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Nuveen Core Plus Impact Fund

45 hedge funds and large institutions have $132M invested in Nuveen Core Plus Impact Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.85% less ownership

Funds ownership: 51.25%44.4% (-6.8%)

8% less funds holding

Funds holding: 4945 (-4)

11% less capital invested

Capital invested by funds: $149M → $132M (-$16.4M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
21
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$33.2M +$2.34M +226,780 +8%
Morgan Stanley
2
Morgan Stanley
New York
$20.7M -$19.2M -1,858,943 -48%
AC
3
Almitas Capital
California
$16.6M -$1.09M -105,945 -6%
SIA
4
Sit Investment Associates
Minnesota
$15.4M +$3.45M +334,483 +29%
1CP
5
1607 Capital Partners
Virginia
$7.97M -$8M -775,200 -50%
RCM
6
Rivernorth Capital Management
Florida
$6.01M -$1.02M -99,190 -15%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$5.46M
Wells Fargo
8
Wells Fargo
California
$4.49M -$39.9K -3,864 -0.9%
GC
9
Guggenheim Capital
Illinois
$3.28M +$334K +32,322 +11%
Bank of America
10
Bank of America
North Carolina
$2.73M +$164K +15,926 +6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.9M +$1.41M +136,311 +288%
UBS Group
12
UBS Group
Switzerland
$1.7M -$248K -24,060 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.66M +$313K +30,317 +23%
AGM
14
Alpine Global Management
New York
$1.65M +$506K +49,000 +45%
Stifel Financial
15
Stifel Financial
Missouri
$1.38M +$151K +14,594 +12%
MC
16
Matisse Capital
Oregon
$1.35M
SFS
17
Shaker Financial Services
Virginia
$1.03M +$703K +68,108 +221%
ASFA
18
All Season Financial Advisors
Colorado
$607K +$208K +20,135 +52%
Osaic Holdings
19
Osaic Holdings
Arizona
$596K -$919 -89 -0.2%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$594K +$508K +49,237 +600%
LCM
21
Landscape Capital Management
New Jersey
$430K +$429K +41,590 New
PI
22
PFG Investments
New York
$368K +$367K +35,584 New
LPL Financial
23
LPL Financial
California
$342K +$113K +10,946 +50%
HighTower Advisors
24
HighTower Advisors
Illinois
$328K +$66.1K +6,402 +25%
FHA
25
Flagship Harbor Advisors
Massachusetts
$327K +$13.1K +1,266 +4%

NPCT Hedge Fund Activity: Q1 2024 in Review

45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q1 2024, worth a combined $132M — down 11% from $149M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NPCT and 7 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.45M. The largest seller was Morgan Stanley, cutting an estimated $19.2M.

  • 45 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q1 2024, down from 49 in Q4 2023.
  • Funds reported $132M of Nuveen Core Plus Impact Fund stock for Q1 2024, down 11% quarter-over-quarter.
  • 7 funds opened new Nuveen Core Plus Impact Fund positions in Q1 2024 and 11 closed out, a net change of -4 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $3.45M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q1 2024 was Morgan Stanley, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2024.