JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
19 hedge funds and large institutions have $4.51M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
12% more funds holding
Funds holding: 17 → 19 (+2)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
4% less capital invested
Capital invested by funds: $4.68M → $4.51M (-$172K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$550K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$160K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$96.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$41K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$34.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$945K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$326K |
| 3 |
Morgan Stanley
New York
|
-$54.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$47.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$17.2K |
HTY Hedge Fund Activity: Q1 2022 in Review
19 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q1 2022, worth a combined $4.51M — down 3.7% from $4.68M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HTY positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $550K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $945K sold.
- 19 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q1 2022, up from 17 in Q4 2021.
- Funds reported $4.51M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q1 2022, down 3.7% quarter-over-quarter.
- 4 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q1 2022 and 1 closed out, a net change of +3 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q1 2022 was Epoch Investment Partners, an estimated $550K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q1 2022 was Shaker Financial Services, an estimated $945K sold.
Based on aggregated 13F filings for Q1 2022.