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Nuveen S&P 500 Dynamic Overwrite Fund

36 hedge funds and large institutions have $41.6M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.2M 775,866 +24,950 +3%
Invesco
2
Invesco
Georgia
$5.94M 412,223 -43,438 -10%
AAM
3
Advisors Asset Management
Colorado
$3.87M 268,409 -196,322 -42%
Morgan Stanley
4
Morgan Stanley
New York
$3.08M 214,016 -3,722 -2%
Wells Fargo
5
Wells Fargo
California
$2.92M 203,041 +76,191 +60%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.87M 199,098 +119,535 +150%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.44M 169,557 +169,557 New
ACP
8
Aviance Capital Partners
Florida
$1.27M 87,878 +8,477 +11%
LPL Financial
9
LPL Financial
California
$1.15M 79,949 +19,239 +32%
Ameriprise
10
Ameriprise
Minnesota
$1.14M 72,791 +39,166 +116%
SBIA
11
Sheaff Brock Investment Advisors
Indiana
$610K 42,340 +5,385 +15%
DC
12
Davenport & Co
Virginia
$581K 40,402 +7,080 +21%
RJA
13
Raymond James & Associates
Florida
$559K 38,833 +7,592 +24%
GC
14
Guggenheim Capital
Illinois
$556K 38,619 -127,788 -77%
Bank of America
15
Bank of America
North Carolina
$544K 37,787 -2,190 -5%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$463K 32,206 +17,475 +119%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$461K 32,032 +1,506 +5%
VC
18
Vicus Capital
Pennsylvania
$320K 22,199 -351 -2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$319K 22,125 +778 +4%
PAG
20
Private Advisor Group
New Jersey
$251K 17,310 +17,310 New
AWMS
21
Advocacy Wealth Management Services
Georgia
$228K 15,815 -90,610 -85%
DADC
22
D.A. Davidson & Co
Montana
$226K 15,717 -2,500 -14%
US Bancorp
23
US Bancorp
Minnesota
$138K 9,600 -400 -4%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$96K 6,645 -4,826 -42%
FCB
25
First Command Bank
Texas
$95K 6,600 +6,600 New