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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.

27 hedge funds and large institutions have $24.9M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2527 (+2)

7% more capital invested

Capital invested by funds: $23.3M → $24.9M (+$1.59M)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.6M -$68.9K -6,984 -0.5%
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.18M +$2.03M +205,877 +169%
Invesco
3
Invesco
Georgia
$1.07M +$54K +5,472 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$885K +$90.5K +9,173 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$834K +$154K +15,589 +22%
CAN
6
Cetera Advisor Networks
California
$824K +$25.5K +2,584 +3%
SWP
7
Stratos Wealth Partners
Ohio
$793K -$25.4K -2,578 -3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$605K -$3.45K -350 -0.6%
BRWM
9
B. Riley Wealth Management
Tennessee
$591K +$602K +61,076 New
BTS
10
BB&T Securities
Virginia
$488K +$35.4K +3,594 +8%
Wells Fargo
11
Wells Fargo
California
$485K -$311K -31,505 -39%
LPL Financial
12
LPL Financial
California
$442K +$1.48K +150 +0.3%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$340K +$5.92K +600 +2%
M&T Bank
14
M&T Bank
New York
$288K
Bank of America
15
Bank of America
North Carolina
$265K +$17.8K +1,808 +7%
PAS
16
Park Avenue Securities
New York
$224K +$26.9K +2,725 +13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$203K +$207K +20,968 New
UBS Group
18
UBS Group
Switzerland
$161K +$11.5K +1,165 +8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$153K
WS
20
Wedbush Securities
California
$141K -$51.9K -5,262 -27%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$98K +$100K +10,158 New
RJA
22
Raymond James & Associates
Florida
$97K
IA
23
IFP Advisors
Florida
$20K +$256 +26 +1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$19K
TFS
25
TrustCore Financial Services
Tennessee
$16K +$16.8K +1,700 New

JHY Hedge Fund Activity: Q3 2018 in Review

27 of the 4,375 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 Q3 2018, worth a combined $24.9M — up 6.9% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHY positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $2.03M. The largest seller was B. Riley Financial, exiting entirely with an estimated $534K sold.

  • 27 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q3 2018, up from 25 in Q2 2018.
  • Funds reported $24.9M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q3 2018, up 6.9% quarter-over-quarter.
  • 5 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q3 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q3 2018 was Integrated Wealth Concepts, an estimated $2.03M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q3 2018 was B. Riley Financial, an estimated $534K sold.

Based on aggregated 13F filings for Q3 2018.