Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest
JHY
JHY was delisted on the 26th of October, 2020.
29 hedge funds and large institutions have $43M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
16% more funds holding
Funds holding: 25 → 29 (+4)
10% more capital invested
Capital invested by funds: $39.1M → $43M (+$3.83M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.92M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$886K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$329K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$113K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$807K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$312K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$118K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$74.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$44.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $69K | +$70.9K | +7,155 | New |
|
|
WAP
27
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $51K | +$486 | +49 | +0.9% |
|
|
VCP
28
Verus Capital Partners
Scottsdale,
Arizona
| $17K | +$17K | +1,717 | New |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $1K | +$991 | +100 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$312K | -31,423 | Closed |
|
JHY Hedge Fund Activity: Q4 2019 in Review
29 of the 5,076 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 2019, worth a combined $43M — up 9.8% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JHY positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.92M. The largest seller was Morgan Stanley, cutting an estimated $807K.
- 29 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q4 2019, up from 25 in Q3 2019.
- Funds reported $43M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q4 2019, up 9.8% quarter-over-quarter.
- 6 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q4 2019 and 1 closed out, a net change of +5 holders.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $3.92M added.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q4 2019 was Morgan Stanley, an estimated $807K sold.
Based on aggregated 13F filings for Q4 2019.