John Hancock Investors Trust
JHI
29 hedge funds and large institutions have $26.5M invested in John Hancock Investors Trust in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $24.4M → $26.5M (+$2.14M)
4% more funds holding
Funds holding: 28 → 29 (+1)
1.48% more ownership
Funds ownership: 4.3% → 5.78% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.02M |
| 2 |
SG Americas Securities
New York
|
+$762K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$614K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$361K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$289K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$256K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$200K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$191K |
| 5 |
LPL Financial
San Diego,
California
|
-$185K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
Optimum Investment Advisors
Chicago,
Illinois
| $7K | – | – | – |
|
|
DADC
27
D.A. Davidson & Co
Great Falls,
Montana
| $5K | +$5.62K | +300 | New |
|
28
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $4K | +$4.18K | +223 | New |
|
30
Citigroup
New York
| $2K | -$38.4K | -2,050 | -95% |
|
|
31
Creative Planning
Overland Park,
Kansas
| – | -$289K | -15,300 | Closed |
|
|
DA
32
Doliver Advisors
Houston,
Texas
| – | -$256K | -13,541 | Closed |
|
|
33
Ameriprise
Minneapolis,
Minnesota
| – | -$191K | -10,097 | Closed |
|
|
LNB
34
Ledyard National Bank
| – | -$11K | -600 | Closed |
|
|
CFSG
35
Community Financial Services Group
Newport,
Vermont
| – | -$4K | -237 | Closed |
|
36
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | -100 | Closed |
|
JHI Hedge Fund Activity: Q4 2013 in Review
29 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2013, worth a combined $26.5M — up 8.8% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JHI positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.02M. The largest seller was Creative Planning, exiting entirely with an estimated $289K sold.
- 29 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2013, up from 28 in Q3 2013.
- Funds reported $26.5M of John Hancock Investors Trust stock for Q4 2013, up 8.8% quarter-over-quarter.
- 7 funds opened new John Hancock Investors Trust positions in Q4 2013 and 6 closed out, a net change of +1 holder.
- The largest John Hancock Investors Trust buyer in Q4 2013 was Guggenheim Capital, an estimated $1.02M added.
- The largest John Hancock Investors Trust seller in Q4 2013 was Creative Planning, an estimated $289K sold.
Based on aggregated 13F filings for Q4 2013.