Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
SPXX
35 hedge funds and large institutions have $46.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Invesco
Atlanta,
Georgia
|
$12.2M |
| 2 |
SFS
2
Shaker Financial Services
Arlington,
Virginia
|
$1.03M |
| 3 |
3
Morgan Stanley
New York
|
$1.95M |
| 4 |
TC
4
TFS Capital
West Chester,
Pennsylvania
|
$357K |
| 5 |
U
5
UBS
Zurich,
Switzerland
|
$2.98M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $28K | – | – | – |
|
|
SNT
27
Security National Trust
Wheeling,
West Virginia
| $24K | – | – | – |
|
|
AIG
28
American International Group
New York
| $22.8K | -$20.7K | -1,430 | -48% |
|
29
US Bancorp
Minneapolis,
Minnesota
| $21K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | -$99.7K | -6,929 | -85% |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $15K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | – | – | – |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| $12K | +$229 | +16 | +2% |
|
34
Creative Planning
Overland Park,
Kansas
| $9K | -$3.89K | -259 | -30% |
|
35
Citigroup
New York
| $2K | -$176 | -16 | -8% |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$28K | -2,000 | Closed |
|