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Nuveen Core Equity Alpha Fund
JCE

46 hedge funds and large institutions have $43.1M invested in Nuveen Core Equity Alpha Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $45.2M → $43.1M (-$2.06M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

2.11% less ownership

Funds ownership: 19.95% → 17.83% (-2.1%)

6% less funds holding

Funds holding: 49 → 46 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$628K
2
NA
NewEdge Advisors
Louisiana
+$226K
3
RJA
Raymond James & Associates
Florida
+$113K
4
WFS
Widmann Financial Services
Maryland
+$103K
5
Morgan Stanley
Morgan Stanley
New York
+$94.5K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$904K
3
Osaic Holdings
Osaic Holdings
Arizona
-$781K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$524K
5
GC
Guggenheim Capital
Illinois
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
26
NWF Advisory Services
California
$204K -$9.87K -700 -5%
MWM
27
MGB Wealth Management
Texas
$173K – – –
DJYG
28
David J. Yvars Group
Florida
$163K – – –
DWP
29
Daymark Wealth Partners
Ohio
$162K – – –
WFS
30
Widmann Financial Services
Maryland
$110K +$103K +7,300 New
GJWM
31
Gilliland Jeter Wealth Management
Arkansas
$108K +$7.09K +503 +7%
Comerica Bank
32
Comerica Bank
Texas
$94.4K +$1.48K +105 +2%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$55.1K +$51.9K +3,676 New
LFG
34
Larson Financial Group
Missouri
$30K +$28.2K +2,000 New
HCP
35
Hexagon Capital Partners
Arkansas
$28.8K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
MA
37
Montag & Associates
Georgia
$15.3K – – –
CA
38
CoreCap Advisors
Michigan
$15K -$14.1K -1,000 -50%
CA
39
Centerpoint Advisors
Massachusetts
$15K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$14.2K -$108K -7,659 -89%
CT
41
Colonial Trust
South Carolina
$5.51K – – –
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$5.1K +$212 +15 +5%
AF
43
Allworth Financial
California
$3.9K – – –
FMP
44
Financial Management Professionals
Texas
$3K +$381 +27 +17%
IGWM
45
ICA Group Wealth Management
Colorado
$2.6K – – –
DJSG
46
D.J. St. Germain
Massachusetts
$1.88K – – –
CWA
47
Continuum Wealth Advisors
New York
– -$275K -19,545 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$225K -15,970 Closed
Fisher Asset Management
49
Fisher Asset Management
Washington
– -$201K -14,280 Closed
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
– -$170K -12,072 Closed
1
2
3

JCE Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2024, worth a combined $43.1M — down 4.6% from $45.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JCE and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Invesco, adding an estimated $628K. The largest seller was Cohen & Steers, cutting an estimated $1.4M.

  • 46 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2024, down from 49 in Q1 2024.
  • Funds reported $43.1M of Nuveen Core Equity Alpha Fund stock for Q2 2024, down 4.6% quarter-over-quarter.
  • 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2024 and 5 closed out, a net change of -2 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q2 2024 was Invesco, an estimated $628K added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q2 2024 was Cohen & Steers, an estimated $1.4M sold.

Based on aggregated 13F filings for Q2 2024.