JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
24 hedge funds and large institutions have $16.5M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 23 → 24 (+1)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
6% less capital invested
Capital invested by funds: $17.5M → $16.5M (-$1.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$714K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$461K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$364K |
| 5 |
LPL Financial
San Diego,
California
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.25M |
| 2 |
Morgan Stanley
New York
|
-$625K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$381K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$294K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$140K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$294K | -30,252 | Closed |
|
|
BRWA
27
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$140K | -14,352 | Closed |
|
|
RFS
28
Rockefeller Financial Services
New York
| – | -$76K | -7,850 | Closed |
|
HTY Hedge Fund Activity: Q1 2017 in Review
24 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2017, worth a combined $16.5M — down 5.9% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HTY positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.08M. The largest seller was IFP Advisors, cutting an estimated $1.25M.
- 24 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2017, up from 23 in Q4 2016.
- Funds reported $16.5M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2017, down 5.9% quarter-over-quarter.
- 6 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2017 and 4 closed out, a net change of +2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2017 was Ameriprise, an estimated $1.08M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2017 was IFP Advisors, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2017.