JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
32 hedge funds and large institutions have $18.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
61% more capital inflows, than outflows
Capital inflows: $1.56M | Capital outflows: $966K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0.22% more ownership
Funds ownership: 24.55% → 24.77% (+0.22%)
3% less funds holding
Funds holding: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1607 Capital Partners
Richmond,
Virginia
|
+$362K |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$291K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$169K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$163K |
| 5 |
City of London Investment Management
London,
United Kingdom
|
+$89.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
-$385K |
| 2 |
Doliver Advisors
Houston,
Texas
|
-$317K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$117K |
| 4 |
Curi RMB Capital
Chicago,
Illinois
|
-$40K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$29.2K |
HTY Hedge Fund Activity: Q2 2019 in Review
32 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q2 2019, worth a combined $18.7M — up 0.06% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HTY positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $362K. The largest seller was Wolverine Asset Management, cutting an estimated $385K.
- 32 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q2 2019, down from 33 in Q1 2019.
- Funds reported $18.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q2 2019, up 0.06% quarter-over-quarter.
- 4 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q2 2019 and 3 closed out, a net change of +1 holder.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q2 2019 was 1607 Capital Partners, an estimated $362K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q2 2019 was Wolverine Asset Management, an estimated $385K sold.
Based on aggregated 13F filings for Q2 2019.