Nuveen Core Equity Alpha Fund
JCE
44 hedge funds and large institutions have $40.6M invested in Nuveen Core Equity Alpha Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
1% more capital invested
Capital invested by funds: $40M → $40.6M (+$559K)
0.78% more ownership
Funds ownership: 19.53% → 20.31% (+0.78%)
6% less funds holding
Funds holding: 47 → 44 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$527K |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$524K |
| 3 |
Cohen & Steers
New York
|
+$518K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$464K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.09M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$431K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$313K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$171K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$136K |
JCE Hedge Fund Activity: Q3 2023 in Review
44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2023, worth a combined $40.6M — up 1.4% from $40M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JCE and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 21 added.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $527K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.09M sold.
- 44 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2023, down from 47 in Q2 2023.
- Funds reported $40.6M of Nuveen Core Equity Alpha Fund stock for Q3 2023, up 1.4% quarter-over-quarter.
- 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2023 and 6 closed out, a net change of -3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2023 was Steward Partners Investment Advisory, an estimated $527K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2023 was Wolverine Asset Management, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2023.