Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
26 hedge funds and large institutions have $43.5M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
13% more funds holding
Funds holding: 23 → 26 (+3)
3% less capital invested
Capital invested by funds: $44.9M → $43.5M (-$1.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.35M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$531K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$435K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$317K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.03M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$145K |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$84.6K |
| 5 |
LPL Financial
San Diego,
California
|
-$75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $9K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | -$6K | -319 | Closed |
|
QQQX Hedge Fund Activity: Q2 2014 in Review
26 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2014, worth a combined $43.5M — down 3.1% from $44.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QQQX positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.35M. The largest seller was Advisors Asset Management, cutting an estimated $4.24M.
- 26 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2014, up from 23 in Q1 2014.
- Funds reported $43.5M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2014, down 3.1% quarter-over-quarter.
- 4 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2014 and 1 closed out, a net change of +3 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2014 was Morgan Stanley, an estimated $1.35M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2014 was Advisors Asset Management, an estimated $4.24M sold.
Based on aggregated 13F filings for Q2 2014.