We are live on ! Find out more
JCE icon

Nuveen Core Equity Alpha Fund

47 hedge funds and large institutions have $40M invested in Nuveen Core Equity Alpha Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $32.8M → $40M (+$7.16M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

7% more funds holding

Funds holding: 4447 (+3)

2.85% more ownership

Funds ownership: 16.69%19.53% (+2.8%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$5.07M +$83.2K +6,776 +2%
Cohen & Steers
2
Cohen & Steers
New York
$3.85M +$1.1M +89,616 +42%
Morgan Stanley
3
Morgan Stanley
New York
$3.27M +$9.74K +793 +0.3%
GC
4
Guggenheim Capital
Illinois
$3.07M -$763K -62,166 -21%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.83M +$2.36M +192,354 +652%
AAM
6
Advisors Asset Management
Colorado
$2.52M -$83.8K -6,826 -3%
Invesco
7
Invesco
Georgia
$2.3M -$211K -17,202 -9%
SFS
8
Shaker Financial Services
Virginia
$2.12M +$1.09M +88,899 +118%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.68M +$9.97K +812 +0.6%
Wells Fargo
10
Wells Fargo
California
$1.4M -$71.4K -5,814 -5%
LPL Financial
11
LPL Financial
California
$1.33M -$154K -12,507 -11%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.1M -$111K -9,056 -9%
WAM
13
Wolverine Asset Management
Illinois
$1.09M +$576K +46,945 +122%
SWM
14
Spire Wealth Management
Virginia
$1M +$289K +23,503 +43%
UBS Group
15
UBS Group
Switzerland
$894K -$9.12K -743 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$863K +$3.57K +291 +0.4%
CIA
17
Capital Investment Advisors
Georgia
$734K +$433K +35,250 +158%
CA
18
Cornerstone Advisors
North Carolina
$593K +$571K +46,495 New
Bank of America
19
Bank of America
North Carolina
$430K -$9.77K -796 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$394K -$32.6K -2,656 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$362K -$14.5K -1,182 -4%
IAIM
22
International Assets Investment Management
Florida
$320K +$37.5K +3,057 +14%
LCM
23
Landscape Capital Management
New Jersey
$313K +$301K +24,539 New
RJT
24
Raymond James Trust
Florida
$286K +$35.4K +2,881 +15%
CA
25
Cetera Advisors
Colorado
$248K -$24.6K -2,000 -9%

JCE Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2023, worth a combined $40M — up 22% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JCE positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.36M. The largest seller was Guggenheim Capital, cutting an estimated $763K.

  • 47 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2023, up from 44 in Q1 2023.
  • Funds reported $40M of Nuveen Core Equity Alpha Fund stock for Q2 2023, up 22% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $2.36M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q2 2023 was Guggenheim Capital, an estimated $763K sold.

Based on aggregated 13F filings for Q2 2023.