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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

53 hedge funds and large institutions have $66M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.6M
2
CA
2
Cornerstone Advisors
North Carolina
$3.28M
3
SFS
3
Shaker Financial Services
Virginia
$2.81M
4
LCM
4
Landscape Capital Management
New Jersey
$929K
5
GC
5
Guggenheim Capital
Illinois
$3.62M

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$181K
2
AAM
2
Advisors Asset Management
Colorado
$1.61M
3
WAM
3
Wolverine Asset Management
Illinois
$787K
4
DADC
4
D.A. Davidson & Co
Montana
$443K
5
LPL Financial
5
LPL Financial
California
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
51
NBC Securities
Alabama
$9K – – –
GWM
52
Geneos Wealth Management
Colorado
$2.59K – – –
ASN
53
Advisory Services Network
Georgia
$602 +$602 +40 New
IPW
54
Impact Partnership Wealth
Georgia
– -$36K -2,431 Closed
FIA
55
FNY Investment Advisers
New York
– -$29K -2,000 Closed
1 2
3