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Nuveen Core Plus Impact Fund

44 hedge funds and large institutions have $121M invested in Nuveen Core Plus Impact Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $115M → $121M (+$5.98M)

2.97% more ownership

Funds ownership: 39.15%42.12% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4544 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
26
Walled Lake Planning & Wealth Management
Illinois
$194K +$196K +19,450 New
HKIM
27
Hayek Kallen Investment Management
Alabama
$145K -$15.1K -1,500 -9%
SFS
28
Shaker Financial Services
Virginia
$143K -$252K -24,955 -64%
FHA
29
Flagship Harbor Advisors
Massachusetts
$139K +$141K +13,924 New
RJA
30
Raymond James & Associates
Florida
$139K +$24.8K +2,453 +21%
SWM
31
SeaCrest Wealth Management
New York
$136K -$30.6K -3,029 -18%
PI
32
PFG Investments
New York
$121K +$122K +12,100 New
WP
33
WealthSource Partners
California
$110K +$111K +10,993 New
Truist Financial
34
Truist Financial
North Carolina
$105K +$252 +25 +0.2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$100K -$1.68K -166 -2%
QL
36
Quarry LP
New York
$99.7K +$101K +10,000 New
EC
37
Elequin Capital
New York
$28.6K -$183K -18,127 -86%
CT
38
Colonial Trust
South Carolina
$15K
MHR
39
Matthew Hamilton Rosenberg
$9.97K
Bessemer Group
40
Bessemer Group
New Jersey
$9K +$2.17K +215 +30%
HI
41
Harbour Investments
Wisconsin
$5.75K +$141 +14 +2%
FIA
42
FNY Investment Advisers
New York
$5K
JP Morgan Chase
43
JP Morgan Chase
New York
$1.96K +$1.99K +197 New
EWA
44
EverSource Wealth Advisors
Alabama
$339
WAM
45
Weiss Asset Management
Massachusetts
-$370K -36,205 Closed
BRWA
46
B. Riley Wealth Advisors
Florida
-$189K -18,400 Closed
IFG
47
Independent Financial Group
California
-$172K -16,833 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$123K -12,028 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
-$120K -11,748 Closed
Nomura Holdings
50
Nomura Holdings
Japan
-$102K -10,000 Closed

NPCT Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q2 2023, worth a combined $121M — up 5.2% from $115M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NPCT and 6 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $3.79M. The largest seller was Wells Fargo, cutting an estimated $1.72M.

  • 44 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $121M of Nuveen Core Plus Impact Fund stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Plus Impact Fund positions in Q2 2023 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Core Plus Impact Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.79M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q2 2023 was Wells Fargo, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2023.