Nuveen Core Equity Alpha Fund
JCE
38 hedge funds and large institutions have $57.7M invested in Nuveen Core Equity Alpha Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $47.6M → $57.7M (+$10.1M)
3% more funds holding
Funds holding: 37 → 38 (+1)
2.02% more ownership
Funds ownership: 24.32% → 26.34% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.27M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.63M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$673K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$470K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.39M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$710K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$494K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$286K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$215K |
JCE Hedge Fund Activity: Q3 2020 in Review
38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2020, worth a combined $57.7M — up 21% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JCE positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $3.27M. The largest seller was LPL Financial, cutting an estimated $1.39M.
- 38 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2020, up from 37 in Q2 2020.
- Funds reported $57.7M of Nuveen Core Equity Alpha Fund stock for Q3 2020, up 21% quarter-over-quarter.
- 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2020 was Karpus Investment Management, an estimated $3.27M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2020 was LPL Financial, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2020.