JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
22 hedge funds and large institutions have $16.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
8% less capital invested
Capital invested by funds: $18.2M → $16.7M (-$1.5M)
8% less funds holding
Funds holding: 24 → 22 (-2)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.03M |
| 2 |
Morgan Stanley
New York
|
+$176K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$148K |
| 4 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
+$77.8K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.03M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$388K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$341K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$134K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$90.3K |
HTY Hedge Fund Activity: Q2 2016 in Review
22 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q2 2016, worth a combined $16.7M — down 8.2% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HTY and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was IFP Advisors, opening a new position worth an estimated $1.03M. The largest seller was LPL Financial, cutting an estimated $1.03M.
- 22 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q2 2016, down from 24 in Q1 2016.
- Funds reported $16.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q2 2016, down 8.2% quarter-over-quarter.
- 2 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q2 2016 and 4 closed out, a net change of -2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q2 2016 was IFP Advisors, an estimated $1.03M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q2 2016 was LPL Financial, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2016.