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Nuveen Core Equity Alpha Fund
JCE

38 hedge funds and large institutions have $46.7M invested in Nuveen Core Equity Alpha Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

15% more funds holding

Funds holding: 33 → 38 (+5)

2% more capital invested

Capital invested by funds: $45.8M → $46.7M (+$951K)

0.82% less ownership

Funds ownership: 15.49% → 14.67% (-0.82%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$903K
2
Morgan Stanley
Morgan Stanley
New York
+$223K
3
RJA
Raymond James & Associates
Florida
+$182K
4
LPL Financial
LPL Financial
California
+$177K
5
Invesco
Invesco
Georgia
+$113K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.93M
2
AAM
Advisors Asset Management
Colorado
-$1.08M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$394K
4
Osaic Holdings
Osaic Holdings
Arizona
-$361K
5
Wells Fargo
Wells Fargo
California
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$132K – – –
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$97.7K – – –
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$59K +$2.83K +165 +5%
GWM
29
Geneos Wealth Management
Colorado
$58K – – –
HCP
30
Hexagon Capital Partners
Arkansas
$36K – – –
CA
31
Clearstead Advisors
Ohio
$20K +$18K +1,050 New
CA
32
Centerpoint Advisors
Massachusetts
$19K – – –
MA
33
Montag & Associates
Georgia
$19K – – –
CCM
34
Chilton Capital Management
Texas
$19K +$17.1K +1,000 New
APA
35
American Portfolios Advisors
New York
$14.5K +$908 +53 +7%
SWM
36
Spire Wealth Management
Virginia
$13K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$5K -$7.03K -410 -62%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.94K +230 New
GI
39
Gradient Investments
Minnesota
$2K +$2.06K +120 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
– -$394K -23,218 Closed
1
2

JCE Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2021, worth a combined $46.7M — up 2.1% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JCE positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $903K. The largest seller was Cohen & Steers, cutting an estimated $1.93M.

  • 38 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $46.7M of Nuveen Core Equity Alpha Fund stock for Q4 2021, up 2.1% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2021 and 1 closed out, a net change of +5 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $903K added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2021.