Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
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.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 37 → 38 (+1)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
0.4% less ownership
Funds ownership: 26.67% → 26.27% (-0.4%)
3% less capital invested
Capital invested by funds: $58M → $56.5M (-$1.52M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.53M |
| 2 |
LPL Financial
San Diego,
California
|
+$533K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$308K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$143K |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.68M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$815K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$597K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$563K |
| 5 |
Morgan Stanley
New York
|
-$550K |
SPXX Hedge Fund Activity: Q1 2016 in Review
38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2016, worth a combined $56.5M — down 2.6% from $58M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXX positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $2.53M. The largest seller was Advisors Asset Management, cutting an estimated $1.68M.
- 38 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2016, up from 37 in Q4 2015.
- Funds reported $56.5M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2016, down 2.6% quarter-over-quarter.
- 5 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2016 and 4 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2016 was UBS Group, an estimated $2.53M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2016 was Advisors Asset Management, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2016.