JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
25 hedge funds and large institutions have $16M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
36% more capital inflows, than outflows
Capital inflows: $2M | Capital outflows: $1.47M
0.57% more ownership
Funds ownership: 16.01% → 16.59% (+0.57%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$836K |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
+$276K |
| 3 |
Clough Capital Partners
Boston,
Massachusetts
|
+$198K |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
+$176K |
| 5 |
Oppenheimer & Co
New York
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Doliver Advisors
Houston,
Texas
|
-$407K |
| 2 |
Curi RMB Capital
Chicago,
Illinois
|
-$378K |
| 3 |
Crestwood Advisors Group
Boston,
Massachusetts
|
-$171K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$169K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$142K |
HTY Hedge Fund Activity: Q3 2015 in Review
25 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q3 2015, worth a combined $16M — down 6.6% from $17.2M a quarter earlier.
Fund positioning in HTY was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $836K. The largest seller was Doliver Advisors, exiting entirely with an estimated $407K sold.
- 25 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $16M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q3 2015, down 6.6% quarter-over-quarter.
- 5 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q3 2015 and 5 closed out, a net change of 0 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q3 2015 was Morgan Stanley, an estimated $836K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q3 2015 was Doliver Advisors, an estimated $407K sold.
Based on aggregated 13F filings for Q3 2015.