Nuveen Core Equity Alpha Fund
JCE
33 hedge funds and large institutions have $36.5M invested in Nuveen Core Equity Alpha Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 0 closing their positions.
18% more funds holding
Funds holding: 28 → 33 (+5)
3% more capital invested
Capital invested by funds: $35.6M → $36.5M (+$919K)
0.51% more ownership
Funds ownership: 16.09% → 16.61% (+0.51%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.01M |
| 2 |
LPL Financial
San Diego,
California
|
+$615K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$227K |
| 4 |
Citigroup
New York
|
+$217K |
| 5 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.09M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$361K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$240K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$159K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $132K | -$1.43K | -100 | -1% |
|
|
TJHA
27
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $64K | +$556 | +39 | +0.8% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $44K | – | – | – |
|
29
Creative Planning
Overland Park,
Kansas
| $21K | +$356 | +25 | +2% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $17K | -$108K | -7,600 | -86% |
|
|
SIM
31
Sonora Investment Management
Tucson,
Arizona
| $9.61K | – | – | – |
|
|
PSUF
32
People's United Financial
Bridgeport,
Connecticut
| $8K | – | – | – |
|
|
BBPWM
33
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2K | – | – | – |
|
JCE Hedge Fund Activity: Q3 2016 in Review
33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2016, worth a combined $36.5M — up 2.6% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JCE positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.01M. The largest seller was Karpus Investment Management, cutting an estimated $2.09M.
- 33 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2016, up from 28 in Q2 2016.
- Funds reported $36.5M of Nuveen Core Equity Alpha Fund stock for Q3 2016, up 2.6% quarter-over-quarter.
- 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2016 and 0 closed out, a net change of +5 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2016 was Shaker Financial Services, an estimated $2.01M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2016 was Karpus Investment Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q3 2016.