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Nuveen Core Equity Alpha Fund

40 hedge funds and large institutions have $31.6M invested in Nuveen Core Equity Alpha Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% less ownership

Funds ownership: 17.28%16.27% (-1%)

2% less funds holding

Funds holding: 4140 (-1)

14% less capital invested

Capital invested by funds: $36.8M → $31.6M (-$5.16M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$136K -$1.99K -139 -1%
DJYG
27
David J. Yvars Group
Florida
$133K
SCA
28
Snowden Capital Advisors
New York
$132K +$157K +10,955 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$120K -$3.66K -255 -3%
SPIA
30
Steward Partners Investment Advisory
New York
$90K
SWM
31
Spire Wealth Management
Virginia
$76K -$230K -16,025 -72%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$39K +$1.41K +98 +3%
WAM
33
Wolverine Asset Management
Illinois
$33K -$272K -18,973 -87%
FIA
34
FNY Investment Advisers
New York
$24K
HCP
35
Hexagon Capital Partners
Arkansas
$23K
MA
36
Montag & Associates
Georgia
$13K
CA
37
Centerpoint Advisors
Massachusetts
$12K
IA
38
IFP Advisors
Florida
$12K +$11.2K +783 New
APA
39
American Portfolios Advisors
New York
$9.97K +$344 +24 +3%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.85K +199 +68%
Stifel Financial
41
Stifel Financial
Missouri
-$219K -16,370 Closed
CA
42
Clearstead Advisors
Ohio
-$14K -1,050 Closed
VVP
43
Venture Visionary Partners
Ohio
-$13.4K -1,001 Closed
CCM
44
Chilton Capital Management
Texas
-$13K -1,000 Closed
GWM
45
Geneos Wealth Management
Colorado
-$9K -685 Closed

JCE Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2022, worth a combined $31.6M — down 14% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JCE and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 12 added.

The largest buyer was Guggenheim Capital, adding an estimated $609K. The largest seller was Shaker Financial Services, cutting an estimated $2.16M.

  • 40 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $31.6M of Nuveen Core Equity Alpha Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 4 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2022 was Guggenheim Capital, an estimated $609K added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2022 was Shaker Financial Services, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2022.