Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
23 hedge funds and large institutions have $44.9M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $42.7M → $44.9M (+$2.15M)
12% less funds holding
Funds holding: 26 → 23 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.19M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.02M |
| 3 |
Morgan Stanley
New York
|
+$528K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$371K |
| 5 |
FSA
Financial Sense Advisors
San Diego,
California
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$966K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$848K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$760K |
| 4 |
SG Americas Securities
New York
|
-$420K |
| 5 |
LPL Financial
San Diego,
California
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
SG Americas Securities
New York
| – | -$420K | -23,613 | Closed |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$75K | -4,201 | Closed |
|
QQQX Hedge Fund Activity: Q1 2014 in Review
23 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2014, worth a combined $44.9M — up 5% from $42.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of QQQX and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 15 added.
The largest buyer was UBS, adding an estimated $1.19M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $966K sold.
- 23 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2014, down from 26 in Q4 2013.
- Funds reported $44.9M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2014, up 5% quarter-over-quarter.
- 1 fund opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2014 and 4 closed out, a net change of -3 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2014 was UBS, an estimated $1.19M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2014 was BNP Paribas Financial Markets, an estimated $966K sold.
Based on aggregated 13F filings for Q1 2014.