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JHY

Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest

Delisted

JHY was delisted on the 26th of October, 2020.

17 hedge funds and large institutions have $18.8M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

14% more capital invested

Capital invested by funds: $16.5M → $18.8M (+$2.37M)

11% less funds holding

Funds holding: 1917 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.5M +$2.07M +203,156 +20%
LPL Financial
2
LPL Financial
California
$1.22M +$182K +17,786 +17%
RJA
3
Raymond James & Associates
Florida
$874K +$77.7K +7,615 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$871K -$92.4K -9,056 -10%
SWP
5
Stratos Wealth Partners
Ohio
$817K +$326K +31,967 +66%
Invesco
6
Invesco
Georgia
$724K +$24.3K +2,379 +3%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$448K +$202K +19,800 +81%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$408K +$93.5K +9,159 +29%
WS
9
Wedbush Securities
California
$221K +$7.66K +750 +4%
BTS
10
BB&T Securities
Virginia
$166K +$10.8K +1,060 +7%
Wells Fargo
11
Wells Fargo
California
$133K
Bank of America
12
Bank of America
North Carolina
$111K +$26.3K +2,580 +31%
IAA
13
Independent Advisor Alliance
North Carolina
$111K +$112K +11,000 New
M&T Bank
14
M&T Bank
New York
$108K +$109K +10,652 New
DADC
15
D.A. Davidson & Co
Montana
$64K
UBS Group
16
UBS Group
Switzerland
$63K -$7.52K -737 -11%
GI
17
Gradient Investments
Minnesota
$4K
LCM
18
Laurion Capital Management
New York
-$219K -21,486 Closed
Comerica Bank
19
Comerica Bank
Texas
-$204K -20,000 Closed
VKH
20
Virtu KCG Holdings
New York
-$118K -11,584 Closed
BRWA
21
B. Riley Wealth Advisors
Florida
-$103K -10,047 Closed

JHY Hedge Fund Activity: Q1 2017 in Review

17 of the 4,018 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 2017, worth a combined $18.8M — up 14% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHY and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $2.07M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $219K sold.

  • 17 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q1 2017, down from 19 in Q4 2016.
  • Funds reported $18.8M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q1 2017, up 14% quarter-over-quarter.
  • 2 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q1 2017 and 4 closed out, a net change of -2 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q1 2017 was Morgan Stanley, an estimated $2.07M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q1 2017 was Laurion Capital Management, an estimated $219K sold.

Based on aggregated 13F filings for Q1 2017.