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Nuveen S&P 500 Dynamic Overwrite Fund

40 hedge funds and large institutions have $43.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.3M 750,916 +104,341 +16%
AAM
2
Advisors Asset Management
Colorado
$6.4M 464,731 +32,685 +8%
Invesco
3
Invesco
Georgia
$6.27M 455,661 -71,609 -14%
Morgan Stanley
4
Morgan Stanley
New York
$3M 217,738 -24,639 -10%
GC
5
Guggenheim Capital
Illinois
$2.29M 166,407 +9,042 +6%
Wells Fargo
6
Wells Fargo
California
$1.75M 126,850 -3,296 -3%
AWMS
7
Advocacy Wealth Management Services
Georgia
$1.46M 106,425 -29,469 -22%
SFS
8
Shaker Financial Services
Virginia
$1.43M 104,163 -5,549 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.1M 79,563 +16,008 +25%
ACP
10
Aviance Capital Partners
Florida
$1.09M 79,401 -2,264 -3%
RVPG
11
Relative Value Partners Group
$878K 63,835 -36,170 -36%
LPL Financial
12
LPL Financial
California
$820K 60,710 +1,998 +3%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$814K 59,147 +59,147 New
PPA
14
Parametric Portfolio Associates
Washington
$661K 48,025 -616,414 -93%
Bank of America
15
Bank of America
North Carolina
$550K 39,977 +2,474 +7%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$509K 36,955 -506 -1%
DC
17
Davenport & Co
Virginia
$459K 33,322 +33,322 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$449K 30,526 +15,128 +98%
Ameriprise
19
Ameriprise
Minnesota
$447K 33,625 +22,244 +195%
RJA
20
Raymond James & Associates
Florida
$430K 31,241 +1,077 +4%
VC
21
Vicus Capital
Pennsylvania
$310K 22,550 +1,160 +5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$295K 21,347 +12,824 +150%
DADC
23
D.A. Davidson & Co
Montana
$250K 18,217 +10,742 +144%
ACM
24
Aviance Capital Management
Florida
$224K 16,312 -1,852 -10%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$203K 14,731 +67 +0.5%