JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
23 hedge funds and large institutions have $17.5M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
15% more funds holding
Funds holding: 20 → 23 (+3)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
15% less capital invested
Capital invested by funds: $20.7M → $17.5M (-$3.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$858K |
| 2 |
LPL Financial
San Diego,
California
|
+$333K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$121K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$91.9K |
| 5 |
RFS
Rockefeller Financial Services
New York
|
+$80.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.09M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$339K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$167K |
| 4 |
Morgan Stanley
New York
|
-$157K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$137K |
HTY Hedge Fund Activity: Q4 2016 in Review
23 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2016, worth a combined $17.5M — down 15% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HTY positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was IFP Advisors, adding an estimated $858K. The largest seller was Cetera Advisor Networks, cutting an estimated $2.09M.
- 23 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2016, up from 20 in Q3 2016.
- Funds reported $17.5M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2016, down 15% quarter-over-quarter.
- 4 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2016 and 1 closed out, a net change of +3 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2016 was IFP Advisors, an estimated $858K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2016 was Cetera Advisor Networks, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2016.