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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $409M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

9% more funds holding

Funds holding: 127139 (+12)

9% more capital invested

Capital invested by funds: $374M → $409M (+$34.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 31.23%30.94% (-0.3%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$146K
MSG
102
Main Street Group
Virginia
$117K
CJ
103
Caitlin John
Michigan
$109K +$2.11K +81 +2%
SPIA
104
Steward Partners Investment Advisory
New York
$90.9K
HCP
105
Hexagon Capital Partners
Arkansas
$74.8K
TWC
106
TD Waterhouse Canada
Ontario, Canada
$72.2K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$67.7K -$7.05K -271 -10%
GRP
108
Global Retirement Partners
California
$61.9K
SS
109
Sunbelt Securities
Texas
$49.8K
CA
110
CoreCap Advisors
Michigan
$46K -$234 -9 -0.5%
OP
111
ORG Partners
Indiana
$45.7K
PTC
112
Private Trust Company
Ohio
$40.6K
CBT
113
CoreFirst Bank & Trust
Kansas
$35.6K
MG
114
Mather Group
Illinois
$34.1K
KFI
115
Key Financial Inc
Pennsylvania
$29.9K
CA
116
Clearstead Advisors
Ohio
$27.1K
HNB
117
Huntington National Bank
Ohio
$19K
CAS
118
Coppell Advisory Solutions
Texas
$17K
SFGP
119
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.2K +$13.7K +525 New
RAM
120
Ramirez Asset Management
New York
$13.5K
SL
121
Salomon & Ludwin
Virginia
$13.3K
HCM
122
Hollencrest Capital Management
California
$10.3K +$364 +14 +4%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$10.1K +$9.75K +375 New
NWMP
124
Noble Wealth Management PBC
Colorado
$10.1K +$9.75K +375 New
SWM
125
Spire Wealth Management
Virginia
$9.52K

QQQX Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2024, worth a combined $409M — up 9.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QQQX positions and 10 closed out — a net gain of 16 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.48M. The largest seller was International Assets Investment Management, cutting an estimated $9.29M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $409M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 26 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $4.48M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.