Nuveen Core Equity Alpha Fund
JCE
37 hedge funds and large institutions have $33.7M invested in Nuveen Core Equity Alpha Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
12% more funds holding
Funds holding: 33 → 37 (+4)
1.66% less ownership
Funds ownership: 16.4% → 14.75% (-1.7%)
7% less capital invested
Capital invested by funds: $36.2M → $33.7M (-$2.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$704K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$460K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$450K |
| 4 |
Morgan Stanley
New York
|
+$289K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.37M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$1.04M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.01M |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$761K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$744K |
JCE Hedge Fund Activity: Q4 2015 in Review
37 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2015, worth a combined $33.7M — down 7.1% from $36.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JCE positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $704K. The largest seller was Advisors Asset Management, cutting an estimated $3.37M.
- 37 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2015, up from 33 in Q3 2015.
- Funds reported $33.7M of Nuveen Core Equity Alpha Fund stock for Q4 2015, down 7.1% quarter-over-quarter.
- 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2015 and 4 closed out, a net change of +4 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q4 2015 was LPL Financial, an estimated $704K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q4 2015 was Advisors Asset Management, an estimated $3.37M sold.
Based on aggregated 13F filings for Q4 2015.