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DIAX

Nuveen Dow 30SM Dynamic Overwrite Fund

Delisted

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

59 hedge funds and large institutions have $113M invested in Nuveen Dow 30SM Dynamic Overwrite Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

16% more funds holding

Funds holding: 5159 (+8)

7% more capital invested

Capital invested by funds: $105M → $113M (+$7.65M)

0.62% more ownership

Funds ownership: 20.17%20.79% (+0.62%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$13.9M
UBS Group
2
UBS Group
Switzerland
$11.1M +$2.61M +179,322 +32%
KIM
3
Karpus Investment Management
New York
$8.08M -$1.64M -112,995 -17%
Invesco
4
Invesco
Georgia
$7.62M -$749K -51,538 -9%
Wells Fargo
5
Wells Fargo
California
$6.78M -$2.46M -169,092 -27%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$5.87M +$2.96M +203,546 +102%
AAM
7
Advisors Asset Management
Colorado
$5.6M -$2.55M -175,725 -32%
Bank of America
8
Bank of America
North Carolina
$4.07M +$343K +23,631 +10%
LPL Financial
9
LPL Financial
California
$3.78M +$297K +20,425 +9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$3.75M +$65K +4,475 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.55M +$639K +44,004 +23%
GC
12
Guggenheim Capital
Illinois
$3.52M -$895K -61,569 -21%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$3.37M +$364K +25,078 +13%
Morgan Stanley
14
Morgan Stanley
New York
$3.12M +$201K +13,859 +7%
RJA
15
Raymond James & Associates
Florida
$2.84M -$257K -17,720 -9%
OA
16
Oxbow Advisors
Texas
$2.67M +$2.58M +177,850 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.13M -$233K -16,019 -10%
1CP
18
1607 Capital Partners
Virginia
$2.12M +$453K +31,180 +28%
Ameriprise
19
Ameriprise
Minnesota
$1.9M +$614K +42,278 +54%
PAG
20
Private Advisor Group
New Jersey
$1.64M +$13.7K +944 +0.9%
CIA
21
Capital Investment Advisors
Georgia
$1.63M +$95.5K +6,570 +6%
ACP
22
Aviance Capital Partners
Florida
$1.61M +$117K +8,067 +8%
Cohen & Steers
23
Cohen & Steers
New York
$1.58M -$83.4K -5,740 -5%
FAM
24
Formidable Asset Management
Ohio
$1.52M -$17.7K -1,221 -1%
Citigroup
25
Citigroup
New York
$1.09M +$1M +69,139 +2,004%

DIAX Hedge Fund Activity: Q4 2016 in Review

59 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) for Q4 2016, worth a combined $113M — up 7.3% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DIAX positions and 2 closed out — a net gain of 8 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $2.96M. The largest seller was Advisors Asset Management, cutting an estimated $2.55M.

  • 59 institutional investors held Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) as of Q4 2016, up from 51 in Q3 2016.
  • Funds reported $113M of Nuveen Dow 30SM Dynamic Overwrite Fund stock for Q4 2016, up 7.3% quarter-over-quarter.
  • 10 funds opened new Nuveen Dow 30SM Dynamic Overwrite Fund positions in Q4 2016 and 2 closed out, a net change of +8 holders.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund buyer in Q4 2016 was 1832 Asset Management, an estimated $2.96M added.
  • The largest Nuveen Dow 30SM Dynamic Overwrite Fund seller in Q4 2016 was Advisors Asset Management, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2016.