Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
40 hedge funds and large institutions have $52.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
25% more funds holding
Funds holding: 32 → 40 (+8)
5% more capital invested
Capital invested by funds: $49.6M → $52.1M (+$2.52M)
1.63% more ownership
Funds ownership: 21.46% → 23.09% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.9M |
| 2 |
Morgan Stanley
New York
|
+$985K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$638K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$579K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$921K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$460K |
| 4 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$247K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$232K |
SPXX Hedge Fund Activity: Q1 2015 in Review
40 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2015, worth a combined $52.1M — up 5.1% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPXX positions and 1 closed out — a net gain of 8 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $1.9M. The largest seller was Susquehanna International Group, cutting an estimated $1.32M.
- 40 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2015, up from 32 in Q4 2014.
- Funds reported $52.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2015, up 5.1% quarter-over-quarter.
- 9 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2015 and 1 closed out, a net change of +8 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2015 was Parametric Portfolio Associates, an estimated $1.9M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2015 was Susquehanna International Group, an estimated $1.32M sold.
Based on aggregated 13F filings for Q1 2015.