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Nuveen Core Plus Impact Fund

49 hedge funds and large institutions have $149M invested in Nuveen Core Plus Impact Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $115M → $149M (+$33.4M)

14% more funds holding

Funds holding: 4349 (+6)

7.54% more ownership

Funds ownership: 43.72%51.25% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
14
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.9M +$18.8M +1,979,074 +105%
SCM
2
Saba Capital Management
New York
$30M +$238K +25,106 +0.8%
AC
3
Almitas Capital
California
$17.3M +$1.78M +187,700 +12%
1CP
4
1607 Capital Partners
Virginia
$15.6M -$86.4K -9,100 -0.6%
SIA
5
Sit Investment Associates
Minnesota
$11.6M +$3.73M +393,315 +52%
RCM
6
Rivernorth Capital Management
Florida
$6.85M -$2.09M -220,119 -24%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$5.32M
Wells Fargo
8
Wells Fargo
California
$4.41M -$95.5K -10,060 -2%
GC
9
Guggenheim Capital
Illinois
$2.86M +$62.8K +6,614 +2%
Bank of America
10
Bank of America
North Carolina
$2.5M -$376K -39,599 -14%
UBS Group
11
UBS Group
Switzerland
$1.9M -$38.1K -4,009 -2%
MC
12
Matisse Capital
Oregon
$1.31M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.31M +$287K +30,260 +30%
Stifel Financial
14
Stifel Financial
Missouri
$1.2M +$259K +27,271 +30%
AGM
15
Alpine Global Management
New York
$1.11M +$1.04M +110,000 New
Osaic Holdings
16
Osaic Holdings
Arizona
$582K -$32.3K -3,405 -6%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$476K +$449K +47,250 New
Jane Street
18
Jane Street
New York
$418K +$274K +28,877 +230%
HF
19
HRT Financial
New York
$395K +$274K +28,867 +278%
ASFA
20
All Season Financial Advisors
Colorado
$389K -$6.93K -730 -2%
AWS
21
Atria Wealth Solutions
New York
$321K +$302K +31,800 New
SFS
22
Shaker Financial Services
Virginia
$310K -$206K -21,749 -41%
FHA
23
Flagship Harbor Advisors
Massachusetts
$306K +$122K +12,863 +74%
HighTower Advisors
24
HighTower Advisors
Illinois
$259K -$2.86K -301 -1%
OBWG
25
Onyx Bridge Wealth Group
New York
$258K

NPCT Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q4 2023, worth a combined $149M — up 29% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NPCT positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Invesco, exiting entirely with an estimated $3.2M sold.

  • 49 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $149M of Nuveen Core Plus Impact Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 13 funds opened new Nuveen Core Plus Impact Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q4 2023 was Invesco, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2023.