JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
19 hedge funds and large institutions have $19.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
24% more capital invested
Capital invested by funds: $15.8M → $19.7M (+$3.87M)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$4.14M |
| 2 |
Morgan Stanley
New York
|
+$1.53M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$126K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$109K |
| 5 |
LPL Financial
San Diego,
California
|
+$95.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$885K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$241K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$154K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$97.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.4K |
HTY Hedge Fund Activity: Q3 2014 in Review
19 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q3 2014, worth a combined $19.7M — up 24% from $15.8M a quarter earlier.
Fund positioning in HTY was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 3 trimmed.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $4.14M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $885K sold.
- 19 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $19.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q3 2014, up 24% quarter-over-quarter.
- 3 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q3 2014 was Epoch Investment Partners, an estimated $4.14M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q3 2014 was Advisors Asset Management, an estimated $885K sold.
Based on aggregated 13F filings for Q3 2014.