JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
24 hedge funds and large institutions have $14.2M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
9% more funds holding
Funds holding: 22 → 24 (+2)
25% less capital invested
Capital invested by funds: $18.9M → $14.2M (-$4.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$436K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$357K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$258K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$228K |
| 5 |
Morgan Stanley
New York
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$4.63M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$552K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$296K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$16.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.79K |
HTY Hedge Fund Activity: Q3 2013 in Review
24 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q3 2013, worth a combined $14.2M — down 25% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HTY positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $436K. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $4.63M sold.
- 24 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q3 2013, up from 22 in Q2 2013.
- Funds reported $14.2M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q3 2013, down 25% quarter-over-quarter.
- 3 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q3 2013 and 1 closed out, a net change of +2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q3 2013 was Shaker Financial Services, an estimated $436K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q3 2013 was Epoch Investment Partners, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2013.