Nuveen Core Equity Alpha Fund
JCE
41 hedge funds and large institutions have $37M invested in Nuveen Core Equity Alpha Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
8% more funds holding
Funds holding: 38 → 41 (+3)
1.65% more ownership
Funds ownership: 15.63% → 17.28% (+1.7%)
16% less capital invested
Capital invested by funds: $44M → $37M (-$6.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.94M |
| 2 |
Morgan Stanley
New York
|
+$949K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$579K |
| 4 |
Cohen & Steers
New York
|
+$435K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.78M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$934K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$455K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$312K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$216K |
JCE Hedge Fund Activity: Q2 2022 in Review
41 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2022, worth a combined $37M — down 16% from $44M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JCE positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.94M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $1.78M sold.
- 41 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2022, up from 38 in Q1 2022.
- Funds reported $37M of Nuveen Core Equity Alpha Fund stock for Q2 2022, down 16% quarter-over-quarter.
- 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2022 and 5 closed out, a net change of +3 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q2 2022 was Shaker Financial Services, an estimated $3.94M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q2 2022 was Clough Capital Partners, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2022.