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Nuveen NASDAQ 100 Dynamic Overwrite Fund

107 hedge funds and large institutions have $277M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 107107 (0)

0.72% less ownership

Funds ownership: 23.58%22.86% (-0.72%)

9% less capital invested

Capital invested by funds: $304M → $277M (-$26.2M)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
42
Reduced
19
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
76
Hexagon Capital Partners
Arkansas
$79K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$76K -$22.5K -832 -24%
US Bancorp
78
US Bancorp
Minnesota
$71K -$22.3K -824 -25%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$65K
TJHA
80
Thomas J. Herzfeld Advisors
Florida
$58K +$810 +30 +2%
CBT
81
CoreFirst Bank & Trust
Kansas
$50K
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$39.3K
GWM
83
Geneos Wealth Management
Colorado
$36K
KFI
84
Key Financial Inc
Pennsylvania
$31K
TWA
85
TCI Wealth Advisors
Arizona
$29K
TCWA
86
Ten Capital Wealth Advisors
Washington
$26K
GRP
87
Global Retirement Partners
California
$25K +$29.8K +1,102 New
Deutsche Bank
88
Deutsche Bank
Germany
$23K +$324 +12 +1%
PFS
89
Prospera Financial Services
Texas
$21K +$20.3K +750 New
GTAM
90
Global Trust Asset Management
Florida
$20K -$8.1K -300 -30%
HNB
91
Huntington National Bank
Ohio
$20K
MCC
92
Money Concepts Capital
Florida
$19K +$18K +668 New
T
93
TCWP
Ohio
$18K +$17.7K +656 New
SAM
94
Strategic Asset Management
Minnesota
$17K +$16.2K +600 New
HWMA
95
Heritage Wealth Management (Arizona)
Arizona
$16K +$15.6K +577 New
EIP
96
Ellis Investment Partners
Pennsylvania
$14K
RG
97
Retirement Group
California
$12K +$11.2K +415 New
PGAM
98
Princeton Global Asset Management
New Jersey
$11K
TF
99
TimeScale Financial
Massachusetts
$11K +$162 +6 +2%
SWM
100
Spire Wealth Management
Virginia
$10K

QQQX Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2022, worth a combined $277M — down 8.6% from $304M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QQQX positions and 21 closed out — a net gain of 1 holder — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.24M. The largest seller was Nan Shan Life Insurance, cutting an estimated $14.4M.

  • 107 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $277M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2022, down 8.6% quarter-over-quarter.
  • 22 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2022 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2022 was Raymond James & Associates, an estimated $2.24M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2022 was Nan Shan Life Insurance, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.