JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
23 hedge funds and large institutions have $15.9M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
3% less capital invested
Capital invested by funds: $16.5M → $15.9M (-$556K)
4% less funds holding
Funds holding: 24 → 23 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$814K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$392K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$370K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$159K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.14M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.07M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$681K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$237K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$101K |
HTY Hedge Fund Activity: Q2 2017 in Review
23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q2 2017, worth a combined $15.9M — down 3.4% from $16.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HTY and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $814K. The largest seller was IFP Advisors, cutting an estimated $1.14M.
- 23 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q2 2017, down from 24 in Q1 2017.
- Funds reported $15.9M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q2 2017, down 3.4% quarter-over-quarter.
- 3 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q2 2017 and 4 closed out, a net change of -1 holder.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q2 2017 was Morgan Stanley, an estimated $814K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q2 2017 was IFP Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q2 2017.