Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
88 hedge funds and large institutions have $169M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
14% more capital invested
Capital invested by funds: $148M → $169M (+$20.7M)
0.85% more ownership
Funds ownership: 17.18% → 18.03% (+0.85%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
3% less funds holding
Funds holding: 91 → 88 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$3.18M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$961K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$913K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
-$1.71M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$991K |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$618K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$534K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$327K |
QQQX Hedge Fund Activity: Q4 2019 in Review
88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2019, worth a combined $169M — up 14% from $148M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of QQQX and 12 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 35 added.
The largest buyer was Cohen & Steers, adding an estimated $3.18M. The largest seller was Shulman DeMeo Asset Management, exiting entirely with an estimated $1.71M sold.
- 88 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2019, down from 91 in Q3 2019.
- Funds reported $169M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2019, up 14% quarter-over-quarter.
- 12 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2019 and 13 closed out, a net change of -1 holder.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2019 was Cohen & Steers, an estimated $3.18M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2019 was Shulman DeMeo Asset Management, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2019.