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 $39.1M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 9 closing their positions.
16% more capital invested
Capital invested by funds: $33.8M → $39.1M (+$5.34M)
17% less funds holding
Funds holding: 30 → 25 (-5)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.57M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$376K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$362K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$314K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$281K |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$148K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$109K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$99K |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$109K | -11,027 | Closed |
|
|
27
Ameriprise
Minneapolis,
Minnesota
| – | -$99K | -10,000 | Closed |
|
|
GSWM
28
Golden State Wealth Management
Santa Ana,
California
| – | -$75K | -7,700 | Closed |
|
|
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| – | -$73K | -7,500 | Closed |
|
|
FIA
30
FNY Investment Advisers
New York
| – | -$70K | -7,103 | Closed |
|
|
CBT
31
Capital Bank & Trust
Irvine,
California
| – | -$44K | -4,500 | Closed |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$20K | -2,000 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$15K | -1,500 | Closed |
|
|
RFA
34
Reilly Financial Advisors
La Mesa,
California
| – | -$12K | -1,174 | Closed |
|
JHY Hedge Fund Activity: Q3 2019 in Review
25 of the 4,561 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 2019, worth a combined $39.1M — up 16% from $33.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JHY and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.57M. The largest seller was Morgan Stanley, cutting an estimated $281K.
- 25 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q3 2019, down from 30 in Q2 2019.
- Funds reported $39.1M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q3 2019, up 16% quarter-over-quarter.
- 4 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q3 2019 and 9 closed out, a net change of -5 holders.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q3 2019 was Integrated Wealth Concepts, an estimated $3.57M added.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q3 2019 was Morgan Stanley, an estimated $281K sold.
Based on aggregated 13F filings for Q3 2019.