Nuveen Core Equity Alpha Fund
JCE
35 hedge funds and large institutions have $52.1M invested in Nuveen Core Equity Alpha Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
4% more capital invested
Capital invested by funds: $50.3M → $52.1M (+$1.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.37% less ownership
Funds ownership: 22.56% → 22.19% (-0.37%)
3% less funds holding
Funds holding: 36 → 35 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.08M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$541K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$497K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$315K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$2.27M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.17M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.08M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$587K |
| 5 |
LCM
Laurion Capital Management
New York
|
-$432K |
JCE Hedge Fund Activity: Q2 2017 in Review
35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2017, worth a combined $52.1M — up 3.5% from $50.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JCE and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 14 added.
The largest buyer was Advisors Asset Management, adding an estimated $3.08M. The largest seller was Citigroup, cutting an estimated $2.27M.
- 35 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2017, down from 36 in Q1 2017.
- Funds reported $52.1M of Nuveen Core Equity Alpha Fund stock for Q2 2017, up 3.5% quarter-over-quarter.
- 4 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2017 and 5 closed out, a net change of -1 holder.
- The largest Nuveen Core Equity Alpha Fund buyer in Q2 2017 was Advisors Asset Management, an estimated $3.08M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q2 2017 was Citigroup, an estimated $2.27M sold.
Based on aggregated 13F filings for Q2 2017.