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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

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.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$9.9M
2
GC
2
Guggenheim Capital
Illinois
$7.4M
3
U
3
UBS
Switzerland
$2.65M
4
CA
4
Cetera Advisors
Colorado
$185K
5
DADC
5
D.A. Davidson & Co
Montana
$107K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$7.97M
2
PPA
2
Parametric Portfolio Associates
Washington
$1.62M
3
Bank of America
3
Bank of America
North Carolina
$3.68M
4
DA
4
Doliver Advisors
Texas
$281K
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$9.9M 698,315 +179,429 +35%
AAM
2
Advisors Asset Management
Colorado
$7.97M 562,276 -70,150 -11%
GC
3
Guggenheim Capital
Illinois
$7.4M 521,853 +44,920 +9%
Bank of America
4
Bank of America
North Carolina
$3.68M 259,818 -35,970 -12%
RVP
5
Relative Value Partners
Illinois
$2.75M 193,811 -6,632 -3%
Wells Fargo
6
Wells Fargo
California
$2.71M 190,946 +1,068 +0.6%
U
7
UBS
Switzerland
$2.65M 187,262 +31,769 +20%
PPA
8
Parametric Portfolio Associates
Washington
$1.62M 114,280 -59,104 -34%
Morgan Stanley
9
Morgan Stanley
New York
$1.47M 103,603 +5,025 +5%
ACP
10
Aviance Capital Partners
Florida
$1.28M 89,850 -4,650 -5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$719K 50,718 -3,841 -7%
LPL Financial
12
LPL Financial
California
$632K 44,572 -1,362 -3%
DA
13
Doliver Advisors
Texas
$281K 19,852 -26,302 -57%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$195K 13,794 -1,395 -9%
CA
15
Cetera Advisors
Colorado
$185K 13,070 +13,070 New
IT
16
Independence Trust
Tennessee
$184K 13,011 – –
Ameriprise
17
Ameriprise
Minnesota
$171K 12,053 +800 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$116K 8,180 +381 +5%
CFA
19
Carroll Financial Associates
North Carolina
$113K 8,000 – –
DADC
20
D.A. Davidson & Co
Montana
$107K 7,580 +7,580 New
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$85K 6,001 – –
AIG
22
American International Group
New York
$42.6K 3,005 +2,430 +423%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$28K 2,000 – –
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$28K 2,000 – –
SNT
25
Security National Trust
West Virginia
$24K 1,675 +675 +68%
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