Nuveen Core Equity Alpha Fund
JCE
32 hedge funds and large institutions have $46.6M invested in Nuveen Core Equity Alpha Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 8 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
0.33% less ownership
Funds ownership: 18.94% → 18.62% (-0.33%)
9% less funds holding
Funds holding: 35 → 32 (-3)
27% less capital inflows, than outflows
Capital inflows: $2.07M | Capital outflows: $2.83M
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
+$508K |
| 2 |
LPL Financial
San Diego,
California
|
+$381K |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
+$184K |
| 4 |
Geneos Wealth Management
Englewood,
Colorado
|
+$178K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$949K |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$342K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
| 4 |
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$233K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$173K |
JCE Hedge Fund Activity: Q3 2018 in Review
32 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2018, worth a combined $46.6M — up 4.9% from $44.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JCE and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 13 added.
The largest buyer was Advisors Asset Management, adding an estimated $508K. The largest seller was Cohen & Steers, cutting an estimated $949K.
- 32 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2018, down from 35 in Q2 2018.
- Funds reported $46.6M of Nuveen Core Equity Alpha Fund stock for Q3 2018, up 4.9% quarter-over-quarter.
- 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2018 and 8 closed out, a net change of -3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2018 was Advisors Asset Management, an estimated $508K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2018 was Cohen & Steers, an estimated $949K sold.
Based on aggregated 13F filings for Q3 2018.