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Nuveen Core Plus Impact Fund

33 hedge funds and large institutions have $121M invested in Nuveen Core Plus Impact Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

10% more funds holding

Funds holding: 3033 (+3)

4.4% more ownership

Funds ownership: 23.56%27.96% (+4.4%)

3% less capital invested

Capital invested by funds: $124M → $121M (-$3.17M)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$27.1M +$10.5M +659,812 +58%
1CP
2
1607 Capital Partners
Virginia
$25.6M +$3.48M +218,378 +15%
SIA
3
Sit Investment Associates
Minnesota
$13.6M +$3.15M +197,572 +28%
PCM
4
Penserra Capital Management
California
$9.67M -$255K -15,967 -2%
Invesco
5
Invesco
Georgia
$6.53M +$249K +15,582 +4%
COLIM
6
City of London Investment Management
United Kingdom
$6.13M
UBS Group
7
UBS Group
Switzerland
$4.79M -$1.92M -120,311 -27%
SCM
8
Saba Capital Management
New York
$4.68M +$4.97M +311,586 New
Bank of America
9
Bank of America
North Carolina
$2.96M -$137K -8,606 -4%
Morgan Stanley
10
Morgan Stanley
New York
$2.52M +$98.8K +6,189 +4%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$2.13M +$157K +9,856 +7%
Wells Fargo
12
Wells Fargo
California
$2.12M -$3.36M -210,697 -60%
WAM
13
Wolverine Asset Management
Illinois
$2.02M +$2.15M +134,569 New
ACP
14
Aviance Capital Partners
Florida
$1.65M +$1.75M +109,802 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.26M +$281K +17,608 +27%
PPA
16
Parametric Portfolio Associates
Washington
$1.02M +$1.09M +68,081 New
Cohen & Steers
17
Cohen & Steers
New York
$982K -$239K -14,994 -19%
HKIM
18
Hayek Kallen Investment Management
Alabama
$815K +$19.9K +1,250 +2%
GC
19
Guggenheim Capital
Illinois
$801K +$419K +26,278 +97%
Stifel Financial
20
Stifel Financial
Missouri
$736K -$124K -7,800 -14%
Walleye Capital
21
Walleye Capital
New York
$679K +$721K +45,155 New
H6H
22
Hightower 6M Holding
Kansas
$607K +$645K +40,411 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$583K +$139K +8,701 +29%
SFS
24
Shaker Financial Services
Virginia
$442K +$33.7K +2,109 +8%
OBWG
25
Onyx Bridge Wealth Group
New York
$343K

NPCT Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q1 2022, worth a combined $121M — down 2.6% from $124M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NPCT positions and 4 closed out — a net gain of 5 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $10.5M. The largest seller was Wells Fargo, cutting an estimated $3.36M.

  • 33 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q1 2022, up from 30 in Q4 2021.
  • Funds reported $121M of Nuveen Core Plus Impact Fund stock for Q1 2022, down 2.6% quarter-over-quarter.
  • 9 funds opened new Nuveen Core Plus Impact Fund positions in Q1 2022 and 4 closed out, a net change of +5 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $10.5M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q1 2022 was Wells Fargo, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2022.