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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.95M |
| 2 |
CWA
Continuum Wealth Advisors
Saratoga Springs,
New York
|
+$266K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$260K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$250K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.33M |
| 2 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$2.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.76M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$358K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Envestnet Asset Management
Chicago,
Illinois
| – | -$358K | -26,400 | Closed |
|
|
HWAM
52
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$141K | -10,423 | Closed |
|
53
JP Morgan Chase
New York
| – | -$5.27K | -389 | Closed |
|
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.