JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
21 hedge funds and large institutions have $20.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $19.2M → $20.7M (+$1.52M)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
5% less funds holding
Funds holding: 22 → 21 (-1)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.54M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$145K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$107K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.67K |
| 5 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$447 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$978K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$508K |
| 3 |
Barclays
London,
United Kingdom
|
-$187K |
| 4 |
SG Americas Securities
New York
|
-$173K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$113K |
HTY Hedge Fund Activity: Q1 2014 in Review
21 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2014, worth a combined $20.7M — up 7.9% from $19.2M a quarter earlier.
Fund positioning in HTY was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.54M. The largest seller was Advisors Asset Management, cutting an estimated $978K.
- 21 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2014, down from 22 in Q4 2013.
- Funds reported $20.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2014, up 7.9% quarter-over-quarter.
- 2 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2014 was Morgan Stanley, an estimated $2.54M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2014 was Advisors Asset Management, an estimated $978K sold.
Based on aggregated 13F filings for Q1 2014.