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Nuveen NASDAQ 100 Dynamic Overwrite Fund

93 hedge funds and large institutions have $198M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $174M → $198M (+$23.5M)

2% more funds holding

Funds holding: 9193 (+2)

1.44% more ownership

Funds ownership: 19.1%20.54% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RE
76
RBC Europe
United Kingdom
$44.9K
TJHA
77
Thomas J. Herzfeld Advisors
Florida
$42K +$743 +30 +2%
PB
78
Pinnacle Bancorp
Nebraska
$34K
FCH
79
Freestone Capital Holdings
Washington
$30.4K +$30.9K +1,250 New
US Bancorp
80
US Bancorp
Minnesota
$24K
NFSG
81
Newbridge Financial Services Group
Florida
$24K +$24.8K +1,000 New
ASN
82
Advisory Services Network
Georgia
$19K +$19.1K +772 New
HNB
83
Huntington National Bank
Ohio
$17K
FFA
84
Founders Financial Alliance
North Carolina
$15K +$15.3K +618 New
EIP
85
Ellis Investment Partners
Pennsylvania
$11K
PFS
86
Prospera Financial Services
Texas
$11K +$11.1K +450 New
TF
87
TimeScale Financial
Massachusetts
$9K
DOA
88
D'Orazio & Associates
Virginia
$8K +$149 +6 +2%
RIA
89
RPG Investment Advisory
California
$7K -$2.48K -100 -25%
BWA
90
BDO Wealth Advisors
Florida
$7K
Barclays
91
Barclays
United Kingdom
$6K +$6.21K +251 New
VFA
92
Valeo Financial Advisors
Indiana
$5K
RCA
93
Ranch Capital Advisors
Florida
$4K -$1.24K -50 -20%
SXL
94
Summit X LLC
Missouri
$316 -$649K -26,195 -91%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
-$1.15M -47,420 Closed
PCM
96
Pennsylvania Capital Management
Pennsylvania
-$839K -36,467 Closed
FAM
97
Formidable Asset Management
Ohio
-$535K -21,757 Closed
Jane Street
98
Jane Street
New York
-$202K -8,799 Closed
VCM
99
Vivaldi Capital Management
Illinois
-$204K -8,103 Closed
FANJ
100
Financial Architects (New Jersey)
New Jersey
-$11K -457 Closed

QQQX Hedge Fund Activity: Q3 2020 in Review

93 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2020, worth a combined $198M — up 13% from $174M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QQQX positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.82M. The largest seller was Royal Bank of Canada, cutting an estimated $1.43M.

  • 93 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2020, up from 91 in Q2 2020.
  • Funds reported $198M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2020, up 13% quarter-over-quarter.
  • 13 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2020 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2020 was Wells Fargo, an estimated $8.82M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2020 was Royal Bank of Canada, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2020.