JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
33 hedge funds and large institutions have $18.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $16.8M → $18.7M (+$1.89M)
10% more funds holding
Funds holding: 30 → 33 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$787K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$423K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$358K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$142K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$88.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$346K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$328K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$97.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$48.1K |
| 5 |
Morgan Stanley
New York
|
-$33.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $7K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7K | – | – | – |
|
|
FHB
28
First Hawaiian Bank
Honolulu,
Hawaii
| $6K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $5K | +$5.53K | +800 | New |
|
30
Wells Fargo
San Francisco,
California
| $3K | -$8.21K | -1,189 | -75% |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
|
NFH
32
NEXT Financial Holdings
Houston,
Texas
| $3K | +$2.97K | +430 | New |
|
|
QCIG
33
Quad-Cities Investment Group
Davenport,
Iowa
| $2K | – | – | – |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$346K | -53,136 | Closed |
|
|
AIC
35
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -100 | Closed |
|
HTY Hedge Fund Activity: Q1 2019 in Review
33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2019, worth a combined $18.7M — up 11% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTY positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $787K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $346K sold.
- 33 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $18.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2019, up 11% quarter-over-quarter.
- 5 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2019 and 2 closed out, a net change of +3 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2019 was Shaker Financial Services, an estimated $787K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2019 was Susquehanna International Group, an estimated $346K sold.
Based on aggregated 13F filings for Q1 2019.