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Nuveen S&P 500 Dynamic Overwrite Fund

42 hedge funds and large institutions have $46.6M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RM
26
Resource Management
Louisiana
$196K +$2.12K +134 +1%
SB
27
Suntrust Banks
Georgia
$192K +$4.01K +259 +2%
VC
28
Vicus Capital
Pennsylvania
$190K
AG
29
Advisor Group
Arizona
$124K
Citigroup
30
Citigroup
New York
$105K +$70.6K +4,450 +206%
SPIA
31
Steward Partners Investment Advisory
New York
$102K +$102K +6,475 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$94K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$50K +$862 +55 +2%
OC
34
Oakworth Capital
Alabama
$32K
PB
35
Pinnacle Bancorp
Nebraska
$28K
SNT
36
Security National Trust
West Virginia
$26K
GWM
37
Geneos Wealth Management
Colorado
$19K
FIA
38
FNY Investment Advisers
New York
$19K +$2.35K +150 +14%
LWM
39
Liberty Wealth Management
California
$19K +$19K +1,205 New
NFG
40
Next Financial Group
Texas
$9K +$9K +600 New
FCFS
41
First Command Financial Services
Texas
$8K
FCB
42
First Command Bank
Texas
$8K
AAM
43
Advisors Asset Management
Colorado
-$851K -54,953 Closed
OC
44
Oppenheimer & Co
New York
-$175K -11,300 Closed
PGWM
45
Parisi Gray Wealth Management
New Jersey
-$77K -5,000 Closed
KL
46
KWMG LLC
Kansas
-$49K -3,187 Closed
NSIM
47
North Star Investment Management
Illinois
-$46K -3,000 Closed
SSB
48
Sandy Spring Bank
Maryland
-$31K -2,000 Closed
SIM
49
Sonora Investment Management
Arizona
-$7K -420 Closed