Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
88 hedge funds and large institutions have $160M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
16% more funds holding
Funds holding: 76 → 88 (+12)
0.7% more ownership
Funds ownership: 17.48% → 18.18% (+0.7%)
4% less capital invested
Capital invested by funds: $167M → $160M (-$7.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.18M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$2.73M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.16M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.94M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.96M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.9M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.41M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.16M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.05M |
QQQX Hedge Fund Activity: Q3 2018 in Review
88 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2018, worth a combined $160M — down 4.3% from $167M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new QQQX positions and 5 closed out — a net gain of 12 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $4.18M. The largest seller was Morgan Stanley, cutting an estimated $8.96M.
- 88 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2018, up from 76 in Q2 2018.
- Funds reported $160M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2018, down 4.3% quarter-over-quarter.
- 17 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2018 and 5 closed out, a net change of +12 holders.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2018 was Shaker Financial Services, an estimated $4.18M added.
- The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2018 was Morgan Stanley, an estimated $8.96M sold.
Based on aggregated 13F filings for Q3 2018.