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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

56 hedge funds and large institutions have $45.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
19
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.86M
2
SPC
2
Sigma Planning Corp
Michigan
$247K
3
AA
3
AQR Arbitrage
Connecticut
$244K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$452K
5
Wells Fargo
5
Wells Fargo
California
$5.8M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.13M
2
OFG
2
OTA Financial Group
New York
$283K
3
UBS Group
3
UBS Group
Switzerland
$4.09M
4
PAG
4
Private Advisor Group
New Jersey
$403K
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$375K -$31.8K -2,390 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$342K -$20.9K -1,569 -6%
DADC
28
D.A. Davidson & Co
Montana
$340K +$146K +10,940 +75%
OFG
29
OTA Financial Group
New York
$283K -$617K -46,441 -69%
SPC
30
Sigma Planning Corp
Michigan
$247K +$247K +18,513 New
AA
31
AQR Arbitrage
Connecticut
$244K +$244K +18,329 New
Truist Financial
32
Truist Financial
North Carolina
$168K – – –
KAS
33
Kestra Advisory Services
Texas
$152K +$152K +11,428 New
WAM
34
Weiss Asset Management
Massachusetts
$152K +$152K +11,432 New
YCM
35
Yakira Capital Management
Connecticut
$135K – – –
Citigroup
36
Citigroup
New York
$135K +$1.01K +76 +0.8%
SPIA
37
Steward Partners Investment Advisory
New York
$128K +$41.8K +3,135 +48%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$86K +$86K +6,438 New
GWS
39
Glassman Wealth Services
Virginia
$83K +$83K +6,198 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$80K – – –
EP
41
Eudaimonia Partners
Tennessee
$69K -$17.3K -1,292 -20%
HFRG
42
Houlihan Financial Resource Group
Virginia
$36K +$36K +2,572 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$28K +$549 +41 +2%
NSIM
44
North Star Investment Management
Illinois
$27K – – –
FFA
45
Founders Financial Alliance
North Carolina
$26K +$26K +1,959 New
CFA
46
Carroll Financial Associates
North Carolina
$26K +$26K +1,988 New
PB
47
Pinnacle Bancorp
Nebraska
$24K – – –
SNT
48
Security National Trust
West Virginia
$22K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$14K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$13K – – –
1
2
3