Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Core Equity Alpha Fd (JCE)

51 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — JCE

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JCE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold JCE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

27 buying17 selling
Last quarter: 27 funds were net buyers (6 opened a brand new position + 21 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 3 → 12 → 6. 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+) ■ 20% medium ■ 14% new
34 out of 51 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 — ~6 new funds/quarter

4 → 9 → 3 → 12 → 6 new funds/Q
New funds entering each quarter: 9 → 3 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 51 holders: 35 (69%) are 2+ year veterans, 5 entered 1–2 years ago, and 11 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
11 of 51 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — JCE

In 2026 Q2, 27 hedge funds were net buyers of JCE (6 opened a new position, 21 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 21% of total institutional value in JCE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 51.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: JCE
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 50 2.0%
13F Shares 5M 5M 2.98%
Total Value $78M $68M 14.08%
New Positions 6 12 -6
Increased Positions 21 11 +10
Closed Positions 5 7 -2
Reduced Positions 12 13 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCE

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Financial Highlights

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Institutional Holders (2026 Q2)

51 + investors

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

QUARTER:
Top 25 JCE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 2.73% 519,128 $8.7M
2 Retirement Planning Group, LLC / Ny 2.28% 250,109 $4.2M
3 1607 Capital Partners, LLC 0.72% 503,250 $8.2M
4 PMG Family Office LLC 0.47% 30,675 $513K
5 Z3 Capital Partners, LLC 0.14% 41,411 $677K
6 Karpus Management, Inc. 0.09% 199,137 $3.3M
7 David J Yvars Group 0.08% 11,000 $175K
8 International Assets Investment Management, LLC 0.05% 52,194 $854K
9 Centurion Wealth Management LLC 0.05% 12,771 $209K
10 Canal Capital Management, LLC 0.04% 18,116 $296K
11 Guggenheim Capital LLC 0.03% 318,259 $5.2M
12 Spire Wealth Management 0.03% 51,574 $844K
13 Capital Investment Advisors, LLC 0.02% 115,451 $1.9M
14 Founders Financial Alliance, LLC 0.02% 10,317 $169K
15 NWF Advisory Services Inc. 0.02% 12,100 $198K
16 Advisors Asset Management, Inc. 0.01% 54,397 $890K
17 Baird Financial Group, Inc. 0.01% 531,973 $8.7M
18 Steward Partners Investment Advisory, LLC 0.01% 91,508 $1.5M
19 Daymark Wealth Partners, LLC 0.00% 10,790 $177K
20 XTX Topco Ltd 0.00% 16,926 $277K
21 Osaic Holdings, INC. 0.00% 180,614 $3.0M
22 Raymond James Financial Inc 0.00% 577,911 $9.5M
23 Wolverine Asset Management LLC 0.00% 14,232 $233K
24 Thomas J. Herzfeld Advisors, Inc. 0.00% 402 $7K
25 NewEdge Advisors, LLC 0.00% 20,115 $329K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JCE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JCE?

More buyers than sellers — 61% buying: Last quarter: 27 funds were net buyers (6 opened a brand new position + 21 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JCE holders?

Strong quality — 21% AUM from major funds: 11 of 51 holders rank in the top 100 by AUM, accounting for 21% 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: 34 out of 51 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.

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