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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $409M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

9% more funds holding

Funds holding: 127139 (+12)

9% more capital invested

Capital invested by funds: $374M → $409M (+$34.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 31.23%30.94% (-0.3%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$541K +$46.4K +1,784 +10%
WS
52
Wedbush Securities
California
$534K +$338 +13 +0.1%
Truist Financial
53
Truist Financial
North Carolina
$527K -$24.4K -940 -5%
BRWA
54
B. Riley Wealth Advisors
Florida
$492K -$2.13K -82 -0.4%
DC
55
Davenport & Co
Virginia
$473K
AC
56
Avory & Company
Florida
$464K
TSMHT
57
Thurston Springer Miller Herd & Titak
Indiana
$454K +$319K +12,248 +270%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$440K +$63.7K +2,451 +18%
MC
59
Moors & Cabot
Massachusetts
$415K +$494 +19 +0.1%
QC
60
Quantedge Capital
Singapore
$414K +$93.6K +3,600 +31%
Stifel Financial
61
Stifel Financial
Missouri
$409K +$14.7K +566 +4%
CWP
62
Cyndeo Wealth Partners
Florida
$403K
SA
63
Sanctuary Advisors
Indiana
$385K -$298K -11,442 -45%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$382K -$3.9K -150 -1%
IAIM
65
International Assets Investment Management
Florida
$375K -$9.29M -357,062 -96%
ACP
66
Aviance Capital Partners
Florida
$363K +$7.15K +275 +2%
FAIM
67
Financial Advocates Investment Management
Washington
$348K
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$347K +$68.3K +2,625 +26%
Comerica Bank
69
Comerica Bank
Texas
$346K +$78 +3 +0%
LC
70
Lindbrook Capital
California
$345K -$9.88K -380 -3%
DE
71
Diversified Enterprises
Delaware
$335K -$8.48K -326 -3%
JWCA
72
J.W. Cole Advisors
Florida
$327K -$2.11K -81 -0.7%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$325K +$20.8K +800 +7%
DAS
74
Diversify Advisory Services
Utah
$314K -$43.6K -1,675 -12%
Mariner
75
Mariner
Kansas
$299K +$287K +11,046 New

QQQX Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2024, worth a combined $409M — up 9.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QQQX positions and 10 closed out — a net gain of 16 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.48M. The largest seller was International Assets Investment Management, cutting an estimated $9.29M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $409M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 26 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $4.48M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.