Closed |
|
JCE Hedge Fund Activity: Q2 2014 in Review
29 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2014, worth a combined $57.9M — up 6.9% from $54.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JCE positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.11M. The largest seller was UBS, cutting an estimated $1.64M.
- 29 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2014, up from 28 in Q1 2014.
- Funds reported $57.9M of Nuveen Core Equity Alpha Fund stock for Q2 2014, up 6.9% quarter-over-quarter.
- 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Core Equity Alpha Fund buyer in Q2 2014 was Shaker Financial Services, an estimated $2.11M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q2 2014 was UBS, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2014.