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Nuveen Core Plus Impact Fund
NPCT

18 hedge funds and large institutions have $52.3M invested in Nuveen Core Plus Impact Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

151% more capital invested

Capital invested by funds: $20.9M → $52.3M (+$31.5M)

64% more funds holding

Funds holding: 11 → 18 (+7)

5.57% more ownership

Funds ownership: 3.74% → 9.31% (+5.6%)

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$12.7M
2
Invesco
Invesco
Georgia
+$7.17M
3
Wells Fargo
Wells Fargo
California
+$3.07M
4
Bank of America
Bank of America
North Carolina
+$2.13M
5
UBS Group
UBS Group
Switzerland
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$506K
2
BRWM
B. Riley Wealth Management
Tennessee
-$58.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1
Penserra Capital Management
California
$12.7M +$12.7M +650,461 New
UBS Group
2
UBS Group
Switzerland
$9.53M +$2.06M +104,925 +27%
Wells Fargo
3
Wells Fargo
California
$8.15M +$3.07M +156,804 +60%
Invesco
4
Invesco
Georgia
$7.15M +$7.17M +365,822 New
Bank of America
5
Bank of America
North Carolina
$3.68M +$2.13M +108,503 +136%
Stifel Financial
6
Stifel Financial
Missouri
$2.6M -$506K -25,800 -16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.43M +$823K +41,991 +135%
Morgan Stanley
8
Morgan Stanley
New York
$1.19M +$1.11M +56,435 +1,278%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.14M +$339K +17,280 +41%
Truist Financial
10
Truist Financial
North Carolina
$1.1M +$578K +29,511 +109%
HKIM
11
Hayek Kallen Investment Management
Alabama
$1M +$63.7K +3,250 +7%
1CP
12
1607 Capital Partners
Virginia
$774K +$776K +39,600 New
WS
13
Wedbush Securities
California
$692K +$314K +16,014 +83%
6M
14
6 Meridian
Kansas
$467K +$468K +23,907 New
BRWM
15
B. Riley Wealth Management
Tennessee
$371K -$58.8K -3,000 -14%
OBWG
16
Onyx Bridge Wealth Group
New York
$237K +$250K +12,767 New
APA
17
American Portfolios Advisors
New York
$62.6K +$62.7K +3,200 New
FIA
18
FNY Investment Advisers
New York
$29K +$29.4K +1,500 New

NPCT Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q3 2021, worth a combined $52.3M — up 151% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NPCT positions and 0 closed out — a net gain of 7 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $12.7M. The largest seller was Stifel Financial, cutting an estimated $506K.

  • 18 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q3 2021, up from 11 in Q2 2021.
  • Funds reported $52.3M of Nuveen Core Plus Impact Fund stock for Q3 2021, up 151% quarter-over-quarter.
  • 7 funds opened new Nuveen Core Plus Impact Fund positions in Q3 2021 and 0 closed out, a net change of +7 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q3 2021 was Penserra Capital Management, an estimated $12.7M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q3 2021 was Stifel Financial, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2021.