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Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX

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: 92 → 91 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
+$5.54M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.44M
3
UBS Group
UBS Group
Switzerland
+$1.19M
4
AAM
Advisors Asset Management
Colorado
+$826K
5
PCM
Pennsylvania Capital Management
Pennsylvania
+$812K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$3.35M
2
Cohen & Steers
Cohen & Steers
New York
-$2.42M
3
Morgan Stanley
Morgan Stanley
New York
-$1.72M
4
Invesco
Invesco
Georgia
-$1.46M
5
1CP
1607 Capital Partners
Virginia
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
101
Vigilant Capital Management
Maine
– -$40K -2,113 Closed
PA
102
Parallel Advisors
California
– -$37K -1,967 Closed
HPC
103
HM Payson & Co
Maine
– -$29K -1,500 Closed
KFI
104
Key Financial Inc
Pennsylvania
– -$21K -1,104 Closed
ASN
105
Advisory Services Network
Georgia
– -$5K -272 Closed
GSWM
106
Golden State Wealth Management
California
– -$4K -210 Closed
RFM
107
Royal Fund Management
Florida
– -$2K -130 Closed
GI
108
Gradient Investments
Minnesota
– -$2K -100 Closed
1 2 3 4
5

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.