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Nuveen Core Equity Alpha Fund
JCE

38 hedge funds and large institutions have $57.7M invested in Nuveen Core Equity Alpha Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $47.6M → $57.7M (+$10.1M)

3% more funds holding

Funds holding: 37 → 38 (+1)

2.02% more ownership

Funds ownership: 24.32% → 26.34% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.27M
2
Wells Fargo
Wells Fargo
California
+$1.63M
3
1CP
1607 Capital Partners
Virginia
+$673K
4
AAM
Advisors Asset Management
Colorado
+$470K
5
WAM
Wolverine Asset Management
Illinois
+$449K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.39M
2
RJA
Raymond James & Associates
Florida
-$710K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$494K
4
KWM
Kingsview Wealth Management
Oregon
-$286K
5
SFS
Shaker Financial Services
Virginia
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$168K +$168K +13,111 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$164K +$164K +12,775 New
RJT
28
Raymond James Trust
Florida
$153K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$153K +$551 +43 +0.4%
AWM
30
Adams Wealth Management
Utah
$118K -$156K -12,211 -57%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$104K -$14.5K -1,132 -12%
SPIA
32
Steward Partners Investment Advisory
New York
$86K -$25.6K -2,000 -23%
GWM
33
Geneos Wealth Management
Colorado
$68K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$49K -$948 -74 -2%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$34K +$640 +50 +2%
PB
36
Pinnacle Bancorp
Nebraska
$26K – – –
CA
37
Centerpoint Advisors
Massachusetts
$13K – – –
CFGS
38
Concourse Financial Group Securities
Alabama
$9K – – –
APA
39
American Portfolios Advisors
New York
$8.67K +$154 +12 +2%
KWM
40
Kingsview Wealth Management
Oregon
– -$286K -23,479 Closed
CAN
41
Cetera Advisor Networks
California
– -$15K -1,200 Closed
1
2

JCE Hedge Fund Activity: Q3 2020 in Review

38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2020, worth a combined $57.7M — up 21% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JCE positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.27M. The largest seller was LPL Financial, cutting an estimated $1.39M.

  • 38 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2020, up from 37 in Q2 2020.
  • Funds reported $57.7M of Nuveen Core Equity Alpha Fund stock for Q3 2020, up 21% quarter-over-quarter.
  • 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2020 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2020 was Karpus Investment Management, an estimated $3.27M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2020 was LPL Financial, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2020.