JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
29 hedge funds and large institutions have $11.8M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
71% more funds holding
Funds holding: 17 → 29 (+12)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
20% less capital invested
Capital invested by funds: $14.7M → $11.8M (-$2.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$5.23M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.13M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$970K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$731K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.92M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$272K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$111K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$100K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$86.7K |
HTY Hedge Fund Activity: Q3 2018 in Review
29 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q3 2018, worth a combined $11.8M — down 20% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HTY positions and 3 closed out — a net gain of 12 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $5.23M. The largest seller was Morgan Stanley, cutting an estimated $9.92M.
- 29 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q3 2018, up from 17 in Q2 2018.
- Funds reported $11.8M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q3 2018, down 20% quarter-over-quarter.
- 15 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q3 2018 and 3 closed out, a net change of +12 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q3 2018 was Karpus Investment Management, an estimated $5.23M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q3 2018 was Morgan Stanley, an estimated $9.92M sold.
Based on aggregated 13F filings for Q3 2018.