Sage Capital Management, LLC BXMX β€” NUVEEN S&P 500 BUY-WRITE INC

Ownership history in Sage Capital Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Sage Capital Management, LLC reported NUVEEN S&P 500 BUY-WRITE INC (BXMX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.78% in 2025 Q1. The latest visible filing shows BXMX at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BXMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Capital Management, LLC's position in NUVEEN S&P 500 BUY-WRITE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BXMX was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sage Capital Management, LLC held BXMX β€” position size vs. price
% of Fund (quarterly)    BXMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 239,661 -15,957 -6.2% 1.63% $3.5M 2026-01-15 $14.67
2025 Q3 ADDED β€” β€” β€” 255,618 +523 +0.2% 1.66% $3.7M 2025-10-28 $14.35
2025 Q2 ADDED β€” β€” β€” 255,095 +5,845 +2.3% 1.70% $3.5M 2025-08-05 $13.44
2025 Q1 ADDED β€” β€” β€” 249,250 +42,637 +20.6% 1.78% $3.3M 2025-05-15 $12.71
2024 Q4 ADDED β€” β€” β€” 206,613 +4,843 +2.4% 1.46% $2.9M 2025-02-12 $13.14
2024 Q3 REDUCED 6.3% +3.9% ❌ 201,770 -13,677 -6.3% 1.33% $2.8M 2024-10-30 $12.48
2024 Q2 INITIATED β€” β€” β€” 215,447 β€” β€” 1.65% $2.8M 2024-07-31 $11.95

🏒 Other funds also holding BXMX

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% Medallion Wealth Advisors, LLC 0.0% Ameliora Wealth Management Ltd. 3Y 0.0%

FAQ About Sage Capital Management, LLC and BXMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sage Capital Management, LLC reported owning BXMX?

Sage Capital Management, LLC reported BXMX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BXMX position in Sage Capital Management, LLC's portfolio?

The largest reported portfolio weight for BXMX was 1.78% in 2025 Q1.

What is the latest reported BXMX position on this page?

The most recent filing on this page is 2025 Q4, when Sage Capital Management, LLC reported 239,661 shares, equal to 1.63% of portfolio, with an estimated market value of $3.5M.

What does the chart on this BXMX ownership page compare?

The chart compares Sage Capital Management, LLC's quarterly BXMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sage Capital Management, LLC time their BXMX position?

Based on 13F filing dates vs. subsequent BXMX price moves, Sage Capital Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BXMX relative to SPY over the holding period was -2.8%.

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