JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
35 hedge funds and large institutions have $17.7M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
3% more funds holding
Funds holding: 34 → 35 (+1)
25% less capital invested
Capital invested by funds: $23.6M → $17.7M (-$5.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$624K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$541K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$363K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$203K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$505K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$221K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$148K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$131K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$119K |
HTY Hedge Fund Activity: Q1 2020 in Review
35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2020, worth a combined $17.7M — down 25% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTY positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $624K. The largest seller was Bulldog Investors, cutting an estimated $505K.
- 35 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2020, up from 34 in Q4 2019.
- Funds reported $17.7M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2020, down 25% quarter-over-quarter.
- 7 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2020 and 5 closed out, a net change of +2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2020 was Shaker Financial Services, an estimated $624K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2020 was Bulldog Investors, an estimated $505K sold.
Based on aggregated 13F filings for Q1 2020.