Nuveen Core Equity Alpha Fund is a publicly traded company on NYSE. As of Q3 2025, 41 institutional investors hold shares in this company, with total holdings valued at $63.8M. Shaker Financial Services, LLC is the largest holder with a position valued at $8.7M.
Overview of institutional ownership in JCE as of Q3 2025
Institutions with the largest positions in JCE as of Q3 2025
| Institution | Position Value |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | $8.7M 2.97% of portfolio |
Baird Financial Group, Inc. Private Equity | $8.5M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.8M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $6.2M 0.00% of portfolio |
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | $4.3M 3.26% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $4.0M 0.03% of portfolio |
Invesco Ltd. ETF Provider | $3.8M 0.00% of portfolio |
C Cornerstone Advisors, LLC Institution | $2.9M 0.09% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.7M 0.00% of portfolio |
Capital Investment Advisors, LLC RIA/Wealth | $2.0M 0.03% of portfolio |
Institutional buying and selling activity for JCE in Q3 2025
| Institution | Net Bought |
|---|---|
C Cornerstone Advisors, LLC Institution | +$2.0M +124.4K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.1M +68.5K shares |
Baird Financial Group, Inc. Private Equity | +$396.9K +25.2K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$348.2K +22.1K shares |
J JANE STREET GROUP, LLC Institution | +$210.3K +13.4K shares |
Shaker Financial Services, LLC RIA/Wealth | +$196.5K +12.2K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$174.9K +11.1K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$135.3K +8.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$76.2K +4.8K shares |
Cetera Investment Advisers RIA/Wealth | +$63.5K +4.0K shares |
| Institution | Net Sold |
|---|---|
Advisors Asset Management, Inc. ETF Provider | −$1.1M −72.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$441.5K −28.1K shares |
Invesco Ltd. ETF Provider | −$328.6K −20.9K shares |
M MGB Wealth Management, LLC RIA/Wealth | −$177.4K −11.4K shares |
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | −$146.3K −9.1K shares |
UBS Group AG Institution | −$68.8K −4.4K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$57.6K −3.7K shares |
Capital Investment Advisors, LLC RIA/Wealth | −$37.0K −2.4K shares |
MORGAN STANLEY RIA/Wealth | −$15.0K −953.0 shares |
L LPL Financial LLC Institution | −$7.6K −480.0 shares |
Institutions that initiated new positions or completely exited JCE in Q3 2025
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $210.3K 13.4K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $174.9K 11.1K shares |
Rockefeller Capital Management L.P. Long Only Manager | $135.3K 8.6K shares |
Transamerica Financial Advisors, Inc. Institution | $2.3K 146.0 shares |
| Institution | Previous Position |
|---|---|
Advisors Asset Management, Inc. ETF Provider | $1.1M 72.0K shares |
M MGB Wealth Management, LLC RIA/Wealth | $177.4K 11.4K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $57.6K 3.7K shares |
Financial Management Professionals, Inc. RIA/Wealth | $4.0K 252.0 shares |
Institutions with the largest Call and Put options positions in JCE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with JCE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
RETIREMENT PLANNING GROUP, LLC / NY RIA/Wealth | 3.26% $4.3M |
Shaker Financial Services, LLC RIA/Wealth | 2.97% $8.7M |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.10% $1.5M |
C Cornerstone Advisors, LLC Institution | 0.09% $2.9M |
D David J Yvars Group Institution | 0.09% $170.7K |
0.06% $806.4K | |
C Centurion Wealth Management LLC Institution | 0.04% $188.6K |
Capital Investment Advisors, LLC RIA/Wealth | 0.03% $2.0M |
G GUGGENHEIM CAPITAL LLC Institution | 0.03% $4.0M |
Spire Wealth Management RIA/Wealth | 0.03% $799.4K |
Discover hedge funds investing in JCE

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
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