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BXMX

Nuveen S&P 500 Buy-Write Income Fund

Delisted

BXMX was delisted on the 27th of March, 2026.

147 hedge funds and large institutions have $527M invested in Nuveen S&P 500 Buy-Write Income Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

46% more capital invested

Capital invested by funds: $360M → $527M (+$167M)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

12.13% more ownership

Funds ownership: 27.35%39.48% (+12%)

9% more funds holding

Funds holding: 135147 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
46
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$291M +$139M +11,093,146 +96%
UBS Group
2
UBS Group
Switzerland
$22.8M -$1M -80,307 -4%
LPL Financial
3
LPL Financial
California
$21.8M +$408K +32,652 +2%
Wells Fargo
4
Wells Fargo
California
$20.4M -$900K -71,963 -4%
Invesco
5
Invesco
Georgia
$17.1M +$2.18M +174,366 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.4M -$27.2K -2,173 -0.3%
CA
7
Cornerstone Advisors
North Carolina
$9.53M +$7.71M +616,478 +488%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.36M -$37.3K -2,979 -0.4%
Bank of America
9
Bank of America
North Carolina
$8.68M +$303K +24,207 +4%
GC
10
Guggenheim Capital
Illinois
$7.84M +$206K +16,512 +3%
RJA
11
Raymond James & Associates
Florida
$7.81M -$12.4K -989 -0.2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.31M +$250K +19,996 +4%
LC
13
Lindbrook Capital
California
$5.78M -$592K -47,371 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.08M -$532K -42,572 -10%
SFS
15
Shaker Financial Services
Virginia
$5.05M +$801K +64,072 +19%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.96M -$524K -41,911 -10%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$4.19M +$4.09M +326,734 New
Ameriprise
18
Ameriprise
Minnesota
$3.64M +$9.1K +728 +0.3%
MA
19
MONECO Advisors
Connecticut
$3.48M -$12.6K -1,005 -0.4%
FWM
20
Focused Wealth Management
New York
$3.4M -$119K -9,503 -3%
LCM
21
Landscape Capital Management
New Jersey
$3.08M +$2.22M +177,461 +284%
Stifel Financial
22
Stifel Financial
Missouri
$3.03M -$12.5K -996 -0.4%
SCM
23
Sage Capital Management
New Jersey
$2.76M +$2.69M +215,447 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.38M -$594K -47,540 -20%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$2.24M -$1.19M -94,804 -35%

BXMX Hedge Fund Activity: Q4 2023 in Review

147 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) for Q4 2023, worth a combined $527M — up 46% from $360M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BXMX positions and 9 closed out — a net gain of 15 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Twelve Points Wealth Management, cutting an estimated $1.19M.

  • 147 institutional investors held Nuveen S&P 500 Buy-Write Income Fund (BXMX) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $527M of Nuveen S&P 500 Buy-Write Income Fund stock for Q4 2023, up 46% quarter-over-quarter.
  • 24 funds opened new Nuveen S&P 500 Buy-Write Income Fund positions in Q4 2023 and 9 closed out, a net change of +15 holders.
  • The largest Nuveen S&P 500 Buy-Write Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Nuveen S&P 500 Buy-Write Income Fund seller in Q4 2023 was Twelve Points Wealth Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2023.