Nuveen Core Equity Alpha Fund
JCE
34 hedge funds and large institutions have $47.9M invested in Nuveen Core Equity Alpha Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $45.6M → $47.9M (+$2.32M)
0.6% more ownership
Funds ownership: 20.27% → 20.87% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 37 → 34 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$6.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$346K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$254K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$131K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$81.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.04M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$819K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$513K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$420K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $102K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $101K | +$14.1K | +1,000 | +16% |
|
|
HCM
28
Hilton Capital Management
Garden City,
New York
| $47K | – | – | – |
|
|
TJHA
29
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $37K | +$648 | +46 | +2% |
|
|
PB
30
Pinnacle Bancorp
Beatrice,
Nebraska
| $29K | – | – | – |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $27K | – | – | – |
|
|
FIA
32
FNY Investment Advisers
New York
| $19K | +$1.13K | +80 | +6% |
|
|
CA
33
Centerpoint Advisors
Needham,
Massachusetts
| $14K | – | – | – |
|
|
APA
34
American Portfolios Advisors
Holbrook,
New York
| $9.31K | – | – | – |
|
|
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$819K | -58,393 | Closed |
|
|
CRC
36
Curi RMB Capital
Chicago,
Illinois
| – | -$420K | -29,900 | Closed |
|
|
KIM
37
Karpus Investment Management
Pittsford,
New York
| – | -$191K | -13,586 | Closed |
|
|
TC
38
TownSquare Capital
Provo,
Utah
| – | -$149K | -10,735 | Closed |
|
JCE Hedge Fund Activity: Q3 2019 in Review
34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2019, worth a combined $47.9M — up 5.1% from $45.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JCE and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Cohen & Steers, adding an estimated $6.82M. The largest seller was Shaker Financial Services, cutting an estimated $4.04M.
- 34 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2019, down from 37 in Q2 2019.
- Funds reported $47.9M of Nuveen Core Equity Alpha Fund stock for Q3 2019, up 5.1% quarter-over-quarter.
- 1 fund opened new Nuveen Core Equity Alpha Fund positions in Q3 2019 and 4 closed out, a net change of -3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2019 was Cohen & Steers, an estimated $6.82M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2019 was Shaker Financial Services, an estimated $4.04M sold.
Based on aggregated 13F filings for Q3 2019.