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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.

29 hedge funds and large institutions have $43M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

16% more funds holding

Funds holding: 2529 (+4)

10% more capital invested

Capital invested by funds: $39.1M → $43M (+$3.83M)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$18.6M +$3.92M +395,629 +26%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M -$807K -81,435 -6%
AIFAIM
3
American Institute for Advanced Investment Management
Arizona
$1.14M +$1.16M +116,956 New
DADC
4
D.A. Davidson & Co
Montana
$946K +$113K +11,400 +13%
Wells Fargo
5
Wells Fargo
California
$907K +$85.4K +8,612 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$896K -$44.6K -4,498 -5%
Truist Financial
7
Truist Financial
North Carolina
$873K +$886K +89,359 New
CAN
8
Cetera Advisor Networks
California
$855K -$74.6K -7,527 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$830K +$69.5K +7,011 +9%
SWP
10
Stratos Wealth Partners
Ohio
$784K +$169 +17 +0%
MFG
11
Magnus Financial Group
New York
$528K +$17K +1,717 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$509K -$8.27K -834 -2%
RJA
13
Raymond James & Associates
Florida
$502K +$109K +11,044 +27%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$475K -$2.97K -300 -0.6%
BRWM
15
B. Riley Wealth Management
Tennessee
$383K
M&T Bank
16
M&T Bank
New York
$347K
SFS
17
Shaker Financial Services
Virginia
$324K +$329K +33,163 New
Comerica Bank
18
Comerica Bank
Texas
$292K
WEC
19
Winslow Evans & Crocker
Massachusetts
$232K -$30.2K -3,050 -11%
UBS Group
20
UBS Group
Switzerland
$231K +$28.4K +2,865 +14%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$186K +$40.8K +4,120 +28%
Stifel Financial
22
Stifel Financial
Missouri
$166K +$14.7K +1,481 +10%
LPL Financial
23
LPL Financial
California
$155K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$130K -$118K -11,924 -47%
Bank of America
25
Bank of America
North Carolina
$75K -$24.4K -2,461 -24%

JHY Hedge Fund Activity: Q4 2019 in Review

29 of the 5,076 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 2019, worth a combined $43M — up 9.8% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHY positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $3.92M. The largest seller was Morgan Stanley, cutting an estimated $807K.

  • 29 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q4 2019, up from 25 in Q3 2019.
  • Funds reported $43M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q4 2019, up 9.8% quarter-over-quarter.
  • 6 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q4 2019 and 1 closed out, a net change of +5 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $3.92M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q4 2019 was Morgan Stanley, an estimated $807K sold.

Based on aggregated 13F filings for Q4 2019.