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Nuveen NASDAQ 100 Dynamic Overwrite Fund

91 hedge funds and large institutions have $174M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

21% more capital invested

Capital invested by funds: $144M → $174M (+$30.2M)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.03% less ownership

Funds ownership: 19.13%19.1% (-0.03%)

1% less funds holding

Funds holding: 9291 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
34
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M -$1.72M -77,052 -5%
UBS Group
2
UBS Group
Switzerland
$18.2M +$1.19M +53,358 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.1M +$721K +32,385 +5%
Wells Fargo
4
Wells Fargo
California
$13.6M +$173K +7,793 +1%
Invesco
5
Invesco
Georgia
$10.9M -$1.46M -65,489 -12%
Bank of America
6
Bank of America
North Carolina
$8.21M +$4.34K +195 +0.1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.68M +$462K +20,742 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.48M +$307K +13,786 +5%
NSLI
9
Nan Shan Life Insurance
Taiwan
$5.89M +$5.54M +249,083 New
RJA
10
Raymond James & Associates
Florida
$5.46M -$380K -17,083 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.83M +$133K +5,983 +3%
AAM
12
Advisors Asset Management
Colorado
$3.52M +$826K +37,093 +32%
LPL Financial
13
LPL Financial
California
$3.18M +$14.4K +645 +0.5%
Cohen & Steers
14
Cohen & Steers
New York
$3.15M -$2.42M -108,549 -44%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.15M +$49.1K +2,207 +2%
MA
16
MONECO Advisors
Connecticut
$2.02M +$152K +6,846 +8%
Ameriprise
17
Ameriprise
Minnesota
$1.71M -$108K -4,860 -6%
Deutsche Bank
18
Deutsche Bank
Germany
$1.49M +$1.44M +64,684 New
ACP
19
Aviance Capital Partners
Florida
$1.41M -$27.1K -1,219 -2%
AFP
20
Ausdal Financial Partners
Iowa
$1.41M +$58.2K +2,615 +4%
DADC
21
D.A. Davidson & Co
Montana
$1.24M +$115K +5,179 +11%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.15M +$250K +11,218 +31%
OC
23
Oppenheimer & Co
New York
$1.1M +$3.81K +171 +0.4%
CAN
24
Cetera Advisor Networks
California
$1.08M +$300K +13,486 +40%
BAM
25
Belpointe Asset Management
Nevada
$958K -$22.3K -1,000 -2%

QQQX Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2020, worth a combined $174M — up 21% from $144M a quarter earlier.

Fund positioning in QQQX was balanced in Q2 2020: 17 funds opened new positions, 17 closed out, 34 added to existing stakes and 24 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $5.54M. The largest seller was Shaker Financial Services, cutting an estimated $3.35M.

  • 91 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2020, down from 92 in Q1 2020.
  • Funds reported $174M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2020, up 21% quarter-over-quarter.
  • 17 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2020 and 17 closed out, a net change of 0 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2020 was Nan Shan Life Insurance, an estimated $5.54M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2020 was Shaker Financial Services, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2020.