JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
20 hedge funds and large institutions have $20.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
24% more capital invested
Capital invested by funds: $16.7M → $20.7M (+$4.02M)
9% less funds holding
Funds holding: 22 → 20 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.97M |
| 2 |
Morgan Stanley
New York
|
+$1.27M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$752K |
| 4 |
LPL Financial
San Diego,
California
|
+$63.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$490K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$419K |
| 3 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$78K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$21.2K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$7.37K |
HTY Hedge Fund Activity: Q3 2016 in Review
20 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q3 2016, worth a combined $20.7M — up 24% from $16.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of HTY and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 11 added.
The largest buyer was Cetera Advisor Networks, adding an estimated $1.97M. The largest seller was Bank of America, cutting an estimated $490K.
- 20 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q3 2016, down from 22 in Q2 2016.
- Funds reported $20.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q3 2016, up 24% quarter-over-quarter.
- 0 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q3 2016 and 1 closed out, a net change of -1 holder.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q3 2016 was Cetera Advisor Networks, an estimated $1.97M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q3 2016 was Bank of America, an estimated $490K sold.
Based on aggregated 13F filings for Q3 2016.