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Nuveen S&P 500 Dynamic Overwrite Fund
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Overview Fund Activity

42 hedge funds and large institutions have $50.9M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8.74M
2
SFS
2
Shaker Financial Services
Virginia
$1.48M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$859K
4
VFS
4
VSR Financial Services
Kansas
$270K
5
CWM
5
Concert Wealth Management
California
$235K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$8.98M
2
GC
2
Guggenheim Capital
Illinois
$2.13M
3
LPL Financial
3
LPL Financial
California
$807K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.28M
5
Wells Fargo
5
Wells Fargo
California
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$8.98M 664,439 -318,008 -32%
UBS Group
2
UBS Group
Switzerland
$8.74M 646,575 +152,675 +31%
Invesco
3
Invesco
Georgia
$7.13M 527,270 -28,662 -5%
AAM
4
Advisors Asset Management
Colorado
$5.84M 432,046 -17,153 -4%
Morgan Stanley
5
Morgan Stanley
New York
$3.28M 242,377 -97,184 -29%
GC
6
Guggenheim Capital
Illinois
$2.13M 157,365 -106,101 -40%
AWMS
7
Advocacy Wealth Management Services
Georgia
$1.84M 135,894 -12,748 -9%
Wells Fargo
8
Wells Fargo
California
$1.76M 130,146 -89,941 -41%
SFS
9
Shaker Financial Services
Virginia
$1.48M 109,712 +109,712 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.44M 106,526 +15,980 +18%
RVPG
11
Relative Value Partners Group
$1.35M 100,005 -8,820 -8%
ACP
12
Aviance Capital Partners
Florida
$1.1M 81,665 -9,238 -10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$859K 63,555 +28,314 +80%
LPL Financial
14
LPL Financial
California
$807K 58,712 -101,198 -63%
Bank of America
15
Bank of America
North Carolina
$507K 37,503 -1,020 -3%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$506K 37,461 -500 -1%
RJA
17
Raymond James & Associates
Florida
$408K 30,164 +1,595 +6%
VC
18
Vicus Capital
Pennsylvania
$289K 21,390 – –
VFS
19
VSR Financial Services
Kansas
$270K 20,000 +20,000 New
ACM
20
Aviance Capital Management
Florida
$246K 18,164 +8,005 +79%
CWM
21
Concert Wealth Management
California
$235K 17,376 +17,376 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$228K 16,878 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$208K 15,398 +14,253 +1,245%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$198K 14,664 +3,039 +26%
Ameriprise
25
Ameriprise
Minnesota
$148K 11,381 +63 +0.6%
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