Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
56 hedge funds and large institutions have $128M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
11% more capital invested
Capital invested by funds: $115M → $128M (+$13.1M)
8% more funds holding
Funds holding: 52 → 56 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$21.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.67M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$3.33M |
| 4 |
Morgan Stanley
New York
|
+$1.81M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.55M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.34M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.81M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.19M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.18M |
QQQX Hedge Fund Activity: Q1 2015 in Review
56 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2015, worth a combined $128M — up 11% from $115M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new QQQX positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $21.5M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.55M sold.
- 56 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2015, up from 52 in Q4 2014.
- Funds reported $128M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2015, up 11% quarter-over-quarter.
- 10 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2015 and 6 closed out, a net change of +4 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2015 was Karpus Investment Management, an estimated $21.5M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2015 was Sit Investment Associates, an estimated $3.55M sold.
Based on aggregated 13F filings for Q1 2015.