JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
25 hedge funds and large institutions have $4.29M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more funds holding
Funds holding: 23 → 25 (+2)
5% more capital invested
Capital invested by funds: $4.08M → $4.29M (+$210K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$550K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$235K |
| 3 |
LPL Financial
San Diego,
California
|
+$206K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$154K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$167K |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$86K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$84.4K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$59K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$40.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
26
Mission Wealth Management
Santa Barbara,
California
| – | -$86K | -16,051 | Closed |
|
|
27
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$59K | -11,000 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | +$5 | +1 | New |
|
HTY Hedge Fund Activity: Q3 2022 in Review
25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q3 2022, worth a combined $4.29M — up 5.1% from $4.08M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTY positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $550K. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $167K sold.
- 25 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $4.29M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q3 2022, up 5.1% quarter-over-quarter.
- 5 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q3 2022 and 3 closed out, a net change of +2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q3 2022 was 1607 Capital Partners, an estimated $550K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q3 2022 was Stratos Wealth Partners, an estimated $167K sold.
Based on aggregated 13F filings for Q3 2022.