Nuveen Core Equity Alpha Fund
JCE
33 hedge funds and large institutions have $36.2M invested in Nuveen Core Equity Alpha Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
0% more funds holding
Funds holding: 33 → 33 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.47% less ownership
Funds ownership: 16.88% → 16.4% (-0.47%)
15% less capital invested
Capital invested by funds: $42.8M → $36.2M (-$6.59M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.45M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.18M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$804K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$404K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.95M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$777K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$521K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$498K |
JCE Hedge Fund Activity: Q3 2015 in Review
33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2015, worth a combined $36.2M — down 15% from $42.8M a quarter earlier.
Fund positioning in JCE was balanced in Q3 2015: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 9 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.45M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $4.95M sold.
- 33 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $36.2M of Nuveen Core Equity Alpha Fund stock for Q3 2015, down 15% quarter-over-quarter.
- 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2015 and 8 closed out, a net change of 0 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2015 was Karpus Investment Management, an estimated $4.45M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2015 was Shaker Financial Services, an estimated $4.95M sold.
Based on aggregated 13F filings for Q3 2015.