Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
59 hedge funds and large institutions have $111M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
4% more funds holding
Funds holding: 57 → 59 (+2)
10% less capital invested
Capital invested by funds: $123M → $111M (-$12.1M)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.78M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.64M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.24M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.19M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$975K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.26M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.35M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.92M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.62M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.16M |
QQQX Hedge Fund Activity: Q2 2016 in Review
59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2016, worth a combined $111M — down 9.8% from $123M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new QQQX positions and 11 closed out — a net gain of 2 holders — while 12 added to existing stakes and 22 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.78M. The largest seller was Wells Fargo, cutting an estimated $4.26M.
- 59 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2016, up from 57 in Q1 2016.
- Funds reported $111M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2016, down 9.8% quarter-over-quarter.
- 13 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2016 and 11 closed out, a net change of +2 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2016 was Cohen & Steers, an estimated $1.78M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2016 was Wells Fargo, an estimated $4.26M sold.
Based on aggregated 13F filings for Q2 2016.