JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
30 hedge funds and large institutions have $16.8M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.
388% more capital inflows, than outflows
Capital inflows: $8.23M | Capital outflows: $1.68M
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
8.53% more ownership
Funds ownership: 14.39% → 22.92% (+8.5%)
3% more funds holding
Funds holding: 29 → 30 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
+$4.77M |
| 2 |
Wolverine Asset Management
Chicago,
Illinois
|
+$700K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$402K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$371K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$865K |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
-$222K |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$184K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$168K |
| 5 |
Two Sigma Securities
New York
|
-$108K |
HTY Hedge Fund Activity: Q4 2018 in Review
30 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2018, worth a combined $16.8M — up 43% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HTY positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.77M. The largest seller was Shaker Financial Services, cutting an estimated $865K.
- 30 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2018, up from 29 in Q3 2018.
- Funds reported $16.8M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2018, up 43% quarter-over-quarter.
- 6 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2018 and 5 closed out, a net change of +1 holder.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2018 was Karpus Investment Management, an estimated $4.77M added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2018 was Shaker Financial Services, an estimated $865K sold.
Based on aggregated 13F filings for Q4 2018.