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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 $45M invested in Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $42.3M → $45M (+$2.76M)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$19.8M +$400K +43,571 +2%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M -$166K -18,114 -1%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$2.52M +$418K +45,507 +20%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.71M -$32.2K -3,513 -2%
RJA
5
Raymond James & Associates
Florida
$1.21M +$621K +67,677 +108%
Wells Fargo
6
Wells Fargo
California
$976K +$214K +23,340 +29%
DADC
7
D.A. Davidson & Co
Montana
$864K -$36.7K -4,000 -4%
AIFAIM
8
American Institute for Advanced Investment Management
Arizona
$704K -$73.4K -8,000 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$701K -$4.59K -500 -0.7%
SWP
10
Stratos Wealth Partners
Ohio
$642K -$80.7K -8,793 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$613K +$40.3K +4,397 +7%
PAS
12
Park Avenue Securities
New York
$609K +$88K +9,594 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$538K +$29.5K +3,215 +6%
ACM
14
Arlington Capital Management
Illinois
$468K -$111K -12,054 -19%
Truist Financial
15
Truist Financial
North Carolina
$418K -$408K -44,478 -50%
LPL Financial
16
LPL Financial
California
$364K +$206K +22,500 +136%
BRWM
17
B. Riley Wealth Management
Tennessee
$342K -$37 -4 -0%
M&T Bank
18
M&T Bank
New York
$331K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$297K +$293K +31,893 New
SPIA
20
Steward Partners Investment Advisory
New York
$280K +$954 +104 +0.3%
Bank of America
21
Bank of America
North Carolina
$176K +$211 +23 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$148K -$277K -30,200 -65%
UBS Group
23
UBS Group
Switzerland
$100K -$56.1K -6,119 -36%
CAN
24
Cetera Advisor Networks
California
$23K +$22.9K +2,500 New
WAM
25
Wolverine Asset Management
Illinois
$17K -$26.8K -2,918 -60%

JHY Hedge Fund Activity: Q2 2020 in Review

27 of the 4,878 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 2020, worth a combined $45M — up 6.5% from $42.3M a quarter earlier.

Fund positioning in JHY was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $621K. The largest seller was Truist Financial, cutting an estimated $408K.

  • 27 institutional investors held Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest (JHY) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $45M of Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest stock for Q2 2020, up 6.5% quarter-over-quarter.
  • 4 funds opened new Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest positions in Q2 2020 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest buyer in Q2 2020 was Raymond James & Associates, an estimated $621K added.
  • The largest Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest seller in Q2 2020 was Truist Financial, an estimated $408K sold.

Based on aggregated 13F filings for Q2 2020.