JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
25 hedge funds and large institutions have $16.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.
32% more funds holding
Funds holding: 19 → 25 (+6)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
15% less capital invested
Capital invested by funds: $19.7M → $16.7M (-$2.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$822K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$378K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$346K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$257K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.95M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$348K |
| 3 |
LPL Financial
San Diego,
California
|
-$71.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$31K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.4K |
HTY Hedge Fund Activity: Q4 2014 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2014, worth a combined $16.7M — down 15% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTY positions and 0 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $822K. The largest seller was Morgan Stanley, cutting an estimated $2.95M.
- 25 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2014, up from 19 in Q3 2014.
- Funds reported $16.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2014, down 15% quarter-over-quarter.
- 7 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2014 and 0 closed out, a net change of +7 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2014 was Doliver Advisors, an estimated $822K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2014 was Morgan Stanley, an estimated $2.95M sold.
Based on aggregated 13F filings for Q4 2014.