We are live on ! Find out more
JCE icon

Nuveen Core Equity Alpha Fund
JCE

48 hedge funds and large institutions have $47.6M invested in Nuveen Core Equity Alpha Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $43.1M → $47.6M (+$4.45M)

5.32% more ownership

Funds ownership: 17.83% → 23.15% (+5.3%)

4% more funds holding

Funds holding: 46 → 48 (+2)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$8.89M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$7.62M
3
Osaic Holdings
Osaic Holdings
Arizona
+$509K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$414K
5
Invesco
Invesco
Georgia
+$372K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.69M
2
Cohen & Steers
Cohen & Steers
New York
-$2.28M
3
RJA
Raymond James & Associates
Florida
-$408K
4
AAM
Advisors Asset Management
Colorado
-$324K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
26
NWF Advisory Services
California
$209K – – –
MWM
27
MGB Wealth Management
Texas
$176K – – –
CWM
28
Centurion Wealth Management
Virginia
$170K +$164K +11,029 New
DJYG
29
David J. Yvars Group
Florida
$167K – – –
DWP
30
Daymark Wealth Partners
Ohio
$166K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$163K +$158K +10,592 New
GJWM
32
Gilliland Jeter Wealth Management
Arkansas
$111K +$403 +27 +0.4%
LFG
33
Larson Financial Group
Missouri
$101K +$67.9K +4,553 +228%
Comerica Bank
34
Comerica Bank
Texas
$98.3K +$1.52K +102 +2%
ATS
35
Ashton Thomas Securities
New York
$61.5K +$59.7K +4,000 New
FIA
36
FNY Investment Advisers
New York
$46K +$44.7K +3,000 New
IAIM
37
International Assets Investment Management
Florida
$41.4K +$8.89M +596,286 +1,487%
HCP
38
Hexagon Capital Partners
Arkansas
$29.5K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
MA
40
Montag & Associates
Georgia
$15.7K – – –
CA
41
CoreCap Advisors
Michigan
$15.4K – – –
CA
42
Centerpoint Advisors
Massachusetts
$15K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$14.6K – – –
CT
44
Colonial Trust
South Carolina
$5.64K – – –
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$5.35K +$119 +8 +2%
AF
46
Allworth Financial
California
$4.07K – – –
FMP
47
Financial Management Professionals
Texas
$3K +$507 +34 +18%
DJSG
48
D.J. St. Germain
Massachusetts
$1.92K – – –
WFS
49
Widmann Financial Services
Maryland
– -$110K -7,300 Closed
ATPW
50
Ashton Thomas Private Wealth
Arizona
– -$55.1K -3,676 Closed
1
2

JCE Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2024, worth a combined $47.6M — up 10% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JCE positions and 2 closed out — a net gain of 3 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $8.89M. The largest seller was Shaker Financial Services, cutting an estimated $2.69M.

  • 48 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $47.6M of Nuveen Core Equity Alpha Fund stock for Q3 2024, up 10% quarter-over-quarter.
  • 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $8.89M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2024 was Shaker Financial Services, an estimated $2.69M sold.

Based on aggregated 13F filings for Q3 2024.