Nuveen Core Equity Alpha Fund
JCE
34 hedge funds and large institutions have $42.2M invested in Nuveen Core Equity Alpha Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.
11% more capital invested
Capital invested by funds: $38.1M → $42.2M (+$4.11M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
1.05% less ownership
Funds ownership: 19.74% → 18.69% (-1.1%)
8% less funds holding
Funds holding: 37 → 34 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.48M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$227K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$198K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$156K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.81M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$775K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$675K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$609K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$155K |
JCE Hedge Fund Activity: Q1 2019 in Review
34 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2019, worth a combined $42.2M — up 11% from $38.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JCE and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.48M. The largest seller was Advisors Asset Management, cutting an estimated $1.81M.
- 34 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2019, down from 37 in Q4 2018.
- Funds reported $42.2M of Nuveen Core Equity Alpha Fund stock for Q1 2019, up 11% quarter-over-quarter.
- 4 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2019 and 7 closed out, a net change of -3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q1 2019 was Shaker Financial Services, an estimated $1.48M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q1 2019 was Advisors Asset Management, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2019.