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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

47 hedge funds and large institutions have $57.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
17
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$757K
2
UBS Group
2
UBS Group
Switzerland
$12.1M
3
AAM
3
Advisors Asset Management
Colorado
$699K
4
Wells Fargo
4
Wells Fargo
California
$8.33M
5
SFS
5
Shaker Financial Services
Virginia
$487K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.3M
2
OFG
2
OTA Financial Group
New York
$0
3
NA
3
NewEdge Advisors
Louisiana
$0
4
VC
4
Vicus Capital
Pennsylvania
$0
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$271K 16,465 +72 +0.4%
FCA
27
FinTrust Capital Advisors
South Carolina
$227K 13,769 – –
Ameriprise
28
Ameriprise
Minnesota
$218K 13,218 -837 -6%
Truist Financial
29
Truist Financial
North Carolina
$208K 12,614 +12,614 New
SS
30
Sunbelt Securities
Texas
$206K 12,500 – –
SWP
31
Stratos Wealth Partners
Ohio
$167K 10,117 – –
AG
32
Advisor Group
Arizona
$166K 10,112 +1,329 +15%
Citigroup
33
Citigroup
New York
$162K 9,839 +3,150 +47%
SPIA
34
Steward Partners Investment Advisory
New York
$106K 6,475 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$98K 6,000 – –
EP
36
Eudaimonia Partners
Tennessee
$43K 2,638 +2,638 New
NSIM
37
North Star Investment Management
Illinois
$33K 2,000 -1,000 -33%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$33K 2,006 +87 +5%
PB
39
Pinnacle Bancorp
Nebraska
$30K 1,800 – –
SNT
40
Security National Trust
West Virginia
$28K 1,675 – –
LWM
41
Liberty Wealth Management
California
$26K 2,066 +861 +71%
GWM
42
Geneos Wealth Management
Colorado
$15K 920 – –
ASN
43
Advisory Services Network
Georgia
$11K 667 +667 New
NFG
44
Next Financial Group
Texas
$10K 600 – –
FCFS
45
First Command Financial Services
Texas
$8K 511 – –
FCB
46
First Command Bank
Texas
$8K 511 – –
OFG
47
OTA Financial Group
New York
– – -35,556 Closed
NA
48
NewEdge Advisors
Louisiana
– – -14,140 Closed
VC
49
Vicus Capital
Pennsylvania
– – -12,042 Closed
FIA
50
FNY Investment Advisers
New York
– – -1,290 Closed
1
2
3