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Nuveen NASDAQ 100 Dynamic Overwrite Fund

91 hedge funds and large institutions have $174M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

21% more capital invested

Capital invested by funds: $144M → $174M (+$30.2M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.03% less ownership

Funds ownership: 19.13%19.1% (-0.03%)

1% less funds holding

Funds holding: 9291 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
34
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$304K
HighTower Advisors
52
HighTower Advisors
Illinois
$302K
AIM
53
Aspen Investment Management
Michigan
$293K
Creative Planning
54
Creative Planning
Kansas
$280K -$8.44K -379 -3%
PAG
55
Private Advisor Group
New Jersey
$279K +$12.5K +563 +5%
MFG
56
Merit Financial Group
Georgia
$276K
EP
57
Eudaimonia Partners
Tennessee
$235K -$72.6K -3,260 -24%
EH
58
Equitable Holdings
New York
$232K -$168K -7,552 -43%
GW
59
GW & Wade
Massachusetts
$219K -$44K -1,975 -17%
HL
60
HeadInvest LLC
Maine
$219K +$212K +9,520 New
GAM
61
Griffin Asset Management
New York
$215K +$208K +9,355 New
VCM
62
Vivaldi Capital Management
Illinois
$204K +$180K +8,103 New
Jane Street
63
Jane Street
New York
$202K +$196K +8,799 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$197K
JCM
65
Jacobi Capital Management
Pennsylvania
$195K +$2.78K +125 +1%
ANBT
66
American National Bank & Trust
Texas
$148K
SPIA
67
Steward Partners Investment Advisory
New York
$130K -$50.4K -2,264 -29%
CAL
68
Capital Analysts LLC
Pennsylvania
$124K +$22 +1 +0%
AF
69
Allworth Financial
California
$86K
GWM
70
Geneos Wealth Management
Colorado
$66K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$64K +$62.3K +2,800 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$63K -$104K -4,657 -63%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$53K
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$44K +$824 +37 +2%
RE
75
RBC Europe
United Kingdom
$42.5K

QQQX Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2020, worth a combined $174M — up 21% from $144M a quarter earlier.

Fund positioning in QQQX was balanced in Q2 2020: 17 funds opened new positions, 17 closed out, 34 added to existing stakes and 24 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $5.54M. The largest seller was Shaker Financial Services, cutting an estimated $3.35M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2020, down from 92 in Q1 2020.
  • Funds reported $174M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2020, up 21% quarter-over-quarter.
  • 17 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2020 and 17 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2020 was Nan Shan Life Insurance, an estimated $5.54M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2020 was Shaker Financial Services, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2020.