We are live on ! Find out more
JCE icon

Nuveen Core Equity Alpha Fund

42 hedge funds and large institutions have $57.1M invested in Nuveen Core Equity Alpha Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $47.6M → $57.1M (+$9.56M)

0.81% less ownership

Funds ownership: 23.15%22.34% (-0.81%)

13% less funds holding

Funds holding: 4842 (-6)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
15
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MGB Wealth Management
Texas
$182K
DJYG
27
David J. Yvars Group
Florida
$173K
DWP
28
Daymark Wealth Partners
Ohio
$172K
Comerica Bank
29
Comerica Bank
Texas
$105K +$3.13K +202 +3%
LFG
30
Larson Financial Group
Missouri
$104K
HCP
31
Hexagon Capital Partners
Arkansas
$30.5K
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$21K -$1.01K -65 -5%
CA
33
Centerpoint Advisors
Massachusetts
$16K
CA
34
CoreCap Advisors
Michigan
$15.9K
MA
35
Montag & Associates
Georgia
$15.9K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$15.1K
CT
37
Colonial Trust
South Carolina
$5.84K
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$5.76K +$217 +14 +4%
T
39
Transce3nd
Texas
$4.93K +$4.8K +310 New
AF
40
Allworth Financial
California
$4.22K
FMP
41
Financial Management Professionals
Texas
$3.53K
DJSG
42
D.J. St. Germain
Massachusetts
$1.99K
Cohen & Steers
43
Cohen & Steers
New York
-$612K -39,846 Closed
NAS
44
NWF Advisory Services
California
-$209K -13,600 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$163K -10,592 Closed
GJWM
46
Gilliland Jeter Wealth Management
Arkansas
-$111K -7,244 Closed
ATS
47
Ashton Thomas Securities
New York
-$61.5K -4,000 Closed
FIA
48
FNY Investment Advisers
New York
-$46K -3,000 Closed

JCE Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2024, worth a combined $57.1M — up 20% from $47.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JCE and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Shaker Financial Services, adding an estimated $2.71M. The largest seller was International Assets Investment Management, cutting an estimated $9.21M.

  • 42 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2024, down from 48 in Q3 2024.
  • Funds reported $57.1M of Nuveen Core Equity Alpha Fund stock for Q4 2024, up 20% quarter-over-quarter.
  • 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2024 and 6 closed out, a net change of -3 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $2.71M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2024.