Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
50 hedge funds and large institutions have $67.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
1% more capital invested
Capital invested by funds: $66.9M → $67.3M (+$460K)
0.45% less ownership
Funds ownership: 22.77% → 22.32% (-0.45%)
6% less funds holding
Funds holding: 53 → 50 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$477K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$278K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$274K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$235K |
| 5 |
Morgan Stanley
New York
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.76M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$444K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$434K |
| 4 |
ICM
Ionic Capital Management
New York
|
-$313K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
51
Ionic Capital Management
New York
| – | -$313K | -19,142 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$254K | -15,541 | Closed |
|
|
FG
53
Fairman Group
Chesterbrook,
Pennsylvania
| – | -$66.5K | -4,000 | Closed |
|
|
MG
54
Mather Group
Chicago,
Illinois
| – | -$9.14K | -583 | Closed |
|
55
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$165 | -10 | Closed |
|
SPXX Hedge Fund Activity: Q3 2024 in Review
50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2024, worth a combined $67.3M — up 0.69% from $66.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPXX and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 22 added.
The largest buyer was 1607 Capital Partners, adding an estimated $477K. The largest seller was Cornerstone Advisors, cutting an estimated $1.76M.
- 50 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2024, down from 53 in Q2 2024.
- Funds reported $67.3M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2024, up 0.69% quarter-over-quarter.
- 3 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2024 and 5 closed out, a net change of -2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2024 was 1607 Capital Partners, an estimated $477K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $1.76M sold.
Based on aggregated 13F filings for Q3 2024.