JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
17 hedge funds and large institutions have $4.68M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6% less funds holding
Funds holding: 18 → 17 (-1)
29% less capital invested
Capital invested by funds: $6.64M → $4.68M (-$1.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$941K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$496K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$153K |
| 4 |
Morgan Stanley
New York
|
+$67.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.77M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$200K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$174K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$25.6K |
| 5 |
LPL Financial
San Diego,
California
|
-$1.29K |
HTY Hedge Fund Activity: Q4 2021 in Review
17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q4 2021, worth a combined $4.68M — down 29% from $6.64M a quarter earlier.
Fund positioning in HTY was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $941K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.77M sold.
- 17 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q4 2021, down from 18 in Q3 2021.
- Funds reported $4.68M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q4 2021, down 29% quarter-over-quarter.
- 2 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q4 2021 and 2 closed out, a net change of 0 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q4 2021 was Shaker Financial Services, an estimated $941K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q4 2021 was Sit Investment Associates, an estimated $2.77M sold.
Based on aggregated 13F filings for Q4 2021.