Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
32 hedge funds and large institutions have $44.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $43.7M → $44.4M (+$747K)
0.11% more ownership
Funds ownership: 19.29% → 19.4% (+0.11%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
3% less funds holding
Funds holding: 33 → 32 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.54M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$637K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$450K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$185K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$995K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$838K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$510K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$373K |
| 5 |
SG Americas Securities
New York
|
-$275K |
SPXX Hedge Fund Activity: Q1 2014 in Review
32 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2014, worth a combined $44.4M — up 1.7% from $43.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SPXX and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.
The largest buyer was Invesco, adding an estimated $2.54M. The largest seller was Advisors Asset Management, cutting an estimated $995K.
- 32 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2014, down from 33 in Q4 2013.
- Funds reported $44.4M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2014, up 1.7% quarter-over-quarter.
- 3 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2014 and 4 closed out, a net change of -1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2014 was Invesco, an estimated $2.54M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2014 was Advisors Asset Management, an estimated $995K sold.
Based on aggregated 13F filings for Q1 2014.