Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
76 hedge funds and large institutions have $167M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
11% more capital invested
Capital invested by funds: $151M → $167M (+$16M)
10% more funds holding
Funds holding: 69 → 76 (+7)
0.74% more ownership
Funds ownership: 16.75% → 17.48% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.94M |
| 2 |
Morgan Stanley
New York
|
+$2.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.71M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.32M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$879K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.05M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$918K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRA
76
Front Row Advisors
Tiburon,
California
| $1 | – | – | – |
|
|
77
Northern Trust
Chicago,
Illinois
| – | -$375K | -15,195 | Closed |
|
|
PAG
78
Private Advisor Group
Morristown,
New Jersey
| – | -$240K | -9,752 | Closed |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$232K | -9,413 | Closed |
|
|
IIC
80
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$133K | -5,411 | Closed |
|
|
IWM
81
IHT Wealth Management
Chicago,
Illinois
| – | -$60K | -2,500 | Closed |
|
|
WCM
82
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$3K | -150 | Closed |
|
QQQX Hedge Fund Activity: Q2 2018 in Review
76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2018, worth a combined $167M — up 11% from $151M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new QQQX positions and 6 closed out — a net gain of 8 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was UBS Group, adding an estimated $2.94M. The largest seller was Guggenheim Capital, cutting an estimated $2.4M.
- 76 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2018, up from 69 in Q1 2018.
- Funds reported $167M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2018, up 11% quarter-over-quarter.
- 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2018 and 6 closed out, a net change of +8 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2018 was UBS Group, an estimated $2.94M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2018 was Guggenheim Capital, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2018.