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Nuveen Core Equity Alpha Fund

47 hedge funds and large institutions have $40M invested in Nuveen Core Equity Alpha Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $32.8M → $40M (+$7.16M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

7% more funds holding

Funds holding: 4447 (+3)

2.85% more ownership

Funds ownership: 16.69%19.53% (+2.8%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$242K +$40.5K +3,300 +21%
Ameriprise
27
Ameriprise
Minnesota
$195K -$70.7K -5,755 -27%
NAS
28
NWF Advisory Services
California
$182K
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$154K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$148K +$1.78K +145 +1%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$144K -$12 -1 -0%
DJYG
32
David J. Yvars Group
Florida
$138K
IFG
33
Independent Financial Group
California
$136K +$131K +10,643 New
BRWA
34
B. Riley Wealth Advisors
Florida
$131K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$130K +$125K +10,181 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$110K
SPIA
37
Steward Partners Investment Advisory
New York
$56K -$12.3K -1,000 -19%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$49.9K +$1.2K +98 +3%
FIA
39
FNY Investment Advisers
New York
$33K +$7.37K +600 +30%
HCP
40
Hexagon Capital Partners
Arkansas
$24.5K
MA
41
Montag & Associates
Georgia
$13.1K
CA
42
Centerpoint Advisors
Massachusetts
$13K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.5K +204 +27%
IGWM
44
ICA Group Wealth Management
Colorado
$9.22K -$921 -75 -9%
CT
45
Colonial Trust
South Carolina
$4.66K
FMP
46
Financial Management Professionals
Texas
$2K +$1.53K +125 New
DJSG
47
D.J. St. Germain
Massachusetts
$1.59K +$1.53K +125 New
AAS
48
Ameritas Advisory Services
Nebraska
-$21.6K -1,751 Closed
ASN
49
Advisory Services Network
Georgia
-$9.4K -763 Closed
IA
50
IFP Advisors
Florida
-$3.99K -265 Closed

JCE Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2023, worth a combined $40M — up 22% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JCE positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.36M. The largest seller was Guggenheim Capital, cutting an estimated $763K.

  • 47 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2023, up from 44 in Q1 2023.
  • Funds reported $40M of Nuveen Core Equity Alpha Fund stock for Q2 2023, up 22% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $2.36M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q2 2023 was Guggenheim Capital, an estimated $763K sold.

Based on aggregated 13F filings for Q2 2023.