JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
22 hedge funds and large institutions have $14.1M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
8% less funds holding
Funds holding: 24 → 22 (-2)
8% less capital invested
Capital invested by funds: $15.4M → $14.1M (-$1.3M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$142K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$110K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$48.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$48.6K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.06M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$680K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$555K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$288K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$128K |
HTY Hedge Fund Activity: Q2 2021 in Review
22 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q2 2021, worth a combined $14.1M — down 8.4% from $15.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HTY and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was UBS Group, adding an estimated $142K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.06M sold.
- 22 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q2 2021, down from 24 in Q1 2021.
- Funds reported $14.1M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q2 2021, down 8.4% quarter-over-quarter.
- 1 fund opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q2 2021 and 3 closed out, a net change of -2 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q2 2021 was UBS Group, an estimated $142K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q2 2021 was 1607 Capital Partners, an estimated $1.06M sold.
Based on aggregated 13F filings for Q2 2021.