Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
25 hedge funds and large institutions have $48M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
10% more capital invested
Capital invested by funds: $43.5M → $48M (+$4.55M)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4% less funds holding
Funds holding: 26 → 25 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.39M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$621K |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$557K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$367K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$378K |
| 2 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$97.4K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$47.8K |
| 4 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
|
-$38.3K |
| 5 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$11K |
QQQX Hedge Fund Activity: Q3 2014 in Review
25 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2014, worth a combined $48M — up 10% from $43.5M a quarter earlier.
Fund positioning in QQQX was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 16 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.39M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $378K sold.
- 25 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2014, down from 26 in Q2 2014.
- Funds reported $48M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2014, up 10% quarter-over-quarter.
- 2 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2014 and 2 closed out, a net change of 0 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2014 was Morgan Stanley, an estimated $1.39M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2014 was Advisors Asset Management, an estimated $378K sold.
Based on aggregated 13F filings for Q3 2014.