JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
30 hedge funds and large institutions have $7.13M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
20% more funds holding
Funds holding: 25 → 30 (+5)
4% more capital invested
Capital invested by funds: $6.82M → $7.13M (+$307K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$533K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$176K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$151K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$57.3K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$51.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$570K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$163K |
| 3 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$54.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.45K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $9.82K | – | – | – |
|
|
CHC
27
City Holding Co
Charleston,
West Virginia
| $5.89K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $4.24K | +$97 | +19 | +2% |
|
|
AAS
29
Ameritas Advisory Services
Lincoln,
Nebraska
| $491 | +$512 | +100 | New |
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| $205 | – | – | – |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$2.48K | -500 | Closed |
|
HTY Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2023, worth a combined $7.13M — up 4.5% from $6.82M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HTY positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Clough Capital Partners, adding an estimated $533K. The largest seller was Wolverine Asset Management, cutting an estimated $570K.
- 30 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $7.13M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2023, up 4.5% quarter-over-quarter.
- 6 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2023 and 1 closed out, a net change of +5 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2023 was Clough Capital Partners, an estimated $533K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2023 was Wolverine Asset Management, an estimated $570K sold.
Based on aggregated 13F filings for Q1 2023.