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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28 hedge funds and large institutions have $12M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$2.82M
2
AIA
2
Absolute Investment Advisers
Florida
$1.5M
3
SIA
3
Sit Investment Associates
Minnesota
$1.54M
4
YCM
4
Yakira Capital Management
Connecticut
$430K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$141K

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
LPL Financial
2
LPL Financial
California
$408K
3
CA
3
Cornerstone Advisors
North Carolina
$50.9K
4
EIP
4
Epoch Investment Partners
New York
$102K
5
Morgan Stanley
5
Morgan Stanley
New York
$519K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1
Almitas Capital
California
$2.82M +$1.97M +375,697 +230%
1CP
2
1607 Capital Partners
Virginia
$1.64M +$5.24K +1,001 +0.3%
SIA
3
Sit Investment Associates
Minnesota
$1.54M +$1.03M +196,018 +199%
AIA
4
Absolute Investment Advisers
Florida
$1.5M +$1.5M +287,333 New
Morgan Stanley
5
Morgan Stanley
New York
$519K -$193K -36,910 -27%
Osaic Holdings
6
Osaic Holdings
Arizona
$487K +$18.4K +3,512 +4%
YCM
7
Yakira Capital Management
Connecticut
$430K +$430K +82,101 New
LPL Financial
8
LPL Financial
California
$408K -$370K -70,627 -48%
UBS Group
9
UBS Group
Switzerland
$404K -$7.93K -1,515 -2%
HI
10
Harbour Investments
Wisconsin
$355K +$43.2K +8,244 +14%
RCM
11
Rivernorth Capital Management
Florida
$343K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$203K +$2.07K +395 +1%
GC
13
Guggenheim Capital
Illinois
$174K -$156K -29,792 -47%
Wells Fargo
14
Wells Fargo
California
$151K -$10.5K -2,003 -6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$141K +$141K +26,900 New
AA
16
AlphaMark Advisors
Kentucky
$127K – – –
CAN
17
Cetera Advisor Networks
California
$126K +$7.33K +1,400 +6%
AAS
18
Avantax Advisory Services
Texas
$104K +$5.04K +962 +5%
EIP
19
Epoch Investment Partners
New York
$102K -$244K -46,556 -70%
AFG
20
Atomi Financial Group
New York
$89.5K +$2.53K +484 +3%
NA
21
NewEdge Advisors
Louisiana
$78K – – –
AWS
22
Atria Wealth Solutions
New York
$54.9K – – –
SIC
23
Samalin Investment Counsel
New York
$54.3K +$1.63K +311 +3%
CA
24
Cornerstone Advisors
North Carolina
$50.9K -$273K -52,183 -84%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$39.2K +$39.2K +7,500 New
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