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Nuveen Core Equity Alpha Fund

44 hedge funds and large institutions have $55.9M invested in Nuveen Core Equity Alpha Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4244 (+2)

0.34% more ownership

Funds ownership: 22.34%22.68% (+0.34%)

2% less capital invested

Capital invested by funds: $57.1M → $55.9M (-$1.23M)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$198K +$210K +13,600 New
CWM
27
Centurion Wealth Management
Virginia
$183K
JWCA
28
J.W. Cole Advisors
Florida
$162K +$172K +11,135 New
SFS
29
Sowell Financial Services
Arkansas
$161K +$170K +11,007 New
DJYG
30
David J. Yvars Group
Florida
$159K
DWP
31
Daymark Wealth Partners
Ohio
$157K
Comerica Bank
32
Comerica Bank
Texas
$96.2K
CA
33
Cornerstone Advisors
North Carolina
$89K +$94.3K +6,100 New
FIA
34
FNY Investment Advisers
New York
$43K +$46.4K +3,000 New
HCP
35
Hexagon Capital Partners
Arkansas
$28K
EB
36
Eastern Bank
Massachusetts
$27.3K +$28.9K +1,869 New
EC
37
Elequin Capital
New York
$21K +$22.2K +1,438 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$19K
CA
39
Centerpoint Advisors
Massachusetts
$15K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$13.8K
CT
41
Colonial Trust
South Carolina
$5.35K
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$5.29K
FMP
43
Financial Management Professionals
Texas
$3.68K +$464 +30 +14%
DJSG
44
D.J. St. Germain
Massachusetts
$1.82K
LFG
45
Larson Financial Group
Missouri
-$104K -6,553 Closed
CA
46
CoreCap Advisors
Michigan
-$15.9K -1,000 Closed
MA
47
Montag & Associates
Georgia
-$15.9K -1,000 Closed
T
48
Transce3nd
Texas
-$4.93K -310 Closed
AF
49
Allworth Financial
California
-$4.22K -265 Closed

JCE Hedge Fund Activity: Q1 2025 in Review

44 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q1 2025, worth a combined $55.9M — down 2.2% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JCE positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.31M. The largest seller was UBS Group, cutting an estimated $307K.

  • 44 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q1 2025, up from 42 in Q4 2024.
  • Funds reported $55.9M of Nuveen Core Equity Alpha Fund stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 7 funds opened new Nuveen Core Equity Alpha Fund positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $2.31M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q1 2025 was UBS Group, an estimated $307K sold.

Based on aggregated 13F filings for Q1 2025.