JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
25 hedge funds and large institutions have $6.82M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
59% more capital invested
Capital invested by funds: $4.29M → $6.82M (+$2.53M)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$778K |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$451K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$405K |
| 4 |
LPL Financial
San Diego,
California
|
+$352K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$131K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$86K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$74.5K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$64.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of America
Charlotte,
North Carolina
| – | -$131K | -29,465 | Closed |
|
|
LCM
27
Landscape Capital Management
Englewood,
New Jersey
| – | -$86K | -19,314 | Closed |
|
|
FIA
28
FNY Investment Advisers
New York
| – | -$3K | -900 | Closed |
|
HTY Hedge Fund Activity: Q4 2022 in Review
25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2022, worth a combined $6.82M — up 59% from $4.29M a quarter earlier.
Fund positioning in HTY was balanced in Q4 2022: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $778K. The largest seller was Bank of America, exiting entirely with an estimated $131K sold.
- 25 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $6.82M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2022, up 59% quarter-over-quarter.
- 4 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2022 and 4 closed out, a net change of 0 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2022 was 1607 Capital Partners, an estimated $778K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2022 was Bank of America, an estimated $131K sold.
Based on aggregated 13F filings for Q4 2022.