Nuveen Core Equity Alpha Fund
JCE
36 hedge funds and large institutions have $54.7M invested in Nuveen Core Equity Alpha Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 35 → 36 (+1)
5% more capital invested
Capital invested by funds: $52.1M → $54.7M (+$2.6M)
0.21% less ownership
Funds ownership: 22.19% → 21.98% (-0.21%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.56M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.05M |
| 3 |
Cohen & Steers
New York
|
+$824K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$501K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$5.4M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.62M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$692K |
| 4 |
Citigroup
New York
|
-$255K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$188K |
JCE Hedge Fund Activity: Q3 2017 in Review
36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2017, worth a combined $54.7M — up 5% from $52.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JCE positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $3.56M. The largest seller was Shaker Financial Services, cutting an estimated $5.4M.
- 36 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2017, up from 35 in Q2 2017.
- Funds reported $54.7M of Nuveen Core Equity Alpha Fund stock for Q3 2017, up 5% quarter-over-quarter.
- 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2017 and 4 closed out, a net change of +1 holder.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2017 was Advisors Asset Management, an estimated $3.56M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2017 was Shaker Financial Services, an estimated $5.4M sold.
Based on aggregated 13F filings for Q3 2017.