JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
34 hedge funds and large institutions have $23.6M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
19% more capital invested
Capital invested by funds: $19.9M → $23.6M (+$3.71M)
6% more funds holding
Funds holding: 32 → 34 (+2)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.96M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.52M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.45M |
| 4 |
Morgan Stanley
New York
|
+$248K |
| 5 |
ICMP
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
+$80.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$934K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$786K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$736K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$190K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$106K |
HTY Hedge Fund Activity: Q4 2019 in Review
34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2019, worth a combined $23.6M — up 19% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTY positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.96M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $934K sold.
- 34 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2019, up from 32 in Q3 2019.
- Funds reported $23.6M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2019, up 19% quarter-over-quarter.
- 7 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2019 was Sit Investment Associates, an estimated $1.96M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2019 was Shaker Financial Services, an estimated $934K sold.
Based on aggregated 13F filings for Q4 2019.