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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 $42.3M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less capital invested

Capital invested by funds: $43M → $42.3M (-$699K)

7% less funds holding

Funds holding: 2927 (-2)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$18.4M +$1.69M +178,199 +9%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M -$543K -57,113 -4%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$1.98M +$1.68M +176,276 +362%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.65M +$1.6M +168,010 +884%
DADC
5
D.A. Davidson & Co
Montana
$854K
Truist Financial
6
Truist Financial
North Carolina
$788K +$124 +13 +0%
AIFAIM
7
American Institute for Advanced Investment Management
Arizona
$738K -$317K -33,300 -28%
Wells Fargo
8
Wells Fargo
California
$719K -$108K -11,364 -12%
SWP
9
Stratos Wealth Partners
Ohio
$686K -$23.3K -2,454 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$669K -$86.2K -9,066 -11%
RJA
11
Raymond James & Associates
Florida
$550K +$105K +11,052 +22%
ACM
12
Arlington Capital Management
Illinois
$549K +$592K +62,289 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$542K +$458K +48,166 +362%
PAS
14
Park Avenue Securities
New York
$492K +$531K +55,814 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$481K -$353K -37,164 -40%
Osaic Holdings
16
Osaic Holdings
Arizona
$407K +$438K +46,108 New
RCM
17
Rivernorth Capital Management
Florida
$391K +$421K +44,284 New
BRWM
18
B. Riley Wealth Management
Tennessee
$324K -$22.7K -2,391 -6%
M&T Bank
19
M&T Bank
New York
$313K
SPIA
20
Steward Partners Investment Advisory
New York
$264K +$285K +30,000 New
Bank of America
21
Bank of America
North Carolina
$166K +$107K +11,223 +147%
UBS Group
22
UBS Group
Switzerland
$149K -$63.5K -6,684 -28%
LPL Financial
23
LPL Financial
California
$146K +$6.65K +700 +4%
CRC
24
Curi RMB Capital
Illinois
$120K +$129K +13,600 New
Stifel Financial
25
Stifel Financial
Missouri
$90K -$64.5K -6,789 -40%

JHY Hedge Fund Activity: Q1 2020 in Review

27 of the 4,539 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 Q1 2020, worth a combined $42.3M — down 1.6% from $43M a quarter earlier.

Fund positioning in JHY was balanced in Q1 2020: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $1.69M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $855K sold.

  • 27 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q1 2020, down from 29 in Q4 2019.
  • Funds reported $42.3M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q1 2020, down 1.6% quarter-over-quarter.
  • 6 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q1 2020 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q1 2020 was Integrated Wealth Concepts, an estimated $1.69M added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q1 2020 was Cetera Advisor Networks, an estimated $855K sold.

Based on aggregated 13F filings for Q1 2020.