JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
25 hedge funds and large institutions have $13.9M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
19% more funds holding
Funds holding: 21 → 25 (+4)
13% less capital invested
Capital invested by funds: $16M → $13.9M (-$2.13M)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.23M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$946K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$451K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$421K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.34M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$922K |
| 3 |
LCM
Laurion Capital Management
New York
|
-$820K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$531K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$531K | -57,721 | Closed |
|
|
DA
27
Doliver Advisors
Houston,
Texas
| – | -$200K | -21,736 | Closed |
|
|
NPC
28
National Planning Corporation
El Segundo,
California
| – | -$139K | -15,095 | Closed |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$7K | -800 | Closed |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| – | -$4.91K | -552 | Closed |
|
HTY Hedge Fund Activity: Q4 2017 in Review
25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2017, worth a combined $13.9M — down 13% from $16M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTY positions and 5 closed out — a net gain of 4 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.23M. The largest seller was Morgan Stanley, cutting an estimated $2.34M.
- 25 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2017, up from 21 in Q3 2017.
- Funds reported $13.9M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2017, down 13% quarter-over-quarter.
- 9 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2017 and 5 closed out, a net change of +4 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2017 was Wolverine Asset Management, an estimated $1.23M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2017 was Morgan Stanley, an estimated $2.34M sold.
Based on aggregated 13F filings for Q4 2017.