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 $42.3M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less capital invested
Capital invested by funds: $43M → $42.3M (-$699K)
7% less funds holding
Funds holding: 29 → 27 (-2)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.69M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.68M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.6M |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$592K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$531K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$855K |
| 2 |
Morgan Stanley
New York
|
-$543K |
| 3 |
MFG
Magnus Financial Group
New York
|
-$528K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$353K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$324K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
26
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $46K | +$171 | +18 | +0.3% |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $42K | -$22K | -2,310 | -32% |
|
|
CAN
28
Cetera Advisor Networks
El Segundo,
California
| – | -$855K | -87,317 | Closed |
|
|
MFG
29
Magnus Financial Group
New York
| – | -$528K | -54,046 | Closed |
|
|
SFS
30
Shaker Financial Services
Arlington,
Virginia
| – | -$324K | -33,163 | Closed |
|
31
Comerica Bank
Dallas,
Texas
| – | -$292K | -30,000 | Closed |
|
|
WEC
32
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$232K | -23,714 | Closed |
|
|
VCP
33
Verus Capital Partners
Scottsdale,
Arizona
| – | -$17K | -1,717 | Closed |
|
JHY Hedge Fund Activity: Q1 2020 in Review
27 of the 4,539 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 Q1 2020, worth a combined $42.3M — down 1.6% from $43M a quarter earlier.
Fund positioning in JHY was balanced in Q1 2020: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 10 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.69M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $855K sold.
- 27 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q1 2020, down from 29 in Q4 2019.
- Funds reported $42.3M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q1 2020, down 1.6% quarter-over-quarter.
- 6 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q1 2020 and 6 closed out, a net change of 0 holders.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q1 2020 was Integrated Wealth Concepts, an estimated $1.69M added.
- The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q1 2020 was Cetera Advisor Networks, an estimated $855K sold.
Based on aggregated 13F filings for Q1 2020.