Nuveen Core Equity Alpha Fund
JCE
44 hedge funds and large institutions have $33M invested in Nuveen Core Equity Alpha Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
16% more funds holding
Funds holding: 38 → 44 (+6)
1.09% more ownership
Funds ownership: 15.6% → 16.69% (+1.1%)
2% less capital invested
Capital invested by funds: $33.8M → $33M (-$783K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$958K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$613K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$488K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$922K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$404K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$365K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$329K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$158K |
JCE Hedge Fund Activity: Q1 2023 in Review
44 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2023, worth a combined $33M — down 2.3% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JCE positions and 1 closed out — a net gain of 6 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $1M. The largest seller was Advisors Asset Management, cutting an estimated $922K.
- 44 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2023, up from 38 in Q4 2022.
- Funds reported $33M of Nuveen Core Equity Alpha Fund stock for Q1 2023, down 2.3% quarter-over-quarter.
- 7 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2023 and 1 closed out, a net change of +6 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q1 2023 was Cohen & Steers, an estimated $1M added.
- The largest Nuveen Core Equity Alpha Fund seller in Q1 2023 was Advisors Asset Management, an estimated $922K sold.
Based on aggregated 13F filings for Q1 2023.