We are live on ! Find out more
JCE icon

Nuveen Core Equity Alpha Fund

48 hedge funds and large institutions have $47.6M invested in Nuveen Core Equity Alpha Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $43.1M → $47.6M (+$4.45M)

5.32% more ownership

Funds ownership: 17.83%23.15% (+5.3%)

4% more funds holding

Funds holding: 4648 (+2)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
1
Baird Financial Group
Wisconsin
$7.85M +$7.62M +510,989 New
RJA
2
Raymond James & Associates
Florida
$6.38M -$408K -27,368 -6%
Morgan Stanley
3
Morgan Stanley
New York
$4.79M -$13.4K -899 -0.3%
Invesco
4
Invesco
Georgia
$3.72M +$372K +24,941 +11%
GC
5
Guggenheim Capital
Illinois
$3.44M +$163K +10,901 +5%
AAM
6
Advisors Asset Management
Colorado
$2.61M -$324K -21,705 -11%
CIA
7
Capital Investment Advisors
Georgia
$2.33M +$19.7K +1,324 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.82M +$509K +34,139 +40%
Wells Fargo
9
Wells Fargo
California
$1.77M +$139K +9,339 +9%
LPL Financial
10
LPL Financial
California
$1.69M +$35.4K +2,372 +2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.69M +$414K +27,780 +35%
SPIA
12
Steward Partners Investment Advisory
New York
$1.08M +$114K +7,675 +12%
UBS Group
13
UBS Group
Switzerland
$940K -$118K -7,897 -11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$740K +$60.4K +4,053 +9%
SWM
15
Spire Wealth Management
Virginia
$731K -$92.5K -6,200 -12%
Cohen & Steers
16
Cohen & Steers
New York
$612K -$2.28M -152,787 -79%
Ameriprise
17
Ameriprise
Minnesota
$532K +$16.7K +1,117 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$493K -$133K -8,940 -22%
Bank of America
19
Bank of America
North Carolina
$486K +$52.1K +3,493 +12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$468K +$18K +1,210 +4%
NA
21
NewEdge Advisors
Louisiana
$393K +$60K +4,022 +19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$383K +$12.8K +861 +4%
RJT
23
Raymond James Trust
Florida
$358K
SFS
24
Shaker Financial Services
Virginia
$344K -$2.69M -180,346 -89%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$294K +$60 +4 +0%

JCE Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2024, worth a combined $47.6M — up 10% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JCE positions and 2 closed out — a net gain of 3 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $8.89M. The largest seller was Shaker Financial Services, cutting an estimated $2.69M.

  • 48 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $47.6M of Nuveen Core Equity Alpha Fund stock for Q3 2024, up 10% quarter-over-quarter.
  • 5 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $8.89M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2024 was Shaker Financial Services, an estimated $2.69M sold.

Based on aggregated 13F filings for Q3 2024.