αAlphaSMO
/
MacroRadarInstitutionsBuy/Sell TrendsSector RotationPortfolio Updates13F Filing AnalysisGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/JHY

JHY

JHY 13F Investor Activity Report

Nuveen H-i 2020 Tgt Trm Fd

-$1.7M

Net Activity

Data as of: 2020-09-30

Institutions Holding

28

Popularity Rank

#6025

Avg Weight

0.12%

Total Value

$43.3M

Ownership Trend

28 institutions currently hold JHY, with 15 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q3 2020)

Neutral

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

IW
Integrated Wealth Concepts LLC
$17.8M
MS
Morgan Stanley
$10.8M
BF
Baird Financial Group, Inc.
$1.8M
GK
Gerber Kawasaki Wealth & Investment Management
$1.7M
RJ
Raymond James & Associates
$1.1M

Top 5 by Conviction

IW
Integrated Wealth Concepts LLC
1.10%
AC
Arlington Capital Management, Inc.
0.92%
AI
American Institute for Advanced Investment Management, LLP
0.57%
GK
Gerber Kawasaki Wealth & Investment Management
0.36%
IC
Integrated Capital Management, INC.
0.09%
View all 28 holding institutions

Quarterly Activity

Recent Activity

+$9.3M

Total Buy Value

$37.1M

Total Sell Value

New buy3
Trim9
Add12
Sold out3

15

Net Buyers

12

Net Sellers

Smart Money Convergence

JHY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2020-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/JHY

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

67075L102

FAQ

Who are the top institutional investors holding NUVEEN H-I 2020 TGT TRM FD (JHY)?
Major stakeholders currently include Integrated Wealth Concepts LLC ($17.8M), Morgan Stanley ($10.8M), Baird Financial Group, Inc. ($1.8M). Based on the latest 13F filings, there are a total of 28 tracked investment funds and institutions maintaining positions in JHY.
What is the overall institutional sentiment toward JHY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.7M, driven by 15 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their JHY positions?
In the latest period, 9 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $37.1M.
Are there any notable investors adding JHY to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 12 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.3M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,151

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,958

Total reported value

$1.5T

3029 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,766

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

View detail

Developer Access

Access JHY's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/JHY

CLI

npx alphasmo stocks get JHY
Full API & MCP documentation →