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Nuveen S&P 500 Dynamic Overwrite Fund

51 hedge funds and large institutions have $51.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.81M 472,545 +1,138 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$5.24M 317,097 +50,573 +19%
HWM
3
Howard Wealth Management
Connecticut
$5M 302,230 +1,130 +0.4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.61M 278,904 -5,613 -2%
Invesco
5
Invesco
Georgia
$4.5M 272,362 +16,890 +7%
UBS Group
6
UBS Group
Switzerland
$4.22M 255,484 -37,610 -13%
LPL Financial
7
LPL Financial
California
$1.64M 99,030 -33,229 -25%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.49M 90,134 +21,272 +31%
SFS
9
Shaker Financial Services
Virginia
$1.49M 89,874 -120,785 -57%
GC
10
Guggenheim Capital
Illinois
$1.32M 80,107 -1,386 -2%
Stifel Financial
11
Stifel Financial
Missouri
$1.13M 68,191 +4,145 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.12M 67,628 -3,218 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 63,283 -10,331 -14%
ACP
14
Aviance Capital Partners
Florida
$1M 60,691 -18,153 -23%
DC
15
Davenport & Co
Virginia
$973K 58,871 +933 +2%
RJA
16
Raymond James & Associates
Florida
$956K 57,833 +8,803 +18%
SDAM
17
Shulman DeMeo Asset Management
New York
$917K 55,496 -3,483 -6%
DADC
18
D.A. Davidson & Co
Montana
$825K 49,932 +15,175 +44%
Osaic Holdings
19
Osaic Holdings
Arizona
$645K 38,987 -3,455 -8%
AAM
20
Advisors Asset Management
Colorado
$576K 34,859 -281 -0.8%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$540K 31,853 -10,722 -25%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$498K 30,136
Bank of America
23
Bank of America
North Carolina
$441K 26,685 -1,055 -4%
Truist Financial
24
Truist Financial
North Carolina
$379K 22,945
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$371K 22,450 -2,665 -11%