Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
36 hedge funds and large institutions have $47.9M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.
15% more capital invested
Capital invested by funds: $41.6M → $47.9M (+$6.31M)
2.19% more ownership
Funds ownership: 17.86% → 20.05% (+2.2%)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.33M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.25M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.15M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$725K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$782K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$308K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$238K |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$231K |
SPXX Hedge Fund Activity: Q1 2017 in Review
36 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2017, worth a combined $47.9M — up 15% from $41.6M a quarter earlier.
Fund positioning in SPXX was balanced in Q1 2017: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.33M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.11M.
- 36 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $47.9M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2017, up 15% quarter-over-quarter.
- 5 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2017 and 5 closed out, a net change of 0 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2017 was LPL Financial, an estimated $2.33M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2017 was Northwestern Mutual Wealth Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2017.