Nuveen Core Equity Alpha Fund
JCE
36 hedge funds and large institutions have $57.5M invested in Nuveen Core Equity Alpha Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
4.71% less ownership
Funds ownership: 25.38% → 20.67% (-4.7%)
5% less funds holding
Funds holding: 38 → 36 (-2)
11% less capital invested
Capital invested by funds: $64.6M → $57.5M (-$7.05M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$593K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$372K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$231K |
| 4 |
Morgan Stanley
New York
|
+$225K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$6.1M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$2.28M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.67M |
| 4 |
Cohen & Steers
New York
|
-$1.54M |
| 5 |
LPL Financial
San Diego,
California
|
-$683K |
JCE Hedge Fund Activity: Q2 2021 in Review
36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2021, worth a combined $57.5M — down 11% from $64.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JCE and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Osaic Holdings, adding an estimated $593K. The largest seller was Karpus Investment Management, cutting an estimated $6.1M.
- 36 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2021, down from 38 in Q1 2021.
- Funds reported $57.5M of Nuveen Core Equity Alpha Fund stock for Q2 2021, down 11% quarter-over-quarter.
- 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2021 and 5 closed out, a net change of -2 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q2 2021 was Osaic Holdings, an estimated $593K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q2 2021 was Karpus Investment Management, an estimated $6.1M sold.
Based on aggregated 13F filings for Q2 2021.