SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

Overview Fund Activity

37 hedge funds and large institutions have $46.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.23M
2
Stifel Financial
2
Stifel Financial
Missouri
$532K
3
UBS Group
3
UBS Group
Switzerland
$11.9M
4
Bank of America
4
Bank of America
North Carolina
$1.79M
5
Millennium Management
5
Millennium Management
New York
$213K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.02M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$213K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
Ameriprise
4
Ameriprise
Minnesota
$528K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.9M 694,311 +29,739 +4%
Wells Fargo
2
Wells Fargo
California
$7.02M 410,266 -3,885 -0.9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.31M 310,174 -1,620 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$4.34M 253,690 +7,615 +3%
Invesco
5
Invesco
Georgia
$3.02M 176,502 -63,045 -26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.23M 130,590 +54,476 +72%
AAM
7
Advisors Asset Management
Colorado
$1.96M 110,645 -966 -0.9%
Bank of America
8
Bank of America
North Carolina
$1.79M 104,655 +21,325 +26%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.54M 90,120 -8,703 -9%
ACP
10
Aviance Capital Partners
Florida
$1.38M 80,610 -5,674 -7%
DC
11
Davenport & Co
Virginia
$691K 40,363 +2,798 +7%
SBIA
12
Sheaff Brock Investment Advisors
Indiana
$686K 40,093 -578 -1%
LPL Financial
13
LPL Financial
California
$647K 37,840 +6,410 +20%
Stifel Financial
14
Stifel Financial
Missouri
$532K 30,949 +30,949 New
Ameriprise
15
Ameriprise
Minnesota
$528K 31,125 -9,945 -24%
RJA
16
Raymond James & Associates
Florida
$500K 29,198 +1,942 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$431K 25,235 – –
VC
18
Vicus Capital
Pennsylvania
$324K 18,952 -1,510 -7%
NA
19
NewEdge Advisors
Louisiana
$239K 13,819 +239 +2%
FIAS
20
FinTrust Investment Advisory Services
South Carolina
$236K 13,769 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$213K 12,424 -30,475 -71%
Millennium Management
22
Millennium Management
New York
$213K 12,443 +12,443 New
PAG
23
Private Advisor Group
New Jersey
$199K 11,630 +11,630 New
SWP
24
Stratos Wealth Partners
Ohio
$139K 8,117 – –
PGWM
25
Parisi Gray Wealth Management
New Jersey
$87K 5,000 – –
1
2