Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
43 hedge funds and large institutions have $45.8M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 42 → 43 (+1)
0.12% more ownership
Funds ownership: 17.8% → 17.92% (+0.12%)
2% less capital invested
Capital invested by funds: $46.6M → $45.8M (-$840K)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
OTA Financial Group
Purchase,
New York
|
+$578K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$541K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$367K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$210K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$538K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$406K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$237K |
| 4 |
RM
Resource Management
Metairie,
Louisiana
|
-$196K |
| 5 |
Morgan Stanley
New York
|
-$177K |
SPXX Hedge Fund Activity: Q3 2019 in Review
43 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2019, worth a combined $45.8M — down 1.8% from $46.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXX positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 17 trimmed.
The largest buyer was OTA Financial Group, opening a new position worth an estimated $578K. The largest seller was Invesco, cutting an estimated $538K.
- 43 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2019, up from 42 in Q2 2019.
- Funds reported $45.8M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2019, down 1.8% quarter-over-quarter.
- 4 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2019 and 3 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2019 was OTA Financial Group, an estimated $578K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2019 was Invesco, an estimated $538K sold.
Based on aggregated 13F filings for Q3 2019.