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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

38 hedge funds and large institutions have $56.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
11
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.58M
2
LPL Financial
2
LPL Financial
California
$2.09M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$645K
4
Ameriprise
4
Ameriprise
Minnesota
$151K
5
ACM
5
Aviance Capital Management
Florida
$135K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$5.98M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
Invesco
3
Invesco
Georgia
$7.41M
4
Wells Fargo
4
Wells Fargo
California
$2.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.52M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$13.1M 982,447 – –
Invesco
2
Invesco
Georgia
$7.41M 555,932 -47,238 -8%
UBS Group
3
UBS Group
Switzerland
$6.58M 493,900 +200,353 +68%
AAM
4
Advisors Asset Management
Colorado
$5.98M 449,199 -132,786 -23%
Morgan Stanley
5
Morgan Stanley
New York
$4.52M 339,561 -43,467 -11%
GC
6
Guggenheim Capital
Illinois
$3.51M 263,466 -26,465 -9%
Wells Fargo
7
Wells Fargo
California
$2.93M 220,087 -44,552 -17%
LPL Financial
8
LPL Financial
California
$2.09M 159,910 +42,178 +36%
AWMS
9
Advocacy Wealth Management Services
Georgia
$1.98M 148,642 -10,928 -7%
RVPG
10
Relative Value Partners Group
$1.47M 108,825 -12,068 -10%
ACP
11
Aviance Capital Partners
Florida
$1.21M 90,903 -4,605 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.21M 90,546 +5,835 +7%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$645K 48,436 +24,358 +101%
Bank of America
14
Bank of America
North Carolina
$513K 38,523 +8,480 +28%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$506K 37,961 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$469K 35,241 +7,391 +27%
LCM
17
Landscape Capital Management
New Jersey
$412K 30,930 +9,469 +44%
RJA
18
Raymond James & Associates
Florida
$381K 28,569 +4,365 +18%
VC
19
Vicus Capital
Pennsylvania
$285K 21,390 +5,255 +33%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$225K 16,878 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$155K 11,625 +1,700 +17%
Ameriprise
22
Ameriprise
Minnesota
$151K 11,318 +11,318 New
ACM
23
Aviance Capital Management
Florida
$135K 10,159 +10,159 New
US Bancorp
24
US Bancorp
Minnesota
$133K 10,000 -1,478 -13%
Deutsche Bank
25
Deutsche Bank
Germany
$133K 10,000 – –
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