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Nuveen NASDAQ 100 Dynamic Overwrite Fund

91 hedge funds and large institutions have $148M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $146M → $148M (+$2.47M)

0.45% more ownership

Funds ownership: 16.72%17.18% (+0.45%)

0% more funds holding

Funds holding: 9191 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$949K -$23.9K -1,066 -2%
SI
27
Stephens Inc
Arkansas
$854K -$12K -534 -1%
BAM
28
Belpointe Asset Management
Nevada
$798K +$20.4K +910 +3%
HA
29
Harborview Advisors
Maine
$700K -$150K -6,713 -18%
PAG
30
Private Advisor Group
New Jersey
$637K -$58.7K -2,619 -8%
WS
31
Wedbush Securities
California
$626K -$1.1K -49 -0.2%
VC
32
Vicus Capital
Pennsylvania
$618K -$10.7K -476 -2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$600K -$190K -8,496 -24%
MA
34
Mutual Advisors
Nebraska
$584K -$15.8K -703 -3%
FSA
35
Financial Sense Advisors
California
$573K -$287K -12,795 -33%
FAM
36
Formidable Asset Management
Ohio
$534K +$532K +23,763 New
AFP
37
Ausdal Financial Partners
Iowa
$530K +$170K +7,603 +47%
BTS
38
BB&T Securities
Virginia
$508K +$71.5K +3,189 +16%
SCM
39
Schnieders Capital Management
California
$497K +$6.72K +300 +1%
NA
40
NewEdge Advisors
Louisiana
$438K +$381 +17 +0.1%
SWP
41
Stratos Wealth Partners
Ohio
$388K -$4.35K -194 -1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$382K +$61.9K +2,763 +19%
SFM
43
Signet Financial Management
New Jersey
$361K -$38K -1,694 -10%
WGA
44
Weather Gauge Advisory
Virginia
$336K +$67 +3 +0%
MML Investors Services
45
MML Investors Services
Massachusetts
$313K -$243K -10,824 -43%
APA
46
American Portfolios Advisors
New York
$299K +$1.37K +61 +0.5%
GW
47
GW & Wade
Massachusetts
$284K -$113K -5,022 -28%
HighTower Advisors
48
HighTower Advisors
Illinois
$284K
SS
49
Sunbelt Securities
Texas
$271K +$274K +12,239 New
Creative Planning
50
Creative Planning
Kansas
$270K -$33.4K -1,489 -11%

QQQX Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2019, worth a combined $148M — up 1.7% from $146M a quarter earlier.

Fund positioning in QQQX was balanced in Q3 2019: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $2.78M. The largest seller was Raymond James & Associates, cutting an estimated $1.22M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $148M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2019, up 1.7% quarter-over-quarter.
  • 8 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2019 and 8 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2019 was Bank of America, an estimated $2.78M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2019 was Raymond James & Associates, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2019.