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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
Baird Financial Group
1
Baird Financial Group
Wisconsin
$7.65M -$65K -4,203 -0.8%
Raymond James Financial
2
Raymond James Financial
Florida
$7.42M +$210K +13,581 +3%
Morgan Stanley
3
Morgan Stanley
New York
$5.41M +$506K +32,747 +10%
SFS
4
Shaker Financial Services
Virginia
$5.16M +$2.31M +149,730 +76%
RPGNY
5
Retirement Planning Group (New York)
New York
$4.18M -$80.3K -5,195 -2%
Invesco
6
Invesco
Georgia
$3.65M +$99.2K +6,421 +3%
GC
7
Guggenheim Capital
Illinois
$3.33M -$236K -15,287 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.46M +$153K +9,875 +6%
CIA
9
Capital Investment Advisors
Georgia
$1.94M -$182K -11,773 -8%
Wells Fargo
10
Wells Fargo
California
$1.82M +$176K +11,393 +10%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.64M
AAM
12
Advisors Asset Management
Colorado
$1.52M -$25.4K -1,643 -2%
LPL Financial
13
LPL Financial
California
$1.31M -$268K -17,364 -16%
SPIA
14
Steward Partners Investment Advisory
New York
$1.23M +$12.1K +784 +0.9%
UBS Group
15
UBS Group
Switzerland
$881K -$307K -19,889 -25%
SWM
16
Spire Wealth Management
Virginia
$757K +$78.1K +5,050 +11%
IAIM
17
International Assets Investment Management
Florida
$720K +$123K +7,950 +19%
Ameriprise
18
Ameriprise
Minnesota
$582K +$37.7K +2,439 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$508K +$25K +1,620 +5%
Bank of America
20
Bank of America
North Carolina
$435K +$4.45K +288 +1%
NA
21
NewEdge Advisors
Louisiana
$412K +$16.5K +1,069 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$406K +$46.4K +3,000 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$390K -$16.6K -1,075 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$371K -$6.97K -451 -2%
MWM
25
MGB Wealth Management
Texas
$349K +$177K +11,442 +100%

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.