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Nuveen Core Equity Alpha Fund

35 hedge funds and large institutions have $44.4M invested in Nuveen Core Equity Alpha Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

13% more funds holding

Funds holding: 3135 (+4)

0.11% more ownership

Funds ownership: 18.83%18.94% (+0.11%)

0% more capital invested

Capital invested by funds: $44.4M → $44.4M (+$20K)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$16.4M -$141K -9,437 -0.8%
RJA
2
Raymond James & Associates
Florida
$4.46M +$12.3K +822 +0.3%
Invesco
3
Invesco
Georgia
$4.29M +$592K +39,686 +16%
GC
4
Guggenheim Capital
Illinois
$3.3M -$127K -8,520 -4%
LPL Financial
5
LPL Financial
California
$2.24M +$245K +16,400 +12%
Bank of America
6
Bank of America
North Carolina
$2.06M +$459K +30,740 +28%
Cohen & Steers
7
Cohen & Steers
New York
$1.49M -$660K -44,196 -30%
Wells Fargo
8
Wells Fargo
California
$1.44M +$687K +45,995 +88%
CRC
9
Curi RMB Capital
Illinois
$1.31M +$152K +10,179 +13%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.17M
Ameriprise
11
Ameriprise
Minnesota
$1.06M -$10.4K -698 -0.9%
AFP
12
Ausdal Financial Partners
Iowa
$846K +$37.2K +2,490 +5%
Morgan Stanley
13
Morgan Stanley
New York
$687K -$1.81K -121 -0.3%
AG
14
Advisor Group
Arizona
$530K +$12.9K +865 +2%
CA
15
Cetera Advisors
Colorado
$409K +$418K +28,015 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$377K -$9.91K -664 -3%
CAN
17
Cetera Advisor Networks
California
$364K +$371K +24,839 New
UBS Group
18
UBS Group
Switzerland
$354K -$573K -38,406 -61%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$327K +$333K +22,327 New
FNBT
20
FineMark National Bank & Trust
Florida
$233K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$217K -$100K -6,731 -31%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$173K -$88.5K -5,927 -33%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$165K -$73.3K -4,914 -30%
Stifel Financial
24
Stifel Financial
Missouri
$162K -$198K -13,292 -54%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$104K -$16K -1,071 -13%

JCE Hedge Fund Activity: Q2 2018 in Review

35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2018, worth a combined $44.4M — up 0.05% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JCE positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $687K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $674K sold.

  • 35 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2018, up from 31 in Q1 2018.
  • Funds reported $44.4M of Nuveen Core Equity Alpha Fund stock for Q2 2018, up 0.05% quarter-over-quarter.
  • 7 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2018 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q2 2018 was Wells Fargo, an estimated $687K added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q2 2018 was Shaker Financial Services, an estimated $674K sold.

Based on aggregated 13F filings for Q2 2018.