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Nuveen Core Plus Impact Fund

36 hedge funds and large institutions have $111M invested in Nuveen Core Plus Impact Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

9% more funds holding

Funds holding: 3336 (+3)

4.9% more ownership

Funds ownership: 27.96%32.86% (+4.9%)

8% less capital invested

Capital invested by funds: $121M → $111M (-$10.2M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$27.5M +$7.05M +546,507 +30%
1CP
2
1607 Capital Partners
Virginia
$20.1M +$186K +14,400 +0.8%
SCM
3
Saba Capital Management
New York
$11.1M +$8.24M +638,855 +205%
PCM
4
Penserra Capital Management
California
$7.42M -$136K -10,520 -2%
SIA
5
Sit Investment Associates
Minnesota
$6.69M -$4.34M -336,686 -37%
Morgan Stanley
6
Morgan Stanley
New York
$6.23M +$4.69M +363,916 +217%
Invesco
7
Invesco
Georgia
$5.18M +$98.6K +7,644 +2%
COLIM
8
City of London Investment Management
United Kingdom
$4.68M -$92.8K -7,200 -2%
UBS Group
9
UBS Group
Switzerland
$3.1M -$701K -54,337 -17%
WAM
10
Wolverine Asset Management
Illinois
$2.93M +$1.49M +115,237 +86%
Bank of America
11
Bank of America
North Carolina
$2.13M -$193K -14,994 -8%
Wells Fargo
12
Wells Fargo
California
$1.84M +$209K +16,241 +12%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$1.33M -$369K -28,588 -20%
ACP
14
Aviance Capital Partners
Florida
$1.21M -$87.3K -6,771 -6%
MC
15
Matisse Capital
Oregon
$1.17M +$1.29M +100,000 New
AC
16
Almitas Capital
California
$1.11M +$932K +72,256 +320%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$911K -$80.1K -6,208 -7%
GC
18
Guggenheim Capital
Illinois
$805K +$198K +15,385 +29%
QC
19
Quantedge Capital
Singapore
$771K +$849K +65,814 New
Osaic Holdings
20
Osaic Holdings
Arizona
$702K +$721K +55,885 +1,589%
Stifel Financial
21
Stifel Financial
Missouri
$642K +$74.7K +5,792 +12%
HKIM
22
Hayek Kallen Investment Management
Alabama
$618K -$19.3K -1,500 -3%
WS
23
Wedbush Securities
California
$459K +$505K +39,150 New
H6H
24
Hightower 6M Holding
Kansas
$448K -$28.1K -2,178 -5%
Ameriprise
25
Ameriprise
Minnesota
$322K +$355K +27,498 New

NPCT Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q2 2022, worth a combined $111M — down 8.4% from $121M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NPCT positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.24M. The largest seller was Sit Investment Associates, cutting an estimated $4.34M.

  • 36 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q2 2022, up from 33 in Q1 2022.
  • Funds reported $111M of Nuveen Core Plus Impact Fund stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 9 funds opened new Nuveen Core Plus Impact Fund positions in Q2 2022 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q2 2022 was Saba Capital Management, an estimated $8.24M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q2 2022 was Sit Investment Associates, an estimated $4.34M sold.

Based on aggregated 13F filings for Q2 2022.