Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
52 hedge funds and large institutions have $63M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
18% more funds holding
Funds holding: 44 → 52 (+8)
1.04% more ownership
Funds ownership: 19.22% → 20.26% (+1%)
2% more capital invested
Capital invested by funds: $61.5M → $63M (+$1.54M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.04M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$848K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$445K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$672K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$643K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$437K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$383K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$140K |
SPXX Hedge Fund Activity: Q1 2022 in Review
52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q1 2022, worth a combined $63M — up 2.5% from $61.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPXX positions and 2 closed out — a net gain of 9 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.47M. The largest seller was Stifel Financial, cutting an estimated $672K.
- 52 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q1 2022, up from 44 in Q4 2021.
- Funds reported $63M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q1 2022, up 2.5% quarter-over-quarter.
- 11 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q1 2022 and 2 closed out, a net change of +9 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q1 2022 was Advisors Asset Management, an estimated $1.47M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q1 2022 was Stifel Financial, an estimated $672K sold.
Based on aggregated 13F filings for Q1 2022.