Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
69 hedge funds and large institutions have $146M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $126M → $146M (+$19.6M)
15% more funds holding
Funds holding: 60 → 69 (+9)
0.88% more ownership
Funds ownership: 15.57% → 16.45% (+0.88%)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.33M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.81M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.47M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.74M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.43M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.26M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$849K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$526K |
QQQX Hedge Fund Activity: Q4 2017 in Review
69 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2017, worth a combined $146M — up 16% from $126M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new QQQX positions and 6 closed out — a net gain of 9 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.33M. The largest seller was Advisors Asset Management, cutting an estimated $3.74M.
- 69 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2017, up from 60 in Q3 2017.
- Funds reported $146M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2017, up 16% quarter-over-quarter.
- 15 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2017 and 6 closed out, a net change of +9 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2017 was Morgan Stanley, an estimated $4.33M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2017 was Advisors Asset Management, an estimated $3.74M sold.
Based on aggregated 13F filings for Q4 2017.