Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
37 hedge funds and large institutions have $46.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 35 → 37 (+2)
0% more capital invested
Capital invested by funds: $46.3M → $46.4M (+$164K)
0.22% more ownership
Funds ownership: 16.55% → 16.77% (+0.22%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$964K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$548K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$527K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$378K |
| 5 |
Millennium Management
New York
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.12M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$540K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$190K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$176K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$154K |
SPXX Hedge Fund Activity: Q1 2018 in Review
37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2018, worth a combined $46.4M — up 0.35% from $46.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXX positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $964K. The largest seller was Invesco, cutting an estimated $1.12M.
- 37 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2018, up from 35 in Q4 2017.
- Funds reported $46.4M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2018, up 0.35% quarter-over-quarter.
- 5 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2018 and 3 closed out, a net change of +2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2018 was Royal Bank of Canada, an estimated $964K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2018 was Invesco, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2018.