SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

37 hedge funds and large institutions have $46M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.38M
2
RCM
2
Robinson Capital Management
Michigan
$1.42M
3
SFS
3
Shaker Financial Services
Virginia
$2.13M
4
Invesco
4
Invesco
Georgia
$12.7M
5
GC
5
Guggenheim Capital
Illinois
$7.91M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$524K
2
AAM
2
Advisors Asset Management
Colorado
$5.14M
3
TC
3
TFS Capital
Pennsylvania
$0
4
CFA
4
Carroll Financial Associates
North Carolina
$0
5
RVP
5
Relative Value Partners
Illinois
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$12.7M 900,612 +60,008 +7%
GC
2
Guggenheim Capital
Illinois
$7.91M 562,264 +23,920 +4%
AAM
3
Advisors Asset Management
Colorado
$5.14M 365,618 -65,051 -15%
U
4
UBS
Switzerland
$3.08M 218,745 +12,882 +6%
Wells Fargo
5
Wells Fargo
California
$2.67M 189,993 +7,940 +4%
RVP
6
Relative Value Partners
Illinois
$2.59M 183,990 -3,780 -2%
SFS
7
Shaker Financial Services
Virginia
$2.13M 151,255 +80,098 +113%
Morgan Stanley
8
Morgan Stanley
New York
$1.88M 133,973 -642 -0.5%
ACP
9
Aviance Capital Partners
Florida
$1.5M 106,500 +18,182 +21%
RCM
10
Robinson Capital Management
Michigan
$1.42M 101,184 +82,808 +451%
WAM
11
Wolverine Asset Management
Illinois
$1.38M 98,017 +98,017 New
LPL Financial
12
LPL Financial
California
$645K 46,206 +1,264 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$614K 43,668 +360 +0.8%
Bank of America
14
Bank of America
North Carolina
$524K 37,272 -232,461 -86%
PPA
15
Parametric Portfolio Associates
Washington
$367K 26,072 -3,034 -10%
CA
16
Cetera Advisors
Colorado
$212K 15,105 +250 +2%
DA
17
Doliver Advisors
Texas
$195K 13,845 -653 -5%
Ameriprise
18
Ameriprise
Minnesota
$191K 13,573 -1,100 -7%
IT
19
Independence Trust
Tennessee
$183K 13,011 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$148K 10,555 +10,555 New
Deutsche Bank
21
Deutsche Bank
Germany
$140K 10,000 – –
DADC
22
D.A. Davidson & Co
Montana
$106K 7,580 – –
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$84K 6,001 – –
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$35K 2,485 -600 -19%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$28K 2,000 – –
1
2