Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
44 hedge funds and large institutions have $61.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
13% more capital invested
Capital invested by funds: $54.4M → $61.5M (+$7.1M)
0.72% more ownership
Funds ownership: 18.51% → 19.22% (+0.72%)
0% more funds holding
Funds holding: 44 → 44 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.38M |
| 2 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
+$941K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$581K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$577K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.07M |
| 2 |
Morgan Stanley
New York
|
-$679K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$662K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$302K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$201K |
SPXX Hedge Fund Activity: Q4 2021 in Review
44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2021, worth a combined $61.5M — up 13% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXX positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Invesco, adding an estimated $1.38M. The largest seller was Guggenheim Capital, cutting an estimated $1.07M.
- 44 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $61.5M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2021, up 13% quarter-over-quarter.
- 5 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2021 was Invesco, an estimated $1.38M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2021 was Guggenheim Capital, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2021.