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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $409M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

9% more funds holding

Funds holding: 127139 (+12)

9% more capital invested

Capital invested by funds: $374M → $409M (+$34.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 31.23%30.94% (-0.3%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$49.8M +$2.65M +102,072 +6%
Morgan Stanley
2
Morgan Stanley
New York
$48.9M +$1.89M +72,563 +4%
CA
3
Cornerstone Advisors
North Carolina
$30.3M -$666K -25,600 -2%
Wells Fargo
4
Wells Fargo
California
$29.2M +$487K +18,714 +2%
Invesco
5
Invesco
Georgia
$23.3M +$2.4M +92,180 +12%
UBS Group
6
UBS Group
Switzerland
$21.1M -$1.12M -43,220 -5%
NSLI
7
Nan Shan Life Insurance
Taiwan
$20.5M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.4M +$449K +17,249 +2%
1CP
9
1607 Capital Partners
Virginia
$17.4M +$4.48M +172,132 +36%
LPL Financial
10
LPL Financial
California
$13.7M +$69.4K +2,668 +0.5%
Bank of America
11
Bank of America
North Carolina
$11.4M +$278K +10,690 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$10.3M +$9.92M +381,461 New
GC
13
Guggenheim Capital
Illinois
$9.5M +$1.05M +40,240 +13%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$7.78M +$2.65M +101,821 +55%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.77M +$505K +19,407 +7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$7.24M -$184K -7,069 -3%
AA
17
AQR Arbitrage
Connecticut
$5.79M +$866K +33,317 +18%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.05M +$275K +10,561 +6%
SFS
19
Shaker Financial Services
Virginia
$4.83M -$2.74M -105,485 -37%
Ameriprise
20
Ameriprise
Minnesota
$4.8M -$122K -4,682 -3%
FHA
21
Flagship Harbor Advisors
Massachusetts
$4.48M -$872K -33,548 -17%
AWA
22
Arete Wealth Advisors
Illinois
$3.28M -$5.7K -219 -0.2%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$3.17M +$90.2K +3,468 +3%
LCM
24
Landscape Capital Management
New Jersey
$3.02M -$3.64M -140,156 -56%
WAM
25
Wolverine Asset Management
Illinois
$2.38M -$3.84M -147,839 -63%

QQQX Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q4 2024, worth a combined $409M — up 9.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QQQX positions and 10 closed out — a net gain of 16 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.48M. The largest seller was International Assets Investment Management, cutting an estimated $9.29M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q4 2024, up from 127 in Q3 2024.
  • Funds reported $409M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 26 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $4.48M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.