Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
53 hedge funds and large institutions have $63.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
0% more funds holding
Funds holding: 53 → 53 (0)
3% less capital invested
Capital invested by funds: $66M → $63.7M (-$2.29M)
2.76% less ownership
Funds ownership: 25.38% → 22.62% (-2.8%)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.37M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.33M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.12M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$362K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$4.13M |
| 2 |
Morgan Stanley
New York
|
-$3.62M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$790K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$615K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$443K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $2.69K | – | – | – |
|
52
JP Morgan Chase
New York
| $94 | -$53K | -3,462 | -100% |
|
|
FIA
53
FNY Investment Advisers
New York
| $31 | +$30.6K | +2,000 | New |
|
|
HWM
54
Howard Wealth Management
Madison,
Connecticut
| – | -$4.13M | -274,354 | Closed |
|
|
DADC
55
D.A. Davidson & Co
Great Falls,
Montana
| – | -$443K | -29,463 | Closed |
|
|
EC
56
Elequin Capital
New York
| – | -$234K | -15,551 | Closed |
|
57
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$25.4K | -1,686 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$602 | -40 | Closed |
|
SPXX Hedge Fund Activity: Q1 2024 in Review
53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2024, worth a combined $63.7M — down 3.5% from $66M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPXX positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 20 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.37M. The largest seller was Howard Wealth Management, exiting entirely with an estimated $4.13M sold.
- 53 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $63.7M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2024, down 3.5% quarter-over-quarter.
- 7 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2024 and 5 closed out, a net change of +2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $1.37M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2024 was Howard Wealth Management, an estimated $4.13M sold.
Based on aggregated 13F filings for Q1 2024.