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Nuveen NASDAQ 100 Dynamic Overwrite Fund

107 hedge funds and large institutions have $304M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

132% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $272M → $304M (+$31.9M)

7% more funds holding

Funds holding: 100107 (+7)

0.81% more ownership

Funds ownership: 22.77%23.58% (+0.81%)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
44
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$102K -$12.5K -421 -11%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$97K +$4.46K +150 +5%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$86K
HCP
79
Hexagon Capital Partners
Arkansas
$85K
BFEC
80
Benjamin F. Edwards & Company
Missouri
$71K
MTWM
81
Masso Torrence Wealth Management
New Jersey
$67K +$65.2K +2,194 New
TJHA
82
Thomas J. Herzfeld Advisors
Florida
$61K +$922 +31 +2%
CBT
83
CoreFirst Bank & Trust
Kansas
$54K
CA
84
CoreCap Advisors
Michigan
$52K +$50.5K +1,700 New
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$42.3K
GWM
86
Geneos Wealth Management
Colorado
$39K -$15.6K -526 -29%
CWS
87
Confluence Wealth Services
Pennsylvania
$36K +$35.7K +1,200 New
KFI
88
Key Financial Inc
Pennsylvania
$34K
TWA
89
TCI Wealth Advisors
Arizona
$31K
GTAM
90
Global Trust Asset Management
Florida
$31K +$30K +1,009 New
TCWA
91
Ten Capital Wealth Advisors
Washington
$28K
Deutsche Bank
92
Deutsche Bank
Germany
$25K +$357 +12 +2%
HNB
93
Huntington National Bank
Ohio
$22K
Citigroup
94
Citigroup
New York
$17K -$52.7K -1,774 -77%
EIP
95
Ellis Investment Partners
Pennsylvania
$16K +$476 +16 +3%
AWM
96
Accel Wealth Management
Iowa
$14K
SFM
97
Signet Financial Management
New Jersey
$14K +$13.4K +450 New
PGAM
98
Princeton Global Asset Management
New Jersey
$12K
TF
99
TimeScale Financial
Massachusetts
$12K +$178 +6 +2%
SWM
100
Spire Wealth Management
Virginia
$11K

QQQX Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2021, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 7 closed out — a net gain of 13 holders — while 44 added to existing stakes and 19 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.29M. The largest seller was Raymond James & Associates, cutting an estimated $391K.

  • 107 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $304M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2021 and 7 closed out, a net change of +13 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $2.29M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2021 was Raymond James & Associates, an estimated $391K sold.

Based on aggregated 13F filings for Q4 2021.