JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
26 hedge funds and large institutions have $17.8M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $16M → $17.8M (+$1.73M)
4% more funds holding
Funds holding: 25 → 26 (+1)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$430K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$135K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$54.3K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$51.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$384K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$309K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$297K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$242K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$191K |
HTY Hedge Fund Activity: Q4 2015 in Review
26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2015, worth a combined $17.8M — up 11% from $16M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTY positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.17M. The largest seller was Morgan Stanley, cutting an estimated $384K.
- 26 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2015, up from 25 in Q3 2015.
- Funds reported $17.8M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2015, up 11% quarter-over-quarter.
- 5 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2015 and 4 closed out, a net change of +1 holder.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2015 was LPL Financial, an estimated $1.17M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2015 was Morgan Stanley, an estimated $384K sold.
Based on aggregated 13F filings for Q4 2015.