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Nuveen Core Plus Impact Fund

43 hedge funds and large institutions have $115M invested in Nuveen Core Plus Impact Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% more ownership

Funds ownership: 42.12%43.72% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $121M → $115M (-$5.89M)

2% less funds holding

Funds holding: 4443 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$27.1M +$1.11M +113,960 +4%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M +$684K +69,915 +4%
1CP
3
1607 Capital Partners
Virginia
$14.2M
AC
4
Almitas Capital
California
$14M +$1.43M +146,175 +11%
RCM
5
Rivernorth Capital Management
Florida
$8.24M +$168K +17,189 +2%
SIA
6
Sit Investment Associates
Minnesota
$6.96M +$1.59M +162,957 +27%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$4.84M
Wells Fargo
8
Wells Fargo
California
$4.1M -$65.7K -6,719 -1%
Invesco
9
Invesco
Georgia
$3.2M -$632K -64,615 -16%
Bank of America
10
Bank of America
North Carolina
$2.63M -$219K -22,396 -7%
GC
11
Guggenheim Capital
Illinois
$2.54M +$592K +60,474 +28%
UBS Group
12
UBS Group
Switzerland
$1.76M +$861K +87,984 +84%
WAM
13
Wolverine Asset Management
Illinois
$1.26M -$40.4K -4,128 -3%
MC
14
Matisse Capital
Oregon
$1.19M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$912K -$44.8K -4,581 -4%
Stifel Financial
16
Stifel Financial
Missouri
$838K +$232K +23,696 +35%
Osaic Holdings
17
Osaic Holdings
Arizona
$564K +$105K +10,704 +21%
SFS
18
Shaker Financial Services
Virginia
$485K +$375K +38,323 +270%
ASFA
19
All Season Financial Advisors
Colorado
$360K -$101K -10,291 -21%
SIA
20
SkyView Investment Advisors
New Jersey
$262K
LPL Financial
21
LPL Financial
California
$259K -$34.8K -3,559 -11%
ACP
22
Aviance Capital Partners
Florida
$245K -$685K -70,065 -72%
OBWG
23
Onyx Bridge Wealth Group
New York
$235K
WS
24
Wedbush Securities
California
$234K -$54.8K -5,600 -18%
HighTower Advisors
25
HighTower Advisors
Illinois
$231K -$175K -17,901 -41%

NPCT Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q3 2023, worth a combined $115M — down 4.9% from $121M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NPCT and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 12 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.59M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $734K sold.

  • 43 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q3 2023, down from 44 in Q2 2023.
  • Funds reported $115M of Nuveen Core Plus Impact Fund stock for Q3 2023, down 4.9% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Plus Impact Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Core Plus Impact Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $1.59M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q3 2023 was Clough Capital Partners, an estimated $734K sold.

Based on aggregated 13F filings for Q3 2023.