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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
PB
76
Pinnacle Bancorp
Nebraska
$32K
US Bancorp
77
US Bancorp
Minnesota
$23K
HNB
78
Huntington National Bank
Ohio
$16K
EIP
79
Ellis Investment Partners
Pennsylvania
$11K +$178 +8 +2%
FANJ
80
Financial Architects (New Jersey)
New Jersey
$11K +$10.2K +457 New
TRCT
81
Tower Research Capital (TRC)
New York
$10K +$9.44K +424 New
RIA
82
RPG Investment Advisory
California
$9K +$8.9K +400 New
SF
83
Synovus Financial
Georgia
$8K
TF
84
TimeScale Financial
Massachusetts
$8K
BWA
85
BDO Wealth Advisors
Florida
$7K -$2.23K -100 -25%
DOA
86
D'Orazio & Associates
Virginia
$7K +$134 +6 +2%
PIMG
87
Patriot Investment Management Group
Tennessee
$6.53K +$6.32K +284 New
RCA
88
Ranch Capital Advisors
Florida
$6K +$5.57K +250 New
CAC
89
Certified Advisory Corp
Florida
$5K
VFA
90
Valeo Financial Advisors
Indiana
$4K
CFB
91
Cullen/Frost Bankers
Texas
$4K +$3.9K +175 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.23K +100 New
1CP
93
1607 Capital Partners
Virginia
-$1.25M -65,807 Closed
PAS
94
Partnervest Advisory Services
California
-$960K -50,500 Closed
WAM
95
Wolverine Asset Management
Illinois
-$729K -38,376 Closed
OFG
96
OTA Financial Group
New York
-$720K -37,931 Closed
KIM
97
Karpus Investment Management
New York
-$550K -28,928 Closed
NFG
98
Next Financial Group
Texas
-$81K -4,241 Closed
AIC
99
Ameritas Investment Company
Nebraska
-$79K -4,165 Closed
CS
100
Capital Square
Tennessee
-$55K -2,883 Closed

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.