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Nuveen Core Equity Alpha Fund
JCE

49 hedge funds and large institutions have $45.2M invested in Nuveen Core Equity Alpha Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 46 → 49 (+3)

2.18% less ownership

Funds ownership: 22.13% → 19.95% (-2.2%)

6% less capital invested

Capital invested by funds: $48.1M → $45.2M (-$2.91M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.95M
2
CWA
Continuum Wealth Advisors
New York
+$266K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$260K
4
CIA
Capital Investment Advisors
Georgia
+$250K
5
LCM
Landscape Capital Management
New Jersey
+$217K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.33M
2
SWP
Significant Wealth Partners
Illinois
-$2.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.76M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$358K
5
AAM
Advisors Asset Management
Colorado
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$267K – – –
LCM
27
Landscape Capital Management
New Jersey
$225K +$217K +15,970 New
NAS
28
NWF Advisory Services
California
$201K – – –
Fisher Asset Management
29
Fisher Asset Management
Washington
$201K +$194K +14,280 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$170K – – –
MWM
31
MGB Wealth Management
Texas
$161K – – –
DJYG
32
David J. Yvars Group
Florida
$153K – – –
DWP
33
Daymark Wealth Partners
Ohio
$152K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$121K – – –
GJWM
35
Gilliland Jeter Wealth Management
Arkansas
$94.5K +$91.3K +6,714 New
Comerica Bank
36
Comerica Bank
Texas
$87K – – –
NA
37
NewEdge Advisors
Louisiana
$78K – – –
CA
38
CoreCap Advisors
Michigan
$28.1K +$27.2K +2,000 New
HCP
39
Hexagon Capital Partners
Arkansas
$27K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
MA
41
Montag & Associates
Georgia
$14.4K – – –
CA
42
Centerpoint Advisors
Massachusetts
$14K – – –
CT
43
Colonial Trust
South Carolina
$5.17K – – –
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$4.57K – – –
AF
45
Allworth Financial
California
$3.73K +$3.6K +265 New
IGWM
46
ICA Group Wealth Management
Colorado
$2.43K -$3.4K -250 -59%
FMP
47
Financial Management Professionals
Texas
$2K +$490 +36 +29%
DJSG
48
D.J. St. Germain
Massachusetts
$1.76K – – –
FIA
49
FNY Investment Advisers
New York
$42 +$40.8K +3,000 New
SWP
50
Significant Wealth Partners
Illinois
– -$2.9M -213,691 Closed
1
2
3

JCE Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2024, worth a combined $45.2M — down 6.1% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JCE positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.95M. The largest seller was Morgan Stanley, cutting an estimated $3.33M.

  • 49 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $45.2M of Nuveen Core Equity Alpha Fund stock for Q1 2024, down 6.1% quarter-over-quarter.
  • 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $2.95M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2024.