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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

91 hedge funds and large institutions have $148M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $146M → $148M (+$2.47M)

0.45% more ownership

Funds ownership: 16.72% → 17.18% (+0.45%)

0% more funds holding

Funds holding: 91 → 91 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.78M
2
Cohen & Steers
Cohen & Steers
New York
+$2.23M
3
SDAM
Shulman DeMeo Asset Management
New York
+$1.73M
4
Wells Fargo
Wells Fargo
California
+$1.09M
5
FAM
Formidable Asset Management
Ohio
+$532K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.22M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.08M
3
UBS Group
UBS Group
Switzerland
-$939K
4
Millennium Management
Millennium Management
New York
-$575K
5
DA
Doliver Advisors
Texas
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Advisornet Financial
Minnesota
$28K – – –
RFM
77
Royal Fund Management
Florida
$27K -$1.34K -60 -5%
HNB
78
Huntington National Bank
Ohio
$27K – – –
AIC
79
Ameritas Investment Company
Nebraska
$21K +$21.6K +966 New
PCG
80
Private Capital Group
Connecticut
$12K – – –
AWM
81
Avior Wealth Management
Nebraska
$8K – – –
SF
82
Synovus Financial
Georgia
$8K – – –
TF
83
TimeScale Financial
Massachusetts
$8K – – –
ASN
84
Advisory Services Network
Georgia
$6K – – –
BCM
85
Blume Capital Management
California
$4K – – –
CAC
86
Certified Advisory Corp
Florida
$4K – – –
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
VFA
88
Valeo Financial Advisors
Indiana
$4K – – –
WCM
89
Whitener Capital Management
North Carolina
$3K – – –
CB
90
Community Bank
New York
$2K – – –
Millennium Management
91
Millennium Management
New York
– -$575K -25,700 Closed
DA
92
Doliver Advisors
Texas
– -$399K -17,835 Closed
P
93
&Partners
Tennessee
– -$318K -14,215 Closed
IWA
94
IBEX Wealth Advisors
New Jersey
– -$65K -2,940 Closed
AWMS
95
Advocacy Wealth Management Services
Georgia
– -$28K -1,264 Closed
WAP
96
Wealthcare Advisory Partners
Pennsylvania
– -$11K -500 Closed
AC
97
Avestar Capital
New York
– -$6K -272 Closed
TA
98
TCG Advisors
Texas
– -$5K -200 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
– +$45 +2 New
1 2 3
4

QQQX Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2019, worth a combined $148M — up 1.7% from $146M a quarter earlier.

Fund positioning in QQQX was balanced in Q3 2019: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $2.78M. The largest seller was Raymond James & Associates, cutting an estimated $1.22M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $148M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2019, up 1.7% quarter-over-quarter.
  • 8 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2019 and 8 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2019 was Bank of America, an estimated $2.78M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2019 was Raymond James & Associates, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2019.