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Nuveen Core Equity Alpha Fund
JCE

34 hedge funds and large institutions have $42.2M invested in Nuveen Core Equity Alpha Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $38.1M → $42.2M (+$4.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

1.05% less ownership

Funds ownership: 19.74% → 18.69% (-1.1%)

8% less funds holding

Funds holding: 37 → 34 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.48M
2
GC
Guggenheim Capital
Illinois
+$227K
3
CRC
Curi RMB Capital
Illinois
+$198K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$156K
5
RJA
Raymond James & Associates
Florida
+$155K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.81M
2
WAM
Wolverine Asset Management
Illinois
-$775K
3
KIM
Karpus Investment Management
New York
-$675K
4
Invesco
Invesco
Georgia
-$609K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$100K – – –
HCM
27
Hilton Capital Management
New York
$46K -$43.9K -3,274 Closed
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$35K +$778 +58 +2%
PB
29
Pinnacle Bancorp
Nebraska
$29K – – –
RFC
30
Regions Financial Corp
Alabama
$22K – – –
AF
31
Advisornet Financial
Minnesota
$18K +$17.4K +1,300 New
FIA
32
FNY Investment Advisers
New York
$15K +$15.2K +1,136 New
CA
33
Centerpoint Advisors
Massachusetts
$14K +$13.4K +1,000 New
APA
34
American Portfolios Advisors
New York
$9.14K – – –
FHB
35
First Hawaiian Bank
Hawaii
$8K – – –
WAM
36
Wolverine Asset Management
Illinois
– -$775K -64,456 Closed
KIM
37
Karpus Investment Management
New York
– -$675K -56,146 Closed
AIC
38
Ameritas Investment Company
Nebraska
– -$115K -9,587 Closed
MWA
39
Meridian Wealth Advisors
Texas
– -$60K -5,000 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$34K -2,800 Closed
1
2

JCE Hedge Fund Activity: Q1 2019 in Review

34 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2019, worth a combined $42.2M — up 11% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JCE and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.48M. The largest seller was Advisors Asset Management, cutting an estimated $1.81M.

  • 34 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2019, down from 37 in Q4 2018.
  • Funds reported $42.2M of Nuveen Core Equity Alpha Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2019 and 7 closed out, a net change of -3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q1 2019 was Shaker Financial Services, an estimated $1.48M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q1 2019 was Advisors Asset Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2019.