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Nuveen Core Plus Impact Fund

38 hedge funds and large institutions have $131M invested in Nuveen Core Plus Impact Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

3% less funds holding

Funds holding: 3938 (-1)

8.72% less ownership

Funds ownership: 47.15%38.44% (-8.7%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less capital invested

Capital invested by funds: $148M → $131M (-$16.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$40.6M
Morgan Stanley
2
Morgan Stanley
New York
$26M +$1.18M +103,218 +5%
SIA
3
Sit Investment Associates
Minnesota
$12.6M -$5.69M -496,954 -32%
PCM
4
Penserra Capital Management
California
$9.67M +$9.33M +815,847 New
GC
5
Guggenheim Capital
Illinois
$5.61M +$1.31M +114,084 +32%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$5.55M -$1.83M -160,097 -25%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.17M +$499K +43,654 +11%
Wells Fargo
8
Wells Fargo
California
$5.15M +$226K +19,714 +5%
AC
9
Almitas Capital
California
$4.21M -$12.8M -1,120,506 -76%
Bank of America
10
Bank of America
North Carolina
$2.53M -$270K -23,629 -10%
UBS Group
11
UBS Group
Switzerland
$2.2M +$139K +12,174 +7%
Stifel Financial
12
Stifel Financial
Missouri
$1.88M +$246K +21,516 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.29M +$30.3K +2,645 +2%
1CP
14
1607 Capital Partners
Virginia
$1.25M -$6.27M -548,362 -84%
SFS
15
Shaker Financial Services
Virginia
$1.19M +$1.13M +99,133 New
ASFA
16
All Season Financial Advisors
Colorado
$942K +$276K +24,157 +44%
Invesco
17
Invesco
Georgia
$801K +$448K +39,181 +138%
Osaic Holdings
18
Osaic Holdings
Arizona
$660K +$37.5K +3,277 +6%
FHA
19
Flagship Harbor Advisors
Massachusetts
$633K +$187K +16,370 +44%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$516K -$213K -18,636 -30%
LPL Financial
21
LPL Financial
California
$516K +$98.3K +8,589 +25%
PI
22
PFG Investments
New York
$381K -$79.5K -6,948 -18%
OBWG
23
Onyx Bridge Wealth Group
New York
$303K
SWM
24
SeaCrest Wealth Management
New York
$254K +$51K +4,454 +26%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$223K -$21.8K -1,903 -9%

NPCT Hedge Fund Activity: Q3 2024 in Review

38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q3 2024, worth a combined $131M — down 11% from $148M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NPCT and 9 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 17 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $9.33M. The largest seller was Almitas Capital, cutting an estimated $12.8M.

  • 38 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q3 2024, down from 39 in Q2 2024.
  • Funds reported $131M of Nuveen Core Plus Impact Fund stock for Q3 2024, down 11% quarter-over-quarter.
  • 9 funds opened new Nuveen Core Plus Impact Fund positions in Q3 2024 and 10 closed out, a net change of -1 holder.
  • The largest Nuveen Core Plus Impact Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $9.33M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q3 2024 was Almitas Capital, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.