Nuveen Core Equity Alpha Fund
JCE
38 hedge funds and large institutions have $46.7M invested in Nuveen Core Equity Alpha Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
15% more funds holding
Funds holding: 33 → 38 (+5)
2% more capital invested
Capital invested by funds: $45.8M → $46.7M (+$951K)
0.82% less ownership
Funds ownership: 15.49% → 14.67% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$903K |
| 2 |
Morgan Stanley
New York
|
+$223K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$182K |
| 4 |
LPL Financial
San Diego,
California
|
+$177K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.93M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.08M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$394K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$361K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$215K |
JCE Hedge Fund Activity: Q4 2021 in Review
38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2021, worth a combined $46.7M — up 2.1% from $45.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JCE positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $903K. The largest seller was Cohen & Steers, cutting an estimated $1.93M.
- 38 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $46.7M of Nuveen Core Equity Alpha Fund stock for Q4 2021, up 2.1% quarter-over-quarter.
- 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2021 and 1 closed out, a net change of +5 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $903K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q4 2021 was Cohen & Steers, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2021.