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Nuveen NASDAQ 100 Dynamic Overwrite Fund

91 hedge funds and large institutions have $146M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

2% more funds holding

Funds holding: 8991 (+2)

2% more capital invested

Capital invested by funds: $143M → $146M (+$3.14M)

0.13% less ownership

Funds ownership: 16.85%16.72% (-0.13%)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$255K -$192K -8,606 -43%
GSWM
52
Golden State Wealth Management
California
$211K -$4.12K -184 -2%
GAM
53
Griffin Asset Management
New York
$209K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$197K
SPIA
55
Steward Partners Investment Advisory
New York
$195K +$196K +8,741 New
ANBT
56
American National Bank & Trust
Texas
$179K
JCM
57
Jacobi Capital Management
Pennsylvania
$178K +$1.95K +87 +1%
NFG
58
Next Financial Group
Texas
$113K +$85.3K +3,812 +313%
AF
59
Allworth Financial
California
$96K +$1.39K +62 +1%
QCIG
60
Quad-Cities Investment Group
Iowa
$93K +$1.39K +62 +2%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$71.6K
GWM
62
Geneos Wealth Management
Colorado
$67K
IWA
63
IBEX Wealth Advisors
New Jersey
$65K +$65.8K +2,940 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$58K +$8.1K +362 +16%
BWA
65
BDO Wealth Advisors
Florida
$54K +$53.7K +2,400 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$51K
EIP
67
Ellis Investment Partners
Pennsylvania
$45K +$45K +2,010 New
RE
68
RBC Europe
United Kingdom
$41.3K
FIA
69
FNY Investment Advisers
New York
$39K +$4.92K +220 +14%
TJHA
70
Thomas J. Herzfeld Advisors
Florida
$38K +$649 +29 +2%
HPC
71
HM Payson & Co
Maine
$34K +$33.5K +1,500 New
RIA
72
Realta Investment Advisors
Delaware
$33K +$32.9K +1,470 New
PB
73
Pinnacle Bancorp
Nebraska
$31K
RFM
74
Royal Fund Management
Florida
$29K +$1.03K +46 +4%
AF
75
Advisornet Financial
Minnesota
$28K

QQQX Hedge Fund Activity: Q2 2019 in Review

91 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2019, worth a combined $146M — up 2.2% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QQQX positions and 9 closed out — a net gain of 4 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Invesco, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $2.07M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2019, up from 89 in Q1 2019.
  • Funds reported $146M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2019, up 2.2% quarter-over-quarter.
  • 13 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2019 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2019 was Invesco, an estimated $1.82M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2019 was Morgan Stanley, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2019.