HTY

JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY

Overview Fund Activity
Delisted

HTY was delisted on the 17th of April, 2024.

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29 hedge funds and large institutions have $11.8M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+12
Holders Change %
+70.59%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$4.7M
2
SFS
Shaker Financial Services
Virginia
$1.01M
3
DA
Doliver Advisors
Texas
$872K
4
WAM
Wolverine Asset Management
Illinois
$657K
5
GC
Guggenheim Capital
Illinois
$1.33M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$61K
2
FHA
Flagship Harbor Advisors
Massachusetts
$0
3
CAN
Cetera Advisor Networks
California
$403K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$939K
5
Bank of America
Bank of America
North Carolina
$70K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$4.7M +$4.7M +633,740 New
GC
2
Guggenheim Capital
Illinois
$1.33M +$335K +45,185 +34%
SFS
3
Shaker Financial Services
Virginia
$1.01M +$1.01M +136,657 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$939K -$89.9K -12,127 -9%
DA
5
Doliver Advisors
Texas
$872K +$872K +117,481 New
WAM
6
Wolverine Asset Management
Illinois
$657K +$657K +88,545 New
LPL Financial
7
LPL Financial
California
$449K +$4.27K +576 +1%
CAN
8
Cetera Advisor Networks
California
$403K -$99.8K -13,486 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$248K +$248K +33,538 New
PAS
10
Park Avenue Securities
New York
$232K +$232K +31,527 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$215K +$215K +28,941 New
LCM
12
Landscape Capital Management
New Jersey
$160K +$160K +21,515 New
TSS
13
Two Sigma Securities
New York
$108K +$108K +14,560 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$97K +$18.6K +2,510 +24%
Bank of America
15
Bank of America
North Carolina
$70K -$77.4K -10,491 -53%
Morgan Stanley
16
Morgan Stanley
New York
$61K -$8.86M -1,200,583 -99%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$56K +$56K +7,500 New
UBS Group
18
UBS Group
Switzerland
$44K +$12.2K +1,636 +38%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$37.1K +5,000 +625%
AG
20
Advisor Group
Arizona
$21K +$21K +2,800 New
Wells Fargo
21
Wells Fargo
California
$12K -$28.3K -3,749 -70%
Citigroup
22
Citigroup
New York
$7K – – –
IA
23
IFP Advisors
Florida
$7K – – –
SPIA
24
Steward Partners Investment Advisory
New York
$6K +$127 +17 +2%
FHB
25
First Hawaiian Bank
Hawaii
$6K +$6K +805 New
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