JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY was delisted on the 17th of April, 2024.
23 hedge funds and large institutions have $4.08M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
21% more funds holding
Funds holding: 19 → 23 (+4)
10% less capital invested
Capital invested by funds: $4.51M → $4.08M (-$431K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$381K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$123K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$96K |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$94.9K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$362K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$222K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$29.6K |
| 4 |
Morgan Stanley
New York
|
-$4.22K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3K |
HTY Hedge Fund Activity: Q2 2022 in Review
23 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) for Q2 2022, worth a combined $4.08M — down 9.6% from $4.51M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HTY positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $381K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $362K sold.
- 23 institutional investors held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) as of Q2 2022, up from 19 in Q1 2022.
- Funds reported $4.08M of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND stock for Q2 2022, down 9.6% quarter-over-quarter.
- 6 funds opened new JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND positions in Q2 2022 and 2 closed out, a net change of +4 holders.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND buyer in Q2 2022 was Wolverine Asset Management, an estimated $381K added.
- The largest JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND seller in Q2 2022 was Atria Wealth Solutions, an estimated $362K sold.
Based on aggregated 13F filings for Q2 2022.