Nuveen Core Equity Alpha Fund
JCE
46 hedge funds and large institutions have $44.4M invested in Nuveen Core Equity Alpha Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
9% more capital invested
Capital invested by funds: $40.6M → $44.4M (+$3.81M)
5% more funds holding
Funds holding: 44 → 46 (+2)
0.1% more ownership
Funds ownership: 20.32% → 20.42% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$343K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$321K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$207K |
| 4 |
Morgan Stanley
New York
|
+$142K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.35M |
| 2 |
Cohen & Steers
New York
|
-$514K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$425K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$273K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$159K |
JCE Hedge Fund Activity: Q4 2023 in Review
46 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2023, worth a combined $44.4M — up 9.4% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JCE positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $343K. The largest seller was Shaker Financial Services, cutting an estimated $2.35M.
- 46 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $44.4M of Nuveen Core Equity Alpha Fund stock for Q4 2023, up 9.4% quarter-over-quarter.
- 4 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Nuveen Core Equity Alpha Fund buyer in Q4 2023 was Capital Investment Advisors, an estimated $343K added.
- The largest Nuveen Core Equity Alpha Fund seller in Q4 2023 was Shaker Financial Services, an estimated $2.35M sold.
Based on aggregated 13F filings for Q4 2023.