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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 $27.5M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

11% more capital invested

Capital invested by funds: $24.9M → $27.5M (+$2.62M)

7% less funds holding

Funds holding: 2725 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.4M -$512K -52,351 -4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$6.24M +$2.95M +301,213 +92%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$934K +$26.5K +2,707 +3%
CAN
4
Cetera Advisor Networks
California
$906K +$58.7K +5,999 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$861K +$5.95K +608 +0.7%
SWP
6
Stratos Wealth Partners
Ohio
$814K +$274 +28 +0%
Wells Fargo
7
Wells Fargo
California
$685K +$185K +18,893 +38%
BRWM
8
B. Riley Wealth Management
Tennessee
$613K +$7.06K +722 +1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$545K -$74.8K -7,650 -12%
LPL Financial
10
LPL Financial
California
$454K
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$440K +$91.8K +9,385 +27%
BTS
12
BB&T Securities
Virginia
$423K -$76.8K -7,853 -16%
RJA
13
Raymond James & Associates
Florida
$347K +$244K +24,908 +247%
M&T Bank
14
M&T Bank
New York
$296K
Bank of America
15
Bank of America
North Carolina
$262K -$9.14K -935 -3%
MFG
16
Magnus Financial Group
New York
$258K +$254K +26,000 New
WEC
17
Winslow Evans & Crocker
Massachusetts
$216K +$213K +21,822 New
UBS Group
18
UBS Group
Switzerland
$186K +$20.4K +2,091 +13%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$156K
WS
20
Wedbush Securities
California
$139K -$5.33K -545 -4%
TSS
21
Two Sigma Securities
New York
$123K +$121K +12,415 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$102K +$1.31K +134 +1%
IA
23
IFP Advisors
Florida
$21K +$244 +25 +1%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$20K
AG
25
Advisor Group
Arizona
$13K +$12.8K +1,306 New

JHY Hedge Fund Activity: Q4 2018 in Review

25 of the 4,489 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 Q4 2018, worth a combined $27.5M — up 11% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHY and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $2.95M. The largest seller was Invesco, exiting entirely with an estimated $1.07M sold.

  • 25 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q4 2018, down from 27 in Q3 2018.
  • Funds reported $27.5M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q4 2018, up 11% quarter-over-quarter.
  • 4 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q4 2018 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q4 2018 was Integrated Wealth Concepts, an estimated $2.95M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q4 2018 was Invesco, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2018.