Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
37 hedge funds and large institutions have $58M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
13% more capital invested
Capital invested by funds: $51.2M → $58M (+$6.86M)
12% more funds holding
Funds holding: 33 → 37 (+4)
1.62% more ownership
Funds ownership: 25.05% → 26.67% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$987K |
| 3 |
Morgan Stanley
New York
|
+$770K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$616K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.58M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.28M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$461K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$179K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$156K |
SPXX Hedge Fund Activity: Q4 2015 in Review
37 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2015, worth a combined $58M — up 13% from $51.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPXX positions and 2 closed out — a net gain of 4 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.23M. The largest seller was Guggenheim Capital, cutting an estimated $1.58M.
- 37 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2015, up from 33 in Q3 2015.
- Funds reported $58M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2015, up 13% quarter-over-quarter.
- 6 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2015 and 2 closed out, a net change of +4 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2015 was Advisors Asset Management, an estimated $1.23M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2015 was Guggenheim Capital, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2015.