SPXX (Nuveen S&P 500 Dynamic Overwrite Fund) Institutional Ownership: 45.41% (As of Aug. 03, 2026)

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SPXX Nuveen S&P 500 Dynamic Overwrite Fund SPXX
56 GF Score
Price $18.79
GF Value $15.28
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Nuveen S&P 500 Dynamic Overwrite Fund Institutional Ownership?

Nuveen S&P 500 Dynamic Overwrite Fund SPXX +1.84% 56 Institutional Ownership is 45.41% as of Aug. 03, 2026. GuruFocus rates SPXX with a GF Score™ of 56/100 and a GF Value™ of $15.28 (Modestly Overvalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Nuveen S&P 500 Dynamic Overwrite Fund's institutional ownership is 45.41%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Nuveen S&P 500 Dynamic Overwrite Fund's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Nuveen S&P 500 Dynamic Overwrite Fund's Float Percentage Of Total Shares Outstanding is 99.98%.

Nuveen S&P 500 Dynamic Overwrite Fund Institutional Ownership Historical Data

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The historical data trend for Nuveen S&P 500 Dynamic Overwrite Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Nuveen S&P 500 Dynamic Overwrite Fund Institutional Ownership Chart

Nuveen S&P 500 Dynamic Overwrite Fund Historical Data

The historical data trend for Nuveen S&P 500 Dynamic Overwrite Fund can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 2.82 3.14 3.00 2.51 2.77 2.77 18.50 18.44 18.86 18.63
SPXX
56GF Score
Nuveen S&P 500 Dynamic Overwrite Fund SPXX
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Nuveen S&P 500 Dynamic Overwrite Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 45.41% mean?
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a Institutional Ownership of 45.41% as of Aug. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors.
Is Nuveen S&P 500 Dynamic Overwrite Fund's Institutional Ownership too high?
Nuveen S&P 500 Dynamic Overwrite Fund's current Institutional Ownership is 45.41%. Overall, Nuveen S&P 500 Dynamic Overwrite Fund has a GF Score™ of 56/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen S&P 500 Dynamic Overwrite Fund's Institutional Ownership compare to BKT and CAF?
Nuveen S&P 500 Dynamic Overwrite Fund's Institutional Ownership of 45.41% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors. Nuveen S&P 500 Dynamic Overwrite Fund's current Institutional Ownership is 45.41%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen S&P 500 Dynamic Overwrite Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.28, compared to a current price of $18.79 — trading 23% above its estimated fair value. The current Institutional Ownership is 45.41%. Nuveen S&P 500 Dynamic Overwrite Fund's overall GF Score™ is 56/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Nuveen S&P 500 Dynamic Overwrite Fund (SPXX), the current Institutional Ownership is 45.41% as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Overvalued in 2026?

Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund stock appears to be overvalued. The current stock price of $18.79 is trading 23% above its estimated GF Value™ of $15.28. GuruFocus considers Nuveen S&P 500 Dynamic Overwrite Fund to be Modestly Overvalued.

Key valuation signals for SPXX:

  • Institutional Ownership: 45.41%
  • GF Value™: $15.28 vs. price of $18.79 (23% above fair value)
  • GF Score™: 56/100 with 6 warning signs

No single metric tells the full story. See the SPXX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Nuveen S&P 500 Dynamic Overwrite Fund Business Description

Address 333 West Wacker Drive, Chicago, IL, USA, 60606
Nuveen S&P 500 Dynamic Overwrite Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total returns with less volatility than the S&P 500 Index by investing in a U.S. equity portfolio that seeks to substantially replicate the price movements of the S&P 500 Index, as well as selling call options on approximately 35% to 75% of the notional value of the Fund's equity portfolio in an effort to enhance the Fund's risk-adjusted returns.
56GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$18.79
Price
$15.28
GF Value