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Nuveen Core Plus Impact Fund

30 hedge funds and large institutions have $124M invested in Nuveen Core Plus Impact Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

137% more capital invested

Capital invested by funds: $52.3M → $124M (+$71.7M)

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

67% more funds holding

Funds holding: 1830 (+12)

14.25% more ownership

Funds ownership: 9.31%23.56% (+14%)

Holders
30
Holders Change
+12
Holders Change %
+66.67%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$27.2M +$26.6M +1,445,161 +3,649%
RCM
2
Rivernorth Capital Management
Florida
$20.9M +$21.1M +1,141,901 New
SIA
3
Sit Investment Associates
Minnesota
$13M +$13.1M +710,190 New
PCM
4
Penserra Capital Management
California
$12.1M +$169K +9,145 +1%
UBS Group
5
UBS Group
Switzerland
$8.04M -$889K -48,202 -10%
Invesco
6
Invesco
Georgia
$7.66M +$976K +52,953 +14%
COLIM
7
City of London Investment Management
United Kingdom
$7.47M +$7.52M +407,970 New
Wells Fargo
8
Wells Fargo
California
$6.44M -$1.2M -64,933 -16%
Bank of America
9
Bank of America
North Carolina
$3.76M +$311K +16,867 +9%
Morgan Stanley
10
Morgan Stanley
New York
$2.96M +$1.86M +100,687 +165%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$2.42M +$2.43M +132,025 New
Cohen & Steers
12
Cohen & Steers
New York
$1.47M +$1.48M +80,342 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.22M +$144K +7,810 +13%
WS
14
Wedbush Securities
California
$1.22M +$578K +31,379 +89%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.21M -$123K -6,681 -9%
Stifel Financial
16
Stifel Financial
Missouri
$1.04M -$1.4M -75,980 -57%
HKIM
17
Hayek Kallen Investment Management
Alabama
$970K +$32.3K +1,750 +3%
Truist Financial
18
Truist Financial
North Carolina
$745K -$292K -15,827 -28%
6M
19
6 Meridian
Kansas
$742K +$306K +16,620 +70%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$550K +$555K +30,081 New
SFS
21
Shaker Financial Services
Virginia
$500K +$503K +27,303 New
GC
22
Guggenheim Capital
Illinois
$495K +$499K +27,043 New
BlackRock
23
BlackRock
New York
$490K +$494K +26,800 New
OBWG
24
Onyx Bridge Wealth Group
New York
$466K +$237K +12,838 +101%
BRWM
25
B. Riley Wealth Management
Tennessee
$348K

NPCT Hedge Fund Activity: Q4 2021 in Review

30 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q4 2021, worth a combined $124M — up 137% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NPCT positions and 1 closed out — a net gain of 12 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $26.6M. The largest seller was Stifel Financial, cutting an estimated $1.4M.

  • 30 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $124M of Nuveen Core Plus Impact Fund stock for Q4 2021, up 137% quarter-over-quarter.
  • 13 funds opened new Nuveen Core Plus Impact Fund positions in Q4 2021 and 1 closed out, a net change of +12 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q4 2021 was 1607 Capital Partners, an estimated $26.6M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q4 2021 was Stifel Financial, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2021.