Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest
JHY
JHY was delisted on the 26th of October, 2020.
27 hedge funds and large institutions have $24.9M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 25 → 27 (+2)
7% more capital invested
Capital invested by funds: $23.3M → $24.9M (+$1.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.03M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$207K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$154K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$100K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$90.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$534K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$311K |
| 3 |
Morgan Stanley
New York
|
-$68.9K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$51.9K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$25.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $8K | +$8.53K | +865 | New |
|
|
BRF
27
B. Riley Financial
Los Angeles,
California
| – | -$534K | -54,008 | Closed |
|
|
CF
28
Centaurus Financial
Anaheim,
California
| – | -$3K | -300 | Closed |
|
|
FIA
29
FNY Investment Advisers
New York
| – | +$444 | +45 | +100% |
|
JHY Hedge Fund Activity: Q3 2018 in Review
27 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) for Q3 2018, worth a combined $24.9M — up 6.9% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JHY positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $2.03M. The largest seller was B. Riley Financial, exiting entirely with an estimated $534K sold.
- 27 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $24.9M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q3 2018, up 6.9% quarter-over-quarter.
- 5 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q3 2018 and 3 closed out, a net change of +2 holders.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q3 2018 was Integrated Wealth Concepts, an estimated $2.03M added.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q3 2018 was B. Riley Financial, an estimated $534K sold.
Based on aggregated 13F filings for Q3 2018.