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Nuveen NASDAQ 100 Dynamic Overwrite Fund

122 hedge funds and large institutions have $321M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 119122 (+3)

1% more capital invested

Capital invested by funds: $318M → $321M (+$3.06M)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

2.14% less ownership

Funds ownership: 29.21%27.08% (-2.1%)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.1M -$48M -2,043,544 -55%
CA
2
Cornerstone Advisors
North Carolina
$27.6M +$9.04M +384,743 +51%
Wells Fargo
3
Wells Fargo
California
$25.1M +$2.47M +105,245 +11%
NSLI
4
Nan Shan Life Insurance
Taiwan
$22.3M
UBS Group
5
UBS Group
Switzerland
$20.5M +$217K +9,223 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.1M -$789K -33,579 -4%
Invesco
7
Invesco
Georgia
$15M +$2.06M +87,926 +17%
Bank of America
8
Bank of America
North Carolina
$13.9M +$2.51M +106,856 +23%
KIM
9
Karpus Investment Management
New York
$13.5M +$7.64M +325,323 +139%
LPL Financial
10
LPL Financial
California
$9.72M -$84.9K -3,613 -0.9%
1CP
11
1607 Capital Partners
Virginia
$9.3M +$6.25M +266,246 +224%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.2M -$148K -6,318 -2%
GC
13
Guggenheim Capital
Illinois
$7.68M -$413K -17,569 -5%
LCM
14
Landscape Capital Management
New Jersey
$6.47M +$1.26M +53,767 +25%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.24M +$387K +16,467 +7%
SFS
16
Shaker Financial Services
Virginia
$5.64M +$2.56M +109,094 +90%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.44M -$59.8K -2,547 -1%
Ameriprise
18
Ameriprise
Minnesota
$5.28M -$108K -4,616 -2%
FHA
19
Flagship Harbor Advisors
Massachusetts
$4.68M +$78.3K +3,333 +2%
WAM
20
Wolverine Asset Management
Illinois
$4.67M +$881K +37,529 +24%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.7M +$3.6M +153,179 New
RJA
22
Raymond James & Associates
Florida
$3.12M +$179K +7,607 +6%
AWM
23
Axxcess Wealth Management
California
$3M -$25.7K -1,093 -0.9%
AWA
24
Arete Wealth Advisors
Illinois
$2.83M +$10.8K +458 +0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.12M -$116K -4,954 -5%

QQQX Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2024, worth a combined $321M — up 0.96% from $318M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QQQX positions and 15 closed out — a net gain of 5 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $48M.

  • 122 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $321M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2024, up 0.96% quarter-over-quarter.
  • 20 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2024 and 15 closed out, a net change of +5 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $9.04M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2024 was Morgan Stanley, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2024.