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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.

20 hedge funds and large institutions have $21.2M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

2% less capital invested

Capital invested by funds: $21.7M → $21.2M (-$505K)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.9M -$698K -70,698 -5%
Invesco
2
Invesco
Georgia
$1.03M +$50K +5,061 +5%
Wells Fargo
3
Wells Fargo
California
$1.01M +$565K +57,205 +124%
SWP
4
Stratos Wealth Partners
Ohio
$893K -$27.4K -2,773 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$800K +$266K +26,928 +49%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$777K +$99.7K +10,093 +15%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$618K +$54.3K +5,500 +10%
BRF
8
B. Riley Financial
California
$612K -$609K -61,672 -50%
LPL Financial
9
LPL Financial
California
$483K +$181K +18,350 +59%
BTS
10
BB&T Securities
Virginia
$413K +$3.5K +354 +0.8%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$310K +$99.7K +10,092 +47%
M&T Bank
12
M&T Bank
New York
$292K +$189K +19,138 +180%
Bank of America
13
Bank of America
North Carolina
$275K +$24.4K +2,469 +10%
WS
14
Wedbush Securities
California
$194K -$19.7K -1,992 -9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$176K +$177K +17,903 New
PAS
16
Park Avenue Securities
New York
$160K +$163K +16,464 New
UBS Group
17
UBS Group
Switzerland
$119K -$59.7K -6,041 -33%
RJA
18
Raymond James & Associates
Florida
$99K -$11.1K -1,124 -10%
SEI Investments
19
SEI Investments
Pennsylvania
$26K +$26.5K +2,682 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$20K
CAN
21
Cetera Advisor Networks
California
-$574K -57,761 Closed
TSS
22
Two Sigma Securities
New York
-$182K -18,366 Closed

JHY Hedge Fund Activity: Q1 2018 in Review

20 of the 4,364 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 2018, worth a combined $21.2M — down 2.3% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHY positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $565K. The largest seller was Morgan Stanley, cutting an estimated $698K.

  • 20 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q1 2018, up from 19 in Q4 2017.
  • Funds reported $21.2M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q1 2018, down 2.3% quarter-over-quarter.
  • 3 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q1 2018 was Wells Fargo, an estimated $565K added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q1 2018 was Morgan Stanley, an estimated $698K sold.

Based on aggregated 13F filings for Q1 2018.