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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

56 hedge funds and large institutions have $50.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.21M
2
LPL Financial
2
LPL Financial
California
$2.02M
3
Wells Fargo
3
Wells Fargo
California
$7.18M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.05M
5
LCM
5
Landscape Capital Management
New Jersey
$667K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.06M
3
HWM
3
Howard Wealth Management
Connecticut
$4.59M
4
OFG
4
OTA Financial Group
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$423K -$11.7K -770 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$382K -$8.58K -564 -2%
Truist Financial
28
Truist Financial
North Carolina
$350K +$158K +10,367 +82%
SPC
29
Sigma Planning Corp
Michigan
$273K -$9.35K -613 -3%
PAG
30
Private Advisor Group
New Jersey
$213K -$249K -16,318 -54%
Citigroup
31
Citigroup
New York
$210K +$55.7K +3,654 +36%
Ameriprise
32
Ameriprise
Minnesota
$209K +$209K +13,732 New
KAS
33
Kestra Advisory Services
Texas
$180K +$8.55K +570 +5%
Millennium Management
34
Millennium Management
New York
$180K +$180K +11,800 New
SPIA
35
Steward Partners Investment Advisory
New York
$146K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$97K +$4.62K +300 +5%
EP
37
Eudaimonia Partners
Tennessee
$96K +$17.7K +1,165 +23%
FFG
38
Fortem Financial Group
California
$96K +$96K +6,300 New
GWS
39
Glassman Wealth Services
Virginia
$94K – – –
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$90K -$13.4K -837 -13%
D
41
Diversified
Delaware
$59K +$59K +4,413 New
IAIM
42
International Assets Investment Management
Florida
$50K +$50K +3,300 New
CFA
43
Carroll Financial Associates
North Carolina
$30K – – –
NSIM
44
North Star Investment Management
Illinois
$30K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$28K -$4.1K -267 -13%
PB
46
Pinnacle Bancorp
Nebraska
$27K – – –
SNT
47
Security National Trust
West Virginia
$26K – – –
AWG
48
Altus Wealth Group
Colorado
$20K +$20K +1,326 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$16K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$15K – – –
1
2
3