Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
53 hedge funds and large institutions have $62.7M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
4% more funds holding
Funds holding: 51 → 53 (+2)
5% more capital invested
Capital invested by funds: $60M → $62.7M (+$2.73M)
0.73% more ownership
Funds ownership: 23.39% → 24.11% (+0.73%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.57M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.19M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$587K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$495K |
| 5 |
FFG
Fortem Financial Group
Palm Desert,
California
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$1.06M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$895K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$492K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$425K |
| 5 |
LPL Financial
San Diego,
California
|
-$364K |
SPXX Hedge Fund Activity: Q4 2023 in Review
53 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2023, worth a combined $62.7M — up 4.5% from $60M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXX positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $1.57M. The largest seller was Aviance Capital Partners, cutting an estimated $1.06M.
- 53 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $62.7M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2023, up 4.5% quarter-over-quarter.
- 4 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2023 was Cornerstone Advisors, an estimated $1.57M added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2023 was Aviance Capital Partners, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2023.