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Nuveen Core Equity Alpha Fund

42 hedge funds and large institutions have $63.8M invested in Nuveen Core Equity Alpha Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

11% more capital invested

Capital invested by funds: $57.7M → $63.8M (+$6.17M)

11% more funds holding

Funds holding: 3842 (+4)

0.31% more ownership

Funds ownership: 26.34%26.65% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$11.8M +$176K +13,178 +2%
KIM
2
Karpus Investment Management
New York
$10.2M +$1.79M +134,017 +23%
Cohen & Steers
3
Cohen & Steers
New York
$7.02M -$1.43M -106,949 -18%
SFS
4
Shaker Financial Services
Virginia
$4.99M +$725K +54,305 +18%
RJA
5
Raymond James & Associates
Florida
$4.43M +$103K +7,708 +3%
GC
6
Guggenheim Capital
Illinois
$4.09M -$350K -26,193 -8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$3.72M
Invesco
8
Invesco
Georgia
$3.24M -$709K -53,092 -19%
Wells Fargo
9
Wells Fargo
California
$2.28M +$202K +15,154 +10%
LPL Financial
10
LPL Financial
California
$1.94M -$54.3K -4,067 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.63M -$128K -9,596 -8%
Morgan Stanley
12
Morgan Stanley
New York
$1.2M +$263K +19,710 +30%
1CP
13
1607 Capital Partners
Virginia
$1.06M +$139K +10,390 +16%
UBS Group
14
UBS Group
Switzerland
$796K +$42.4K +3,176 +6%
Bank of America
15
Bank of America
North Carolina
$693K +$9.51K +712 +1%
Stifel Financial
16
Stifel Financial
Missouri
$557K +$15.2K +1,142 +3%
WAM
17
Wolverine Asset Management
Illinois
$481K -$322K -24,114 -41%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$396K +$16.4K +1,229 +5%
Ameriprise
19
Ameriprise
Minnesota
$327K -$13.2K -986 -4%
Millennium Management
20
Millennium Management
New York
$306K +$291K +21,764 New
CA
21
Cetera Advisors
Colorado
$305K +$9.35K +700 +3%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$299K -$75.7K -5,668 -21%
KWM
23
Kingsview Wealth Management
Oregon
$261K +$248K +18,544 New
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$257K +$33.4K +2,500 +16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$233K +$19.2K +1,440 +10%

JCE Hedge Fund Activity: Q4 2020 in Review

42 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2020, worth a combined $63.8M — up 11% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JCE positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.79M. The largest seller was Cohen & Steers, cutting an estimated $1.43M.

  • 42 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $63.8M of Nuveen Core Equity Alpha Fund stock for Q4 2020, up 11% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q4 2020 was Karpus Investment Management, an estimated $1.79M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q4 2020 was Cohen & Steers, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2020.