Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN CORE EQUITY ALPHA FD (JCE)

42 + Investors. Track Smart Money conviction in JCE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — JCE

Based on 42 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JCE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
42 funds currently hold this stock — 89% of the 3.0-year high of 47 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

23 buying18 selling
Last quarter: 23 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 9 → 1. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 21% medium ■ 12% new
28 out of 42 hedge funds have held JCE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~1 new funds/quarter

1 → 6 → 4 → 9 → 1 new funds/Q
New funds entering each quarter: 6 → 4 → 9 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 5% 1-2yr ■ 21% new
Of 42 current holders: 31 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
9 of 42 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JCE

How many hedge funds hold JCE — quarterly history vs. share price
Quarterly hedge fund ownership of JCE vs. share price

Market Analysis: JCE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: JCE
2026 Q1 Stats Unlock in 15 days 42 + Investors

Track Smart Money conviction in JCE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 42 47 -10.64%
13F Shares 4M 4M 1.91%
Total Value $64M $62M 3.09%
New Positions 1 9 -8
Increased Positions 22 19 +3
Closed Positions 6 4 +2
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JCE. Verified SEC 13F-HR filings.

Top 19 institutional holders of JCE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RETIREMENT PLANNING GROUP, LLC / NY 2.49% 255,078 $3.9M
2 PMG Family Office LLC 0.50% 29,369 $444K
3 David J Yvars Group 0.09% 11,000 $155K
4 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% 52,025 $780K
5 Centurion Wealth Management LLC 0.04% 12,480 $184K
6 Capital Investment Advisors, LLC 0.03% 116,571 $1.7M
7 Spire Wealth Management 0.03% 51,574 $762K
8 Canal Capital Management, LLC 0.02% 11,172 $165K
9 FNY Investment Advisers, LLC 0.02% 3,000 —
10 NWF Advisory Services Inc. 0.02% 10,100 $149K
11 WOLVERINE ASSET MANAGEMENT LLC 0.01% 103,118 $1.5M
12 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 85,856 $1K
13 Blue Trust, Inc. 0.00% 6,040 $89K
14 Cambridge Investment Research Advisors, Inc. 0.00% 25,991 —
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 35,028 $518K
16 EASTERN BANK 0.00% 1,869 $28K
17 FIFTH THIRD BANCORP 0.00% 3,969 $59K
18 UBS Group AG 0.00% 41,113 $608K
19 ST GERMAIN D J CO INC 0.00% 125 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN CORE EQUITY ALPHA FD (JCE)

What does the Smart Money Trend signal show for JCE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JCE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JCE?

Slight buying edge — 56% buying: Last quarter: 23 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JCE holders?

Strong quality — 25% AUM from major funds: 9 of 42 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JCE?

67% of holders stayed for 2+ years: 28 out of 42 hedge funds have held JCE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.