Nuveen Core Equity Alpha Fund
JCE
31 hedge funds and large institutions have $44.4M invested in Nuveen Core Equity Alpha Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
2.23% less ownership
Funds ownership: 21.06% → 18.83% (-2.2%)
6% less funds holding
Funds holding: 33 → 31 (-2)
10% less capital invested
Capital invested by funds: $49.3M → $44.4M (-$4.88M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$951K |
| 2 |
LPL Financial
San Diego,
California
|
+$753K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$364K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$262K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.78M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.67M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$478K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$374K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$316K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $111K | -$147K | -9,850 | -56% |
|
|
TJHA
27
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $34K | +$3.62K | +243 | +12% |
|
|
RFC
28
Regions Financial Corp
Birmingham,
Alabama
| $23K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $11K | – | – | – |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $9.49K | – | – | – |
|
|
WAM
31
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1K | +$521 | +35 | New |
|
|
KIM
32
Karpus Investment Management
Pittsford,
New York
| – | -$4.78M | -327,079 | Closed |
|
|
CAN
33
Cetera Advisor Networks
El Segundo,
California
| – | -$478K | -32,762 | Closed |
|
|
CA
34
Cetera Advisors
Denver,
Colorado
| – | -$374K | -25,679 | Closed |
|
35
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$88K | -6,000 | Closed |
|
JCE Hedge Fund Activity: Q1 2018 in Review
31 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2018, worth a combined $44.4M — down 9.9% from $49.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JCE and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.
The largest buyer was Advisors Asset Management, adding an estimated $951K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $4.78M sold.
- 31 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2018, down from 33 in Q4 2017.
- Funds reported $44.4M of Nuveen Core Equity Alpha Fund stock for Q1 2018, down 9.9% quarter-over-quarter.
- 2 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2018 and 4 closed out, a net change of -2 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q1 2018 was Advisors Asset Management, an estimated $951K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q1 2018 was Karpus Investment Management, an estimated $4.78M sold.
Based on aggregated 13F filings for Q1 2018.