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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

60 hedge funds and large institutions have $126M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $123M → $126M (+$3.43M)

0.12% more ownership

Funds ownership: 15.46% → 15.57% (+0.12%)

0% more funds holding

Funds holding: 60 → 60 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.3M
2
UBS Group
UBS Group
Switzerland
+$965K
3
Morgan Stanley
Morgan Stanley
New York
+$913K
4
RJA
Raymond James & Associates
Florida
+$866K
5
DA
Doliver Advisors
Texas
+$603K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$3.09M
2
Cohen & Steers
Cohen & Steers
New York
-$1.44M
3
Invesco
Invesco
Georgia
-$1.29M
4
TCM
Tuttle Capital Management
Connecticut
-$1.11M
5
WAM
Weiss Asset Management
Massachusetts
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
51
Thomas J. Herzfeld Advisors
Florida
$33K +$525 +24 +2%
CPIG
52
Chicago Partners Investment Group
Illinois
$22K – – –
RE
53
RBC Europe
United Kingdom
$19.5K +$19.3K +880 New
BWP
54
Baldwin Wealth Partners
Massachusetts
$17K – – –
HNB
55
Huntington National Bank
Ohio
$16K – – –
ASN
56
Advisory Services Network
Georgia
$15K +$241 +11 +2%
NFG
57
Next Financial Group
Texas
$5K -$30.2K -1,380 -87%
BCM
58
Blume Capital Management
California
$5K – – –
CB
59
Community Bank
New York
$2K – – –
TCM
60
Tuttle Capital Management
Connecticut
– -$1.11M -50,960 Closed
WAM
61
Weiss Asset Management
Massachusetts
– -$429K -19,754 Closed
MA
62
MCF Advisors
Kentucky
– -$61K -2,809 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– -$23.2K -1,059 Closed
MCIA
64
Mountain Capital Investment Advisors
Colorado
– -$18K -845 Closed
BTIS
65
BB&T Investment Services
North Carolina
– +$22 +1 New
1 2
3

QQQX Hedge Fund Activity: Q3 2017 in Review

60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2017, worth a combined $126M — up 2.8% from $123M a quarter earlier.

Fund positioning in QQQX was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 26 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.3M. The largest seller was Advisors Asset Management, cutting an estimated $3.09M.

  • 60 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $126M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2017, up 2.8% quarter-over-quarter.
  • 5 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2017 was Ameriprise, an estimated $1.3M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2017 was Advisors Asset Management, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2017.