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Nuveen S&P 500 Dynamic Overwrite Fund

51 hedge funds and large institutions have $51.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$334K +$107K +6,500 +47%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$317K -$197K -11,909 -38%
SPC
28
Sigma Planning Corp
Michigan
$291K -$4.96K -300 -2%
CAN
29
Cetera Advisor Networks
California
$227K +$227K +13,708 New
PAG
30
Private Advisor Group
New Jersey
$224K -$6.61K -400 -3%
Citigroup
31
Citigroup
New York
$203K -$25.1K -1,515 -11%
WWM
32
Western Wealth Management
Colorado
$186K +$186K +11,227 New
AA
33
AQR Arbitrage
Connecticut
$173K -$302K -18,312 -64%
SPIA
34
Steward Partners Investment Advisory
New York
$166K +$7.62K +461 +5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$132K +$26.9K +1,613 +26%
EP
36
Eudaimonia Partners
Tennessee
$96K -$8.79K -530 -8%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$52K -$39.9K -2,432 -43%
IAIM
38
International Assets Investment Management
Florida
$50K
NSIM
39
North Star Investment Management
Illinois
$33K
CFA
40
Carroll Financial Associates
North Carolina
$32K
BFEC
41
Benjamin F. Edwards & Company
Missouri
$30K
PB
42
Pinnacle Bancorp
Nebraska
$30K
SFS
43
Sowell Financial Services
Arkansas
$23K +$23K +1,365 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$18K
GWM
45
Geneos Wealth Management
Colorado
$18K +$2.84K +172 +19%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$17K
HWMA
47
Heritage Wealth Management (Arizona)
Arizona
$13K +$13K +775 New
FCFS
48
First Command Financial Services
Texas
$8K
FCB
49
First Command Bank
Texas
$8K
HI
50
Harbour Investments
Wisconsin
$4K +$4K +250 New