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Nuveen NASDAQ 100 Dynamic Overwrite Fund

25 hedge funds and large institutions have $48M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $43.5M → $48M (+$4.55M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4% less funds holding

Funds holding: 2625 (-1)

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
-$378K -20,103 Closed
GSC
27
Ground Swell Capital
South Carolina
-$11K -600 Closed

QQQX Hedge Fund Activity: Q3 2014 in Review

25 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2014, worth a combined $48M — up 10% from $43.5M a quarter earlier.

Fund positioning in QQQX was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 16 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.39M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $378K sold.

  • 25 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2014, down from 26 in Q2 2014.
  • Funds reported $48M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2014, up 10% quarter-over-quarter.
  • 2 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2014 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2014 was Morgan Stanley, an estimated $1.39M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2014 was Advisors Asset Management, an estimated $378K sold.

Based on aggregated 13F filings for Q3 2014.