Nuveen Core Equity Alpha Fund
JCE
33 hedge funds and large institutions have $42.8M invested in Nuveen Core Equity Alpha Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 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
6% more funds holding
Funds holding: 31 → 33 (+2)
0.36% more ownership
Funds ownership: 16.52% → 16.88% (+0.36%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
6% less capital invested
Capital invested by funds: $45.4M → $42.8M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$5.03M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.39M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$700K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$526K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.47M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.18M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$532K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$448K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$312K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $94K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $44K | +$569 | +34 | +1% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $28K | -$8.37K | -500 | -22% |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $24K | +$25.1K | +1,500 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $23K | +$23.9K | +1,427 | New |
|
|
PSUF
31
People's United Financial
Bridgeport,
Connecticut
| $9K | – | – | – |
|
|
HF
32
Hoxton Financial
Shepherdstown,
West Virginia
| $6K | – | – | – |
|
|
VKH
33
Virtu KCG Holdings
New York
| – | -$248K | -14,459 | Closed |
|
34
Creative Planning
Overland Park,
Kansas
| – | -$27K | -1,598 | Closed |
|
JCE Hedge Fund Activity: Q2 2015 in Review
33 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2015, worth a combined $42.8M — down 5.6% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JCE positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $5.03M. The largest seller was Advisors Asset Management, cutting an estimated $4.47M.
- 33 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2015, up from 31 in Q1 2015.
- Funds reported $42.8M of Nuveen Core Equity Alpha Fund stock for Q2 2015, down 5.6% quarter-over-quarter.
- 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2015 and 4 closed out, a net change of +2 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q2 2015 was Shaker Financial Services, an estimated $5.03M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q2 2015 was Advisors Asset Management, an estimated $4.47M sold.
Based on aggregated 13F filings for Q2 2015.