JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
18 hedge funds and large institutions have $14.2M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
2% more capital invested
Capital invested by funds: $13.9M → $14.2M (+$341K)
28% less funds holding
Funds holding: 25 → 18 (-7)
88% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.87M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$209K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$186K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$89.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$50K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.64M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$938K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$580K |
| 4 |
LCM
Laurion Capital Management
New York
|
-$282K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$160K |
HTY Hedge Fund Activity: Q1 2018 in Review
18 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2018, worth a combined $14.2M — up 2.5% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HTY and 1 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $3.87M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.64M sold.
- 18 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2018, down from 25 in Q4 2017.
- Funds reported $14.2M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2018, up 2.5% quarter-over-quarter.
- 1 fund opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2018 and 8 closed out, a net change of -7 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2018 was Morgan Stanley, an estimated $3.87M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2018 was Wolverine Asset Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2018.