Nuveen Core Equity Alpha Fund
JCE
33 hedge funds and large institutions have $45.8M invested in Nuveen Core Equity Alpha Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 6 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
5.18% less ownership
Funds ownership: 20.67% → 15.49% (-5.2%)
8% less funds holding
Funds holding: 36 → 33 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
89% less capital inflows, than outflows
Capital inflows: $1.63M | Capital outflows: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$393K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$276K |
| 3 |
Morgan Stanley
New York
|
+$222K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$208K |
| 5 |
Guggenheim Capital
Chicago,
Illinois
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
-$5.69M |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
-$3.27M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$2.74M |
| 4 |
Cohen & Steers
New York
|
-$2.06M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$695K |
JCE Hedge Fund Activity: Q3 2021 in Review
33 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2021, worth a combined $45.8M — down 20% from $57.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JCE and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 15 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $393K. The largest seller was Karpus Investment Management, cutting an estimated $5.69M.
- 33 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2021, down from 36 in Q2 2021.
- Funds reported $45.8M of Nuveen Core Equity Alpha Fund stock for Q3 2021, down 20% quarter-over-quarter.
- 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2021 and 6 closed out, a net change of -3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q3 2021 was Bank of Montreal, an estimated $393K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q3 2021 was Karpus Investment Management, an estimated $5.69M sold.
Based on aggregated 13F filings for Q3 2021.