Nuveen Core Equity Alpha Fund
JCE
28 hedge funds and large institutions have $55M invested in Nuveen Core Equity Alpha Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0.09% more ownership
Funds ownership: 19.9% → 19.99% (+0.09%)
5% less capital invested
Capital invested by funds: $57.9M → $55M (-$2.85M)
3% less funds holding
Funds holding: 29 → 28 (-1)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.55M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$955K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$209K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$180K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.39M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$542K |
| 3 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
-$340K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$181K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$108K |
JCE Hedge Fund Activity: Q3 2014 in Review
28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2014, worth a combined $55M — down 4.9% from $57.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JCE and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.55M. The largest seller was Advisors Asset Management, cutting an estimated $1.39M.
- 28 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2014, down from 29 in Q2 2014.
- Funds reported $55M of Nuveen Core Equity Alpha Fund stock for Q3 2014, down 4.9% quarter-over-quarter.
- 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2014 and 4 closed out, a net change of -1 holder.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2014 was Shaker Financial Services, an estimated $1.55M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2014 was Advisors Asset Management, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2014.