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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.

30 hedge funds and large institutions have $33.8M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

7% more funds holding

Funds holding: 2830 (+2)

3% more capital invested

Capital invested by funds: $32.7M → $33.8M (+$1.07M)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
9
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
$13.7M +$490K +49,280 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11M +$1.68M +169,303 +17%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$966K +$36K +3,617 +4%
CAN
4
Cetera Advisor Networks
California
$903K +$776 +78 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$822K -$14.2K -1,424 -2%
Wells Fargo
6
Wells Fargo
California
$757K -$17.2K -1,729 -2%
SWP
7
Stratos Wealth Partners
Ohio
$741K -$40.4K -4,067 -5%
BTS
8
BB&T Securities
Virginia
$538K +$4.02K +404 +0.7%
MFG
9
Magnus Financial Group
New York
$536K +$65.1K +6,546 +14%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$506K -$36.5K -3,667 -7%
DADC
11
D.A. Davidson & Co
Montana
$485K +$378K +37,978 +339%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$463K -$9.94K -1,000 -2%
RJA
13
Raymond James & Associates
Florida
$455K +$32.5K +3,266 +8%
M&T Bank
14
M&T Bank
New York
$350K
WEC
15
Winslow Evans & Crocker
Massachusetts
$290K +$16.1K +1,618 +6%
UBS Group
16
UBS Group
Switzerland
$231K +$29.3K +2,946 +14%
LPL Financial
17
LPL Financial
California
$176K -$231K -23,250 -57%
Stifel Financial
18
Stifel Financial
Missouri
$152K +$37.7K +3,794 +32%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$147K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$109K -$48.1K -4,838 -30%
Bank of America
21
Bank of America
North Carolina
$104K -$121K -12,181 -54%
Ameriprise
22
Ameriprise
Minnesota
$99K +$99.4K +10,000 New
GSWM
23
Golden State Wealth Management
California
$75K
WAM
24
Wolverine Asset Management
Illinois
$73K +$74.6K +7,500 New
FIA
25
FNY Investment Advisers
New York
$70K +$69.2K +6,961 +4,902%

JHY Hedge Fund Activity: Q2 2019 in Review

30 of the 4,605 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 2019, worth a combined $33.8M — up 3.3% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHY positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $1.68M. The largest seller was LPL Financial, cutting an estimated $231K.

  • 30 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q2 2019, up from 28 in Q1 2019.
  • Funds reported $33.8M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q2 2019, up 3.3% quarter-over-quarter.
  • 5 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q2 2019 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 Q2 2019 was Integrated Wealth Concepts, an estimated $1.68M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q2 2019 was LPL Financial, an estimated $231K sold.

Based on aggregated 13F filings for Q2 2019.