We are live on ! Find out more
QQQX icon

Nuveen NASDAQ 100 Dynamic Overwrite Fund

114 hedge funds and large institutions have $224M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

23% more funds holding

Funds holding: 93114 (+21)

13% more capital invested

Capital invested by funds: $198M → $224M (+$26.5M)

1.26% more ownership

Funds ownership: 20.54%21.8% (+1.3%)

Holders
114
Holders Change
+21
Holders Change %
+22.58%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$147K
CAL
77
Capital Analysts LLC
Pennsylvania
$141K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$134K +$2.45K +99 +2%
NFG
79
Next Financial Group
Texas
$113K
AWA
80
Arkadios Wealth Advisors
Georgia
$100K +$95.5K +3,861 New
AF
81
Allworth Financial
California
$97K
EP
82
Eudaimonia Partners
Tennessee
$86K -$20K -810 -20%
PWM
83
Perigon Wealth Management
California
$78K +$74.2K +3,000 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$73K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$72K
GWM
86
Geneos Wealth Management
Colorado
$70K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$64K +$11.1K +450 +23%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$60K -$20.8K -842 -27%
TJHA
89
Thomas J. Herzfeld Advisors
Florida
$49K +$742 +30 +2%
RE
90
RBC Europe
United Kingdom
$48K
CBT
91
CoreFirst Bank & Trust
Kansas
$46K +$43.4K +1,754 New
RCA
92
Ranch Capital Advisors
Florida
$40K +$33.1K +1,339 +670%
PB
93
Pinnacle Bancorp
Nebraska
$37K
FFG
94
Fortem Financial Group
California
$34K +$32.5K +1,312 New
FCH
95
Freestone Capital Holdings
Washington
$32.5K
KFI
96
Key Financial Inc
Pennsylvania
$29K +$27.3K +1,104 New
NFSG
97
Newbridge Financial Services Group
Florida
$26K
US Bancorp
98
US Bancorp
Minnesota
$26K
WWM
99
Wolff Wiese Magana
California
$23K +$22.3K +900 New
ASN
100
Advisory Services Network
Georgia
$21K +$495 +20 +3%

QQQX Hedge Fund Activity: Q4 2020 in Review

114 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2020, worth a combined $224M — up 13% from $198M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QQQX positions and 10 closed out — a net gain of 22 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Nan Shan Life Insurance, adding an estimated $5.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.84M.

  • 114 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2020, up from 93 in Q3 2020.
  • Funds reported $224M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 32 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2020 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2020 was Nan Shan Life Insurance, an estimated $5.06M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2020.