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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

32 hedge funds and large institutions have $41.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2013 Q2 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18.59% more ownership

Funds ownership: 0% → 18.59% (+19%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.1M +$10.1M +732,507 New
RVP
2
Relative Value Partners
Illinois
$4.91M +$4.92M +355,694 New
GC
3
Guggenheim Capital
Illinois
$4.62M +$4.63M +334,704 New
Bank of America
4
Bank of America
North Carolina
$3.92M +$3.93M +284,084 New
Invesco
5
Invesco
Georgia
$3.81M +$3.82M +276,016 New
PPA
6
Parametric Portfolio Associates
Washington
$2.75M +$2.75M +199,020 New
Wells Fargo
7
Wells Fargo
California
$2.5M +$2.5M +180,911 New
Morgan Stanley
8
Morgan Stanley
New York
$1.8M +$1.8M +130,529 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.78M +$1.79M +129,182 New
U
10
UBS
Switzerland
$1.53M +$1.53M +110,788 New
LPL Financial
11
LPL Financial
California
$643K +$644K +46,590 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$515K +$516K +37,295 New
ACP
13
Aviance Capital Partners
Florida
$465K +$466K +33,700 New
DA
14
Doliver Advisors
Texas
$377K +$378K +27,311 New
AQR Capital Management
15
AQR Capital Management
Connecticut
$377K +$378K +27,325 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$321K +$322K +23,280 New
SFS
17
Shaker Financial Services
Virginia
$229K +$230K +16,608 New
IT
18
Independence Trust
Tennessee
$180K +$180K +13,011 New
Ameriprise
19
Ameriprise
Minnesota
$134K +$134K +9,710 New
CFA
20
Carroll Financial Associates
North Carolina
$110K +$111K +8,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$92K +$92.6K +6,700 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$83K +$83K +6,001 New
Citigroup
23
Citigroup
New York
$47K +$46.5K +3,363 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$28K +$27.6K +2,000 New
US Bancorp
25
US Bancorp
Minnesota
$20K +$19.8K +1,430 New
1
2

SPXX Hedge Fund Activity: Q2 2013 in Review

32 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2013, worth a combined $41.4M.

Buyers outnumbered sellers: 32 funds opened new SPXX positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

  • 32 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $41.4M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2013.
  • 32 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2013 and 0 closed out, a net change of +32 holders.

Based on aggregated 13F filings for Q2 2013.