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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

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.

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.75M
3
SFS
3
Shaker Financial Services
Virginia
$627K
4
DA
4
Doliver Advisors
Texas
$568K
5
1CP
5
1607 Capital Partners
Virginia
$499K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.24M
2
Invesco
2
Invesco
Georgia
$12.3M
3
KIM
3
Karpus Investment Management
New York
$0
4
RVP
4
Relative Value Partners
Illinois
$2.26M
5
MIG
5
Mariner Investment Group
New York
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$12.3M 876,857 -64,765 -7%
GC
2
Guggenheim Capital
Illinois
$8.12M 581,286 +20,189 +4%
AAM
3
Advisors Asset Management
Colorado
$4.5M 322,340 +33,255 +12%
PPA
4
Parametric Portfolio Associates
Washington
$4.01M 287,138 +133,626 +87%
UBS Group
5
UBS Group
Switzerland
$3.29M 235,758 +10,173 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.75M 196,973 +69,225 +54%
Wells Fargo
7
Wells Fargo
California
$2.7M 193,102 +597 +0.3%
MIG
8
Mariner Investment Group
New York
$2.37M 169,949 -16,315 -9%
RVP
9
Relative Value Partners
Illinois
$2.26M 162,045 -17,356 -10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.24M 160,555 -92,735 -37%
ACP
11
Aviance Capital Partners
Florida
$1.4M 99,899 +1,206 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$846K 60,568 +8,577 +16%
LPL Financial
13
LPL Financial
California
$638K 45,752 +2,980 +7%
SFS
14
Shaker Financial Services
Virginia
$627K 44,849 +44,849 New
DA
15
Doliver Advisors
Texas
$568K 40,667 +40,667 New
1CP
16
1607 Capital Partners
Virginia
$499K 35,748 +35,748 New
Bank of America
17
Bank of America
North Carolina
$456K 32,667 -3,388 -9%
VKH
18
Virtu KCG Holdings
New York
$347K 24,869 +24,869 New
RJA
19
Raymond James & Associates
Florida
$328K 23,475 +23,475 New
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$238K 17,102 +15,665 +1,090%
CA
21
Cetera Advisors
Colorado
$234K 16,805 +1,400 +9%
Ameriprise
22
Ameriprise
Minnesota
$190K 13,573 -2,023 -13%
CRC
23
Curi RMB Capital
Illinois
$176K 12,615 +12,615 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$172K 12,335 -1,345 -10%
IT
25
Independence Trust
Tennessee
$162K 11,563 -1,448 -11%
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