Nuveen Core Equity Alpha Fund
JCE
31 hedge funds and large institutions have $45.4M invested in Nuveen Core Equity Alpha Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 29 → 31 (+2)
2.64% less ownership
Funds ownership: 19.16% → 16.52% (-2.6%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
15% less capital invested
Capital invested by funds: $53.6M → $45.4M (-$8.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$368K |
| 2 |
LPL Financial
San Diego,
California
|
+$361K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$250K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$237K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.4M |
| 2 |
Morgan Stanley
New York
|
-$998K |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$693K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$649K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$597K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TJHA
26
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $26K | +$1.73K | +100 | +7% |
|
|
PSUF
27
People's United Financial
Bridgeport,
Connecticut
| $10K | – | – | – |
|
|
HF
28
Hoxton Financial
Shepherdstown,
West Virginia
| $6K | – | – | – |
|
|
WAM
29
Weiss Asset Management
Boston,
Massachusetts
| – | -$693K | -39,667 | Closed |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$597K | -35,345 | Closed |
|
|
FNBT
31
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$411K | -23,510 | Closed |
|
|
CFN
32
Cordasco Financial Network
Naples,
Florida
| – | -$20.5K | -1,186 | -98% |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| – | -$11K | -650 | Closed |
|
34
Citigroup
New York
| – | -$3.78K | -218 | -89% |
|
|
BFEC
35
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | +$156 | +9 | New |
|
JCE Hedge Fund Activity: Q1 2015 in Review
31 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2015, worth a combined $45.4M — down 15% from $53.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JCE positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $368K. The largest seller was Advisors Asset Management, cutting an estimated $5.4M.
- 31 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2015, up from 29 in Q4 2014.
- Funds reported $45.4M of Nuveen Core Equity Alpha Fund stock for Q1 2015, down 15% quarter-over-quarter.
- 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2015 and 4 closed out, a net change of +2 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q1 2015 was Doliver Advisors, an estimated $368K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q1 2015 was Advisors Asset Management, an estimated $5.4M sold.
Based on aggregated 13F filings for Q1 2015.