HTY

JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY

Overview Fund Activity
Delisted

HTY was delisted on the 17th of April, 2024.

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29 hedge funds and large institutions have $6.95M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$1.02M
2
GC
2
Guggenheim Capital
Illinois
$282K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$145K
4
AAS
4
Avantax Advisory Services
Texas
$54.9K
5
1CP
5
1607 Capital Partners
Virginia
$1.36M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$46.3K
2
SFS
2
Shaker Financial Services
Virginia
$579K
3
SIC
3
Samalin Investment Counsel
New York
$175K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16K
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$1.36M 276,080 +10,000 +4%
CCP
2
Clough Capital Partners
Massachusetts
$1.02M 207,420 +103,910 +100%
LPL Financial
3
LPL Financial
California
$851K 173,344 +9,916 +6%
SFS
4
Shaker Financial Services
Virginia
$579K 117,825 -31,798 -21%
Osaic Holdings
5
Osaic Holdings
Arizona
$424K 86,331 +9,600 +13%
EIP
6
Epoch Investment Partners
New York
$415K 84,613 – –
UBS Group
7
UBS Group
Switzerland
$362K 73,664 +146 +0.2%
HI
8
Harbour Investments
Wisconsin
$285K 57,991 +1,554 +3%
GC
9
Guggenheim Capital
Illinois
$282K 57,405 +34,252 +148%
Morgan Stanley
10
Morgan Stanley
New York
$237K 48,334 +5,769 +14%
Wells Fargo
11
Wells Fargo
California
$185K 37,590 +1,878 +5%
SIC
12
Samalin Investment Counsel
New York
$175K 35,575 -10,652 -23%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$145K 29,464 +29,464 New
AA
14
AlphaMark Advisors
Kentucky
$119K 24,250 – –
CAN
15
Cetera Advisor Networks
California
$110K 22,350 -500 -2%
NA
16
NewEdge Advisors
Louisiana
$109K 23,100 -300 -1%
AFG
17
Atomi Financial Group
New York
$90.7K 18,474 +18,474 New
AAS
18
Avantax Advisory Services
Texas
$54.9K 11,175 +11,175 New
WAM
19
Wolverine Asset Management
Illinois
$46.3K 9,430 -111,267 -92%
ASN
20
Advisory Services Network
Georgia
$23.3K 4,742 – –
OIA
21
Optimum Investment Advisors
Illinois
$19.6K 4,000 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16K 3,284 -674 -17%
PTC
23
Private Trust Company
Ohio
$14.7K 3,000 – –
PFA
24
Pathway Financial Advisers
Indiana
$14.1K 2,879 +2,879 New
BAM
25
Belpointe Asset Management
Nevada
$9.82K 2,000 – –
1
2