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Nuveen Core Equity Alpha Fund
JCE

33 hedge funds and large institutions have $36.2M invested in Nuveen Core Equity Alpha Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more funds holding

Funds holding: 33 → 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.47% less ownership

Funds ownership: 16.88% → 16.4% (-0.47%)

15% less capital invested

Capital invested by funds: $42.8M → $36.2M (-$6.59M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
33
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
12
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.45M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.18M
3
WAM
Weiss Asset Management
Massachusetts
+$804K
4
UBS Group
UBS Group
Switzerland
+$404K
5
SEIA
Signature Estate & Investment Advisors
California
+$358K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$4.95M
2
WAM
Wolverine Asset Management
Illinois
-$1.31M
3
Wells Fargo
Wells Fargo
California
-$777K
4
DA
Doliver Advisors
Texas
-$521K
5
CRC
Curi RMB Capital
Illinois
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$82K -$18.2K -1,171 -16%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$54K +$33K +2,124 +120%
Creative Planning
28
Creative Planning
Kansas
$18K +$20.8K +1,340 New
SIM
29
Sonora Investment Management
Arizona
$11K +$10.9K +700 New
PSUF
30
People's United Financial
Connecticut
$8K – – –
HF
31
Hoxton Financial
West Virginia
$5K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.55K +100 New
SFS
33
Shaker Financial Services
Virginia
– -$4.95M -312,563 Closed
WAM
34
Wolverine Asset Management
Illinois
– -$1.31M -83,057 Closed
DA
35
Doliver Advisors
Texas
– -$521K -32,874 Closed
CRC
36
Curi RMB Capital
Illinois
– -$498K -31,441 Closed
SGCA
37
Steel Grove Capital Advisors
Tennessee
– -$297K -18,425 Closed
Goldman Sachs
38
Goldman Sachs
New York
– -$180K -11,345 Closed
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
– -$24K -1,500 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$23K -1,427 Closed
1
2

JCE Hedge Fund Activity: Q3 2015 in Review

33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2015, worth a combined $36.2M — down 15% from $42.8M a quarter earlier.

Fund positioning in JCE was balanced in Q3 2015: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.45M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $4.95M sold.

  • 33 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $36.2M of Nuveen Core Equity Alpha Fund stock for Q3 2015, down 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2015 and 8 closed out, a net change of 0 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2015 was Karpus Investment Management, an estimated $4.45M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2015 was Shaker Financial Services, an estimated $4.95M sold.

Based on aggregated 13F filings for Q3 2015.