Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
49 hedge funds and large institutions have $44.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
11% more capital invested
Capital invested by funds: $39.7M → $44.1M (+$4.4M)
0.03% more ownership
Funds ownership: 19.94% → 19.97% (+0.03%)
4% less funds holding
Funds holding: 51 → 49 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.17M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$820K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
+$417K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.6M |
| 2 |
ICM
Ionic Capital Management
New York
|
-$672K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$559K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$449K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$255K |
SPXX Hedge Fund Activity: Q2 2020 in Review
49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q2 2020, worth a combined $44.1M — up 11% from $39.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SPXX and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 17 added.
The largest buyer was Shaker Financial Services, adding an estimated $2.17M. The largest seller was UBS Group, cutting an estimated $3.6M.
- 49 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q2 2020, down from 51 in Q1 2020.
- Funds reported $44.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q2 2020, up 11% quarter-over-quarter.
- 7 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q2 2020 and 9 closed out, a net change of -2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q2 2020 was Shaker Financial Services, an estimated $2.17M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q2 2020 was UBS Group, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2020.