Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
52 hedge funds and large institutions have $115M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.
933% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 3
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
138% more capital invested
Capital invested by funds: $48M → $115M (+$66.5M)
108% more funds holding
Funds holding: 25 → 52 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$13.1M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$10.4M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$9.98M |
| 4 |
Morgan Stanley
New York
|
+$7.87M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSA
Financial Sense Advisors
San Diego,
California
|
-$703K |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$560K |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$232K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$149K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $7K | +$7.98K | +400 | New |
|
|
MA
52
MUFG Americas
New York
| $3K | +$2.79K | +140 | New |
|
|
FSA
53
Financial Sense Advisors
San Diego,
California
| – | -$703K | -36,431 | Closed |
|
|
54
BNP Paribas Financial Markets
Paris,
France
| – | -$560K | -29,044 | Closed |
|
|
55
Ameriprise
Minneapolis,
Minnesota
| – | -$38K | -1,977 | Closed |
|
QQQX Hedge Fund Activity: Q4 2014 in Review
52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2014, worth a combined $115M — up 138% from $48M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new QQQX positions and 3 closed out — a net gain of 28 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Invesco, adding an estimated $13.1M. The largest seller was Financial Sense Advisors, exiting entirely with an estimated $703K sold.
- 52 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2014, up from 25 in Q3 2014.
- Funds reported $115M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2014, up 138% quarter-over-quarter.
- 31 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2014 and 3 closed out, a net change of +28 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2014 was Invesco, an estimated $13.1M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2014 was Financial Sense Advisors, an estimated $703K sold.
Based on aggregated 13F filings for Q4 2014.