SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

35 hedge funds and large institutions have $46.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.2M
2
SFS
2
Shaker Financial Services
Virginia
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.95M
4
TC
4
TFS Capital
Pennsylvania
$357K
5
U
5
UBS
Switzerland
$2.98M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.23M
2
PPA
2
Parametric Portfolio Associates
Washington
$421K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$45K
4
Wells Fargo
4
Wells Fargo
California
$2.64M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$627K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$12.2M 840,604 +142,289 +20%
GC
2
Guggenheim Capital
Illinois
$7.79M 538,344 +16,491 +3%
AAM
3
Advisors Asset Management
Colorado
$6.23M 430,669 -131,607 -23%
Bank of America
4
Bank of America
North Carolina
$3.9M 269,733 +9,915 +4%
U
5
UBS
Switzerland
$2.98M 205,863 +18,601 +10%
RVP
6
Relative Value Partners
Illinois
$2.72M 187,770 -6,041 -3%
Wells Fargo
7
Wells Fargo
California
$2.64M 182,053 -8,893 -5%
Morgan Stanley
8
Morgan Stanley
New York
$1.95M 134,615 +31,012 +30%
ACP
9
Aviance Capital Partners
Florida
$1.28M 88,318 -1,532 -2%
SFS
10
Shaker Financial Services
Virginia
$1.03M 71,157 +71,157 New
LPL Financial
11
LPL Financial
California
$650K 44,942 +370 +0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$627K 43,308 -7,410 -15%
PPA
13
Parametric Portfolio Associates
Washington
$421K 29,106 -85,174 -75%
TC
14
TFS Capital
Pennsylvania
$357K 24,652 +24,652 New
RCM
15
Robinson Capital Management
Michigan
$262K 18,376 +18,376 New
CA
16
Cetera Advisors
Colorado
$217K 14,855 +1,785 +14%
Ameriprise
17
Ameriprise
Minnesota
$212K 14,673 +2,620 +22%
DA
18
Doliver Advisors
Texas
$210K 14,498 -5,354 -27%
IT
19
Independence Trust
Tennessee
$188K 13,011 – –
Deutsche Bank
20
Deutsche Bank
Germany
$144K 10,000 +10,000 New
CFA
21
Carroll Financial Associates
North Carolina
$116K 8,000 – –
DADC
22
D.A. Davidson & Co
Montana
$109K 7,580 – –
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$87K 6,001 – –
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$45K 3,085 -10,709 -78%
NSIM
25
North Star Investment Management
Illinois
$29K 2,000 +1,000 +100%
1
2