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Nuveen Core Plus Impact Fund

39 hedge funds and large institutions have $148M invested in Nuveen Core Plus Impact Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

12% more capital invested

Capital invested by funds: $132M → $148M (+$15.4M)

2.75% more ownership

Funds ownership: 44.4%47.15% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 4539 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$37.2M +$2.28M +217,388 +7%
Morgan Stanley
2
Morgan Stanley
New York
$22.8M +$1.01M +96,266 +5%
SIA
3
Sit Investment Associates
Minnesota
$16.9M +$739K +70,580 +5%
AC
4
Almitas Capital
California
$16.1M -$1.37M -130,890 -8%
AW
5
Atlas Wealth
Ohio
$8.85M +$8.46M +808,637 New
1CP
6
1607 Capital Partners
Virginia
$7.11M -$1.21M -116,054 -15%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$6.84M +$1.05M +100,449 +19%
Wells Fargo
8
Wells Fargo
California
$4.52M -$198K -18,910 -4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$4.27M +$2.19M +209,202 +114%
GC
10
Guggenheim Capital
Illinois
$3.91M +$452K +43,199 +14%
RCM
11
Rivernorth Capital Management
Florida
$3.55M -$2.67M -254,841 -44%
Bank of America
12
Bank of America
North Carolina
$2.58M -$284K -27,097 -10%
UBS Group
13
UBS Group
Switzerland
$1.88M +$94.1K +8,990 +5%
AGM
14
Alpine Global Management
New York
$1.73M
Stifel Financial
15
Stifel Financial
Missouri
$1.49M +$40.8K +3,895 +3%
MC
16
Matisse Capital
Oregon
$1.41M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.15M -$567K -54,163 -34%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$677K +$49.7K +4,750 +8%
ASFA
19
All Season Financial Advisors
Colorado
$602K -$35.5K -3,394 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$571K -$55.4K -5,297 -9%
PI
21
PFG Investments
New York
$426K +$37.1K +3,543 +10%
FHA
22
Flagship Harbor Advisors
Massachusetts
$403K +$57.1K +5,456 +17%
LPL Financial
23
LPL Financial
California
$380K +$20K +1,915 +6%
HighTower Advisors
24
HighTower Advisors
Illinois
$346K -$3.71K -354 -1%
Invesco
25
Invesco
Georgia
$309K +$297K +28,416 New

NPCT Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q2 2024, worth a combined $148M — up 12% from $132M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NPCT and 6 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $8.46M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.67M.

  • 39 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q2 2024, down from 45 in Q1 2024.
  • Funds reported $148M of Nuveen Core Plus Impact Fund stock for Q2 2024, up 12% quarter-over-quarter.
  • 6 funds opened new Nuveen Core Plus Impact Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q2 2024 was Atlas Wealth, an estimated $8.46M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2024.