Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
25% more capital invested
Capital invested by funds: $45.8M → $57.4M (+$11.7M)
9% more funds holding
Funds holding: 43 → 47 (+4)
3.12% more ownership
Funds ownership: 17.92% → 21.04% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$731K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$684K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$674K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$535K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$667K |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
-$547K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$218K |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$185K |
| 5 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$73.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
SPXX Hedge Fund Activity: Q4 2019 in Review
47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2019, worth a combined $57.4M — up 25% from $45.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPXX positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $731K. The largest seller was Invesco, cutting an estimated $667K.
- 47 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2019, up from 43 in Q3 2019.
- Funds reported $57.4M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2019, up 25% quarter-over-quarter.
- 9 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2019 and 4 closed out, a net change of +5 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2019 was Guggenheim Capital, an estimated $731K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2019 was Invesco, an estimated $667K sold.
Based on aggregated 13F filings for Q4 2019.