Nuveen Core Equity Alpha Fund
JCE
38 hedge funds and large institutions have $35.6M invested in Nuveen Core Equity Alpha Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
6% more capital invested
Capital invested by funds: $33.7M → $35.6M (+$1.93M)
3% more funds holding
Funds holding: 37 → 38 (+1)
1.57% more ownership
Funds ownership: 14.75% → 16.31% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$900K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$617K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$564K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.24M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$450K |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$438K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$337K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$333K |
JCE Hedge Fund Activity: Q1 2016 in Review
38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2016, worth a combined $35.6M — up 5.7% from $33.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JCE positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4M. The largest seller was Advisors Asset Management, cutting an estimated $1.24M.
- 38 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2016, up from 37 in Q4 2015.
- Funds reported $35.6M of Nuveen Core Equity Alpha Fund stock for Q1 2016, up 5.7% quarter-over-quarter.
- 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2016 and 5 closed out, a net change of +1 holder.
- The largest Nuveen Core Equity Alpha Fund buyer in Q1 2016 was Karpus Investment Management, an estimated $4M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q1 2016 was Advisors Asset Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2016.