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Nuveen Core Equity Alpha Fund

38 hedge funds and large institutions have $64.6M invested in Nuveen Core Equity Alpha Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $63.8M → $64.6M (+$764K)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.27% less ownership

Funds ownership: 26.65%25.38% (-1.3%)

10% less funds holding

Funds holding: 4238 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
13
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$166K -$1.04K -72 -0.7%
SPIA
27
Steward Partners Investment Advisory
New York
$140K +$35.9K +2,484 +37%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$138K +$29.9K +2,065 +29%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$59K -$14.6K -1,007 -21%
GWM
30
Geneos Wealth Management
Colorado
$50K
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$44K +$665 +46 +2%
PB
32
Pinnacle Bancorp
Nebraska
$31K
AIC
33
Ameritas Investment Company
Nebraska
$22.8K +$21.7K +1,500 New
CA
34
Centerpoint Advisors
Massachusetts
$15K
MA
35
Montag & Associates
Georgia
$15K
HWMA
36
Heritage Wealth Management (Arizona)
Arizona
$11K +$10.1K +700 New
SWM
37
Spire Wealth Management
Virginia
$11K +$10.1K +700 New
APA
38
American Portfolios Advisors
New York
$10.7K
CFGS
39
Concourse Financial Group Securities
Alabama
$10K
WAM
40
Wolverine Asset Management
Illinois
-$481K -34,200 Closed
Millennium Management
41
Millennium Management
New York
-$306K -21,764 Closed
KWM
42
Kingsview Wealth Management
Oregon
-$261K -18,544 Closed
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
-$257K -18,300 Closed
LCM
44
Landscape Capital Management
New Jersey
-$199K -14,171 Closed
RJT
45
Raymond James Trust
Florida
-$168K -11,973 Closed
SIAG
46
Safeguard Investment Advisory Group
California
-$10K -736 Closed

JCE Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2021, worth a combined $64.6M — up 1.2% from $63.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JCE and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $2.17M. The largest seller was Shaker Financial Services, cutting an estimated $3.05M.

  • 38 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2021, down from 42 in Q4 2020.
  • Funds reported $64.6M of Nuveen Core Equity Alpha Fund stock for Q1 2021, up 1.2% quarter-over-quarter.
  • 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2021 and 8 closed out, a net change of -3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q1 2021 was Clough Capital Partners, an estimated $2.17M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q1 2021 was Shaker Financial Services, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2021.