Who Owns Nuveen Core Equity Alpha Fund Stock?
NYSE: JCEFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 31.06%
- Held by insiders
- 0.00%
- Institutional holders
- 54
- Institutions 31.1%
- Insiders 0.0%
- Public and other 68.9%
Who owns Nuveen Core Equity Alpha Fund stock?
Institutional investors own about 31.1% of Nuveen Core Equity Alpha Fund's shares, spread across 54 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of JCE.
The largest institutional holders are Raymond James Financial, Inc. (3.43%), Baird Financial Group, Inc. (3.16%) and Shaker Financial Services, LLC (3.08%). Together, the top 10 institutions control 22.0% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their JCE positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JCE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Raymond James Financial, Inc. | 577.91K | 3.43% | +0.9% |
| Baird Financial Group, Inc. | 531.97K | 3.16% | +10.4% |
| Shaker Financial Services, LLC | 519.13K | 3.08% | -15.7% |
| 1607 Capital Partners, LLC | 503.25K | 2.99% | +74.6% |
| Morgan Stanley | 389.11K | 2.31% | +4.0% |
| Guggenheim Capital, LLC | 318.26K | 1.89% | +0.2% |
| Retirement Planning Group, LLC / Ny | 250.11K | 1.49% | -1.9% |
| Invesco Ltd. | 236.53K | 1.41% | -9.6% |
| Karpus Management, Inc. | 199.14K | 1.18% | +8.1% |
| Osaic Holdings Inc. | 180.61K | 1.07% | +1.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of JCE
| Fund | Shares | % Held |
|---|---|---|
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 310 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 110 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Nuveen Core Equity Alpha Fund?
Raymond James Financial, Inc. is the largest institutional shareholder of JCE, owning 3.43% of shares outstanding (577.91K shares) as of its latest 13F filing.
What percentage of Nuveen Core Equity Alpha Fund is owned by institutions?
Institutions own about 31.1% of JCE shares and 31.1% of the public float.
How much of Nuveen Core Equity Alpha Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of JCE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.