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Nuveen NASDAQ 100 Dynamic Overwrite Fund

127 hedge funds and large institutions have $374M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $353M → $374M (+$21.3M)

5% more funds holding

Funds holding: 121127 (+6)

2.45% more ownership

Funds ownership: 28.79%31.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
40
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$43.7M +$16.3M +659,714 +61%
Morgan Stanley
2
Morgan Stanley
New York
$43.6M +$116K +4,692 +0.3%
CA
3
Cornerstone Advisors
North Carolina
$28.8M
Wells Fargo
4
Wells Fargo
California
$26.6M +$348K +14,127 +1%
UBS Group
5
UBS Group
Switzerland
$20.7M -$401K -16,272 -2%
Invesco
6
Invesco
Georgia
$19.3M +$1.71M +69,418 +10%
NSLI
7
Nan Shan Life Insurance
Taiwan
$19.1M -$2.19M -88,923 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.6M -$601K -24,370 -3%
LPL Financial
9
LPL Financial
California
$12.6M +$452K +18,342 +4%
1CP
10
1607 Capital Partners
Virginia
$11.9M -$638K -25,871 -5%
Bank of America
11
Bank of America
North Carolina
$10.3M -$1.16M -47,086 -10%
GC
12
Guggenheim Capital
Illinois
$7.81M -$549K -22,287 -7%
SFS
13
Shaker Financial Services
Virginia
$7.24M +$1.23M +49,996 +21%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.9M -$466K -18,917 -6%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.72M +$473K +19,185 +8%
LCM
16
Landscape Capital Management
New Jersey
$6.33M -$31.4K -1,276 -0.5%
WAM
17
Wolverine Asset Management
Illinois
$5.92M +$924K +37,507 +19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.67M -$60.9K -2,470 -1%
FHA
19
Flagship Harbor Advisors
Massachusetts
$5.01M -$27.4K -1,113 -0.6%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$4.67M +$4.58M +185,860 New
Ameriprise
21
Ameriprise
Minnesota
$4.58M +$148K +6,008 +3%
AA
22
AQR Arbitrage
Connecticut
$4.51M +$1.67M +67,632 +60%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.42M -$225K -9,124 -5%
RJA
24
Raymond James & Associates
Florida
$3.6M +$421K +17,065 +14%
LSC
25
Logan Stone Capital
Illinois
$3.14M -$196K -7,958 -6%

QQQX Hedge Fund Activity: Q3 2024 in Review

127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2024, worth a combined $374M — up 6% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 7 closed out — a net gain of 7 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.3M. The largest seller was Nan Shan Life Insurance, cutting an estimated $2.19M.

  • 127 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $374M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2024, up 6% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $16.3M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2024 was Nan Shan Life Insurance, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.