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Nuveen NASDAQ 100 Dynamic Overwrite Fund

122 hedge funds and large institutions have $321M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 119122 (+3)

1% more capital invested

Capital invested by funds: $318M → $321M (+$3.06M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

2.14% less ownership

Funds ownership: 29.21%27.08% (-2.1%)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$56K
GRP
102
Global Retirement Partners
California
$55.3K
SS
103
Sunbelt Securities
Texas
$44.3K
CBT
104
CoreFirst Bank & Trust
Kansas
$42.3K
CA
105
CoreCap Advisors
Michigan
$41.3K +$40.1K +1,709 New
PTC
106
Private Trust Company
Ohio
$36.2K
MG
107
Mather Group
Illinois
$29.2K +$29.6K +1,262 New
KFI
108
Key Financial Inc
Pennsylvania
$26.7K
CA
109
Clearstead Advisors
Ohio
$23.6K +$23.5K +1,000 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$20K +$117 +5 +0.6%
HNB
111
Huntington National Bank
Ohio
$16.9K
RAM
112
Ramirez Asset Management
New York
$12.1K
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$12K +$11.7K +500 New
SL
114
Salomon & Ludwin
Virginia
$11.9K
FSWA
115
Financial Synergies Wealth Advisors
Texas
$11.1K
RG
116
Retirement Group
California
$10.3K
PS
117
Principal Securities
Iowa
$9.17K
HCM
118
Hollencrest Capital Management
California
$8.6K +$141 +6 +2%
SWM
119
Spire Wealth Management
Virginia
$8.5K
HI
120
Harbour Investments
Wisconsin
$2.41K
FMP
121
Financial Management Professionals
Texas
$2K
FIA
122
FNY Investment Advisers
New York
$91 +$89.2K +3,800 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$24 -$23 -1 -50%
EH
124
Equitable Holdings
New York
-$1.82M -78,720 Closed
EC
125
Elequin Capital
New York
-$779K -33,635 Closed

QQQX Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2024, worth a combined $321M — up 0.96% from $318M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 15 closed out — a net gain of 5 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $48M.

  • 122 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $321M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2024, up 0.96% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $9.04M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2024 was Morgan Stanley, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2024.