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Nuveen S&P 500 Dynamic Overwrite Fund

43 hedge funds and large institutions have $45.8M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
26
Suntrust Banks
Georgia
$192K
SS
27
Sunbelt Securities
Texas
$192K +$192K +12,500 New
VC
28
Vicus Capital
Pennsylvania
$185K
SWP
29
Stratos Wealth Partners
Ohio
$156K +$156K +10,117 New
AG
30
Advisor Group
Arizona
$135K +$13.8K +900 +11%
Citigroup
31
Citigroup
New York
$103K +$1.16K +75 +1%
SPIA
32
Steward Partners Investment Advisory
New York
$99K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$92K
NSIM
34
North Star Investment Management
Illinois
$46K +$46K +3,000 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$30K -$19.9K -1,272 -40%
PB
36
Pinnacle Bancorp
Nebraska
$28K
SNT
37
Security National Trust
West Virginia
$26K
LWM
38
Liberty Wealth Management
California
$19K
FIA
39
FNY Investment Advisers
New York
$19K +$1.11K +75 +6%
GWM
40
Geneos Wealth Management
Colorado
$14K -$4.72K -310 -25%
NFG
41
Next Financial Group
Texas
$9K
FCFS
42
First Command Financial Services
Texas
$8K
FCB
43
First Command Bank
Texas
$8K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
-$406K -25,668 Closed
RM
45
Resource Management
Louisiana
-$196K -12,402 Closed
OC
46
Oakworth Capital
Alabama
-$32K -2,000 Closed