Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
33 hedge funds and large institutions have $51.2M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
1.52% more ownership
Funds ownership: 23.53% → 25.05% (+1.5%)
2% less capital invested
Capital invested by funds: $52M → $51.2M (-$826K)
11% less funds holding
Funds holding: 37 → 33 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.61M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.18M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$374K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.63M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$488K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$390K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$383K |
SPXX Hedge Fund Activity: Q3 2015 in Review
33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2015, worth a combined $51.2M — down 1.6% from $52M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPXX and 2 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $4.61M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $2.63M sold.
- 33 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2015, down from 37 in Q2 2015.
- Funds reported $51.2M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2015, down 1.6% quarter-over-quarter.
- 2 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2015 and 6 closed out, a net change of -4 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2015 was Parametric Portfolio Associates, an estimated $4.61M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2015 was Mariner Investment Group, an estimated $2.63M sold.
Based on aggregated 13F filings for Q3 2015.