Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest
JHY
JHY was delisted on the 26th of October, 2020.
30 hedge funds and large institutions have $33.8M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
7% more funds holding
Funds holding: 28 → 30 (+2)
3% more capital invested
Capital invested by funds: $32.7M → $33.8M (+$1.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.68M |
| 2 |
Morgan Stanley
New York
|
+$490K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$378K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$99.4K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$74.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$231K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$139K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$135K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$121K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$77.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBT
26
Capital Bank & Trust
Irvine,
California
| $44K | +$44.7K | +4,500 | New |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $20K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | +$14.9K | +1,500 | New |
|
|
RFA
29
Reilly Financial Advisors
La Mesa,
California
| $12K | +$11.7K | +1,174 | New |
|
|
BRWM
30
B. Riley Wealth Management
Memphis,
Tennessee
| $532 | -$77.9K | -7,830 | -13% |
|
|
WS
31
Wedbush Securities
Los Angeles,
California
| – | -$139K | -14,000 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$135K | -13,594 | Closed |
|
|
AG
33
Advisor Group
Phoenix,
Arizona
| – | -$13K | -1,306 | Closed |
|
JHY Hedge Fund Activity: Q2 2019 in Review
30 of the 4,605 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 Q2 2019, worth a combined $33.8M — up 3.3% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JHY positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.68M. The largest seller was LPL Financial, cutting an estimated $231K.
- 30 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q2 2019, up from 28 in Q1 2019.
- Funds reported $33.8M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q2 2019, up 3.3% quarter-over-quarter.
- 5 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q2 2019 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 Q2 2019 was Integrated Wealth Concepts, an estimated $1.68M added.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q2 2019 was LPL Financial, an estimated $231K sold.
Based on aggregated 13F filings for Q2 2019.