Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
44 hedge funds and large institutions have $54.4M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.
1.27% more ownership
Funds ownership: 17.24% → 18.51% (+1.3%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
1% more capital invested
Capital invested by funds: $53.7M → $54.4M (+$692K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 46 → 44 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.99M |
| 2 |
Morgan Stanley
New York
|
+$508K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$355K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$264K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
-$983K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$331K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$297K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$168K |
| 5 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$92K |
SPXX Hedge Fund Activity: Q3 2021 in Review
44 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2021, worth a combined $54.4M — up 1.3% from $53.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPXX and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.99M. The largest seller was Shulman DeMeo Asset Management, exiting entirely with an estimated $983K sold.
- 44 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2021, down from 46 in Q2 2021.
- Funds reported $54.4M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2021, up 1.3% quarter-over-quarter.
- 4 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2021 was Shaker Financial Services, an estimated $3.99M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2021 was Shulman DeMeo Asset Management, an estimated $983K sold.
Based on aggregated 13F filings for Q3 2021.