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Nuveen Core Equity Alpha Fund

49 hedge funds and large institutions have $45.2M invested in Nuveen Core Equity Alpha Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 4649 (+3)

2.18% less ownership

Funds ownership: 22.13%19.95% (-2.2%)

6% less capital invested

Capital invested by funds: $48.1M → $45.2M (-$2.91M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$6.11M -$42.1K -3,094 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$4.3M -$3.33M -245,023 -44%
Cohen & Steers
3
Cohen & Steers
New York
$4.1M -$143K -10,500 -3%
GC
4
Guggenheim Capital
Illinois
$3.47M +$163K +11,982 +5%
SFS
5
Shaker Financial Services
Virginia
$3.36M +$2.95M +216,690 +1,238%
AAM
6
Advisors Asset Management
Colorado
$2.72M -$284K -20,877 -10%
Invesco
7
Invesco
Georgia
$2.43M -$186K -13,698 -7%
CIA
8
Capital Investment Advisors
Georgia
$2.02M +$250K +18,350 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.97M +$139K +10,241 +8%
LPL Financial
10
LPL Financial
California
$1.59M +$80K +5,886 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.52M -$1.76M -129,549 -54%
Wells Fargo
12
Wells Fargo
California
$1.51M -$103K -7,602 -7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.15M -$247K -18,186 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.1M -$3.6K -265 -0.3%
SWM
15
Spire Wealth Management
Virginia
$1.09M -$68.7K -5,055 -6%
UBS Group
16
UBS Group
Switzerland
$883K -$20.9K -1,539 -2%
SPIA
17
Steward Partners Investment Advisory
New York
$829K +$111K +8,133 +16%
IAIM
18
International Assets Investment Management
Florida
$561K +$89.9K +6,609 +20%
Ameriprise
19
Ameriprise
Minnesota
$466K +$150K +11,023 +50%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$415K +$20.1K +1,475 +5%
Bank of America
21
Bank of America
North Carolina
$388K -$9.14K -672 -2%
RJT
22
Raymond James Trust
Florida
$328K -$54.4K -4,000 -15%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$309K
CWA
24
Continuum Wealth Advisors
New York
$275K +$266K +19,545 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$269K +$260K +19,138 New

JCE Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2024, worth a combined $45.2M — down 6.1% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JCE positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.95M. The largest seller was Morgan Stanley, cutting an estimated $3.33M.

  • 49 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $45.2M of Nuveen Core Equity Alpha Fund stock for Q1 2024, down 6.1% quarter-over-quarter.
  • 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $2.95M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2024.