Nuveen Core Equity Alpha Fund
JCE
29 hedge funds and large institutions have $53.6M invested in Nuveen Core Equity Alpha Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
4% more funds holding
Funds holding: 28 → 29 (+1)
0.83% less ownership
Funds ownership: 19.99% → 19.16% (-0.83%)
3% less capital invested
Capital invested by funds: $55M → $53.6M (-$1.39M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.16M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$743K |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$690K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$269K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.53M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.14M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$311K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$173K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $11K | -$11.5K | -660 | -50% |
|
|
PSUF
27
People's United Financial
Bridgeport,
Connecticut
| $10K | – | – | – |
|
|
HF
28
Hoxton Financial
Shepherdstown,
West Virginia
| $6K | – | – | – |
|
29
Citigroup
New York
| $4K | +$4.26K | +245 | New |
|
|
SFS
30
Shaker Financial Services
Arlington,
Virginia
| – | -$3.53M | -205,728 | Closed |
|
|
31
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$173K | -10,056 | Closed |
|
|
MFS
32
MSI Financial Services
Springfield,
Massachusetts
| – | -$6K | -325 | Closed |
|
JCE Hedge Fund Activity: Q4 2014 in Review
29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2014, worth a combined $53.6M — down 2.5% from $55M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JCE positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.16M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $3.53M sold.
- 29 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2014, up from 28 in Q3 2014.
- Funds reported $53.6M of Nuveen Core Equity Alpha Fund stock for Q4 2014, down 2.5% quarter-over-quarter.
- 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2014 and 3 closed out, a net change of +3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q4 2014 was Raymond James & Associates, an estimated $1.16M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q4 2014 was Shaker Financial Services, an estimated $3.53M sold.
Based on aggregated 13F filings for Q4 2014.