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Nuveen Core Equity Alpha Fund

37 hedge funds and large institutions have $45.6M invested in Nuveen Core Equity Alpha Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

9% more funds holding

Funds holding: 3437 (+3)

8% more capital invested

Capital invested by funds: $42.2M → $45.6M (+$3.45M)

1.58% more ownership

Funds ownership: 18.69%20.27% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$11.1M -$1.25M -90,036 -10%
SFS
2
Shaker Financial Services
Virginia
$9.5M +$3.13M +226,028 +50%
RJA
3
Raymond James & Associates
Florida
$4.31M +$61.5K +4,442 +1%
GC
4
Guggenheim Capital
Illinois
$3.21M -$197K -14,231 -6%
LPL Financial
5
LPL Financial
California
$2.93M +$54.3K +3,924 +2%
Invesco
6
Invesco
Georgia
$2.53M -$206K -14,866 -8%
Wells Fargo
7
Wells Fargo
California
$1.68M +$534K +38,581 +48%
Cohen & Steers
8
Cohen & Steers
New York
$1.37M +$1.35M +97,678 New
Ameriprise
9
Ameriprise
Minnesota
$1.06M +$2.81K +203 +0.3%
Bank of America
10
Bank of America
North Carolina
$990K -$638K -46,076 -40%
WAM
11
Wolverine Asset Management
Illinois
$819K +$808K +58,393 New
AG
12
Advisor Group
Arizona
$771K
Morgan Stanley
13
Morgan Stanley
New York
$748K +$80.3K +5,806 +12%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$659K -$91.9K -6,644 -12%
UBS Group
15
UBS Group
Switzerland
$457K -$2.85K -206 -0.6%
CRC
16
Curi RMB Capital
Illinois
$420K -$402K -29,015 -49%
CA
17
Cetera Advisors
Colorado
$373K +$22.2K +1,603 +6%
CAN
18
Cetera Advisor Networks
California
$331K -$1.66K -120 -0.5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$313K -$47.9K -3,459 -13%
AFP
20
Ausdal Financial Partners
Iowa
$278K +$2.66K +192 +1%
LC
21
Lavaca Capital
Texas
$233K
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$208K +$44.3K +3,200 +28%
KIM
23
Karpus Investment Management
New York
$191K +$188K +13,586 New
GWM
24
Geneos Wealth Management
Colorado
$179K +$2.64K +191 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$175K -$21.2K -1,534 -11%

JCE Hedge Fund Activity: Q2 2019 in Review

37 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2019, worth a combined $45.6M — up 8.2% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JCE positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.13M. The largest seller was Advisors Asset Management, cutting an estimated $1.25M.

  • 37 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2019, up from 34 in Q1 2019.
  • Funds reported $45.6M of Nuveen Core Equity Alpha Fund stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2019 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q2 2019 was Shaker Financial Services, an estimated $3.13M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q2 2019 was Advisors Asset Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2019.