JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
17 hedge funds and large institutions have $14.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.
4% more capital invested
Capital invested by funds: $14.2M → $14.7M (+$523K)
6% less funds holding
Funds holding: 18 → 17 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$898K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$587K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$32.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.4K |
| 5 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
+$1.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$241K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$180K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$71K |
| 4 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$54K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$38.6K |
HTY Hedge Fund Activity: Q2 2018 in Review
17 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q2 2018, worth a combined $14.7M — up 3.7% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HTY and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $898K. The largest seller was Guggenheim Capital, cutting an estimated $241K.
- 17 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q2 2018, down from 18 in Q1 2018.
- Funds reported $14.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q2 2018, up 3.7% quarter-over-quarter.
- 3 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q2 2018 and 4 closed out, a net change of -1 holder.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q2 2018 was Morgan Stanley, an estimated $898K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q2 2018 was Guggenheim Capital, an estimated $241K sold.
Based on aggregated 13F filings for Q2 2018.