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Nuveen Core Equity Alpha Fund

34 hedge funds and large institutions have $47.9M invested in Nuveen Core Equity Alpha Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $45.6M → $47.9M (+$2.32M)

0.6% more ownership

Funds ownership: 20.27%20.87% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 3734 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.8M -$513K -36,380 -5%
Cohen & Steers
2
Cohen & Steers
New York
$8.34M +$6.82M +484,017 +496%
SFS
3
Shaker Financial Services
Virginia
$5.58M -$4.04M -286,939 -42%
RJA
4
Raymond James & Associates
Florida
$4.53M +$131K +9,316 +3%
GC
5
Guggenheim Capital
Illinois
$3.34M +$55.4K +3,935 +2%
LPL Financial
6
LPL Financial
California
$3.03M +$30K +2,129 +1%
Invesco
7
Invesco
Georgia
$2.84M +$254K +18,002 +10%
Wells Fargo
8
Wells Fargo
California
$1.65M -$57.5K -4,078 -3%
Ameriprise
9
Ameriprise
Minnesota
$1.1M +$14.5K +1,029 +1%
AG
10
Advisor Group
Arizona
$848K +$60.7K +4,305 +8%
Bank of America
11
Bank of America
North Carolina
$806K -$201K -14,238 -20%
Morgan Stanley
12
Morgan Stanley
New York
$764K +$1.06K +75 +0.1%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$671K -$1.38K -98 -0.2%
UBS Group
14
UBS Group
Switzerland
$446K -$19.8K -1,402 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$402K +$81.9K +5,813 +26%
CA
16
Cetera Advisors
Colorado
$373K -$8.86K -629 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$352K +$346K +24,551 New
CAN
18
Cetera Advisor Networks
California
$347K +$5.48K +389 +2%
AFP
19
Ausdal Financial Partners
Iowa
$285K
LC
20
Lavaca Capital
Texas
$238K
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$234K +$21.1K +1,500 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$158K +$11.5K +815 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$148K -$29.7K -2,106 -17%
GWM
24
Geneos Wealth Management
Colorado
$134K -$47.8K -3,391 -27%
AF
25
Advisornet Financial
Minnesota
$118K +$8.45K +600 +8%

JCE Hedge Fund Activity: Q3 2019 in Review

34 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2019, worth a combined $47.9M — up 5.1% from $45.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JCE and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Cohen & Steers, adding an estimated $6.82M. The largest seller was Shaker Financial Services, cutting an estimated $4.04M.

  • 34 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2019, down from 37 in Q2 2019.
  • Funds reported $47.9M of Nuveen Core Equity Alpha Fund stock for Q3 2019, up 5.1% quarter-over-quarter.
  • 1 fund opened new Nuveen Core Equity Alpha Fund positions in Q3 2019 and 4 closed out, a net change of -3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2019 was Cohen & Steers, an estimated $6.82M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2019 was Shaker Financial Services, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2019.