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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.

25 hedge funds and large institutions have $23.3M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

25% more funds holding

Funds holding: 2025 (+5)

10% more capital invested

Capital invested by funds: $21.2M → $23.3M (+$2.04M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
7
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
$13.1M -$40.6K -4,134 -0.3%
IWC
2
Integrated Wealth Concepts
Massachusetts
$1.21M +$1.19M +121,628 New
Invesco
3
Invesco
Georgia
$1.05M +$775 +79 +0.1%
SWP
4
Stratos Wealth Partners
Ohio
$847K -$63.2K -6,438 -7%
CAN
5
Cetera Advisor Networks
California
$833K +$813K +82,862 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$824K +$30.7K +3,125 +4%
Wells Fargo
7
Wells Fargo
California
$818K -$211K -21,465 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$707K -$107K -10,933 -13%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$618K
BRF
10
B. Riley Financial
California
$534K -$82K -8,355 -13%
BTS
11
BB&T Securities
Virginia
$469K +$46.6K +4,751 +11%
LPL Financial
12
LPL Financial
California
$456K -$36K -3,670 -7%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$343K +$27K +2,753 +9%
M&T Bank
14
M&T Bank
New York
$298K
Bank of America
15
Bank of America
North Carolina
$256K -$24.1K -2,455 -9%
PAS
16
Park Avenue Securities
New York
$203K +$38.1K +3,886 +24%
WS
17
Wedbush Securities
California
$198K +$108 +11 +0.1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$157K +$154K +15,723 New
UBS Group
19
UBS Group
Switzerland
$155K +$33.7K +3,430 +28%
RJA
20
Raymond James & Associates
Florida
$101K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$20K
IA
22
IFP Advisors
Florida
$20K +$20K +2,037 New
CF
23
Centaurus Financial
California
$3K +$2.94K +300 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$176K -17,903 Closed
SEI Investments
25
SEI Investments
Pennsylvania
-$26K -2,682 Closed

JHY Hedge Fund Activity: Q2 2018 in Review

25 of the 4,369 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 Q2 2018, worth a combined $23.3M — up 9.6% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHY positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.19M. The largest seller was Wells Fargo, cutting an estimated $211K.

  • 25 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q2 2018, up from 20 in Q1 2018.
  • Funds reported $23.3M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q2 2018, up 9.6% quarter-over-quarter.
  • 7 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q2 2018 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q2 2018 was Integrated Wealth Concepts, an estimated $1.19M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q2 2018 was Wells Fargo, an estimated $211K sold.

Based on aggregated 13F filings for Q2 2018.