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Nuveen Core Plus Impact Fund

42 hedge funds and large institutions have $108M invested in Nuveen Core Plus Impact Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

11% more funds holding

Funds holding: 3842 (+4)

2.71% less ownership

Funds ownership: 38.44%35.73% (-2.7%)

18% less capital invested

Capital invested by funds: $131M → $108M (-$23M)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.2M +$3.3M +292,966 +13%
SCM
2
Saba Capital Management
New York
$25.9M -$10.8M -961,500 -28%
PCM
3
Penserra Capital Management
California
$8.93M +$384K +34,128 +4%
SIA
4
Sit Investment Associates
Minnesota
$8.18M -$3.18M -282,826 -27%
GC
5
Guggenheim Capital
Illinois
$6.09M +$1.19M +105,586 +22%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$4.95M +$394K +35,019 +8%
Wells Fargo
7
Wells Fargo
California
$4.49M -$88.1K -7,830 -2%
LPL Financial
8
LPL Financial
California
$3.12M +$2.85M +253,174 +582%
AC
9
Almitas Capital
California
$2.83M -$963K -85,638 -24%
UBS Group
10
UBS Group
Switzerland
$2.34M +$418K +37,156 +20%
Bank of America
11
Bank of America
North Carolina
$2.02M -$238K -21,118 -10%
SFS
12
Shaker Financial Services
Virginia
$1.9M +$917K +81,567 +82%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.66M -$3.5M -310,874 -66%
Stifel Financial
14
Stifel Financial
Missouri
$1.65M -$14.9K -1,323 -0.8%
Invesco
15
Invesco
Georgia
$1.09M +$407K +36,145 +53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$942K -$214K -18,995 -17%
Osaic Holdings
17
Osaic Holdings
Arizona
$923K +$362K +32,167 +58%
FHA
18
Flagship Harbor Advisors
Massachusetts
$699K +$147K +13,064 +24%
RAM
19
Readystate Asset Management
Illinois
$571K +$612K +54,372 New
Walleye Capital
20
Walleye Capital
New York
$472K +$505K +44,900 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$406K +$224K +19,885 +106%
PI
22
PFG Investments
New York
$347K +$9.83K +874 +3%
SWM
23
SeaCrest Wealth Management
New York
$299K +$78K +6,935 +32%
Raymond James Financial
24
Raymond James Financial
Florida
$255K +$273K +24,285 New
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$251K -$221K -19,637 -45%

NPCT Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Impact Fund (NPCT) for Q4 2024, worth a combined $108M — down 18% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NPCT positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.3M. The largest seller was Saba Capital Management, cutting an estimated $10.8M.

  • 42 institutional investors held Nuveen Core Plus Impact Fund (NPCT) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $108M of Nuveen Core Plus Impact Fund stock for Q4 2024, down 18% quarter-over-quarter.
  • 11 funds opened new Nuveen Core Plus Impact Fund positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Nuveen Core Plus Impact Fund buyer in Q4 2024 was Morgan Stanley, an estimated $3.3M added.
  • The largest Nuveen Core Plus Impact Fund seller in Q4 2024 was Saba Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2024.