Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest
JHY
JHY was delisted on the 26th of October, 2020.
25 hedge funds and large institutions have $27.5M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $24.9M → $27.5M (+$2.62M)
7% less funds holding
Funds holding: 27 → 25 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.95M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$244K |
| 3 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$213K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$185K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.07M |
| 2 |
Morgan Stanley
New York
|
-$512K |
| 3 |
PAS
Park Avenue Securities
New York
|
-$224K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$203K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$76.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Invesco
Atlanta,
Georgia
| – | -$1.07M | -110,809 | Closed |
|
|
PAS
27
Park Avenue Securities
New York
| – | -$224K | -23,075 | Closed |
|
|
28
Envestnet Asset Management
Chicago,
Illinois
| – | -$203K | -20,968 | Closed |
|
|
TFS
29
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$16K | -1,700 | Closed |
|
30
Citigroup
New York
| – | -$8K | -865 | Closed |
|
JHY Hedge Fund Activity: Q4 2018 in Review
25 of the 4,489 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 Q4 2018, worth a combined $27.5M — up 11% from $24.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JHY and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $2.95M. The largest seller was Invesco, exiting entirely with an estimated $1.07M sold.
- 25 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q4 2018, down from 27 in Q3 2018.
- Funds reported $27.5M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q4 2018, up 11% quarter-over-quarter.
- 4 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q4 2018 and 6 closed out, a net change of -2 holders.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q4 2018 was Integrated Wealth Concepts, an estimated $2.95M added.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q4 2018 was Invesco, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2018.