John Hancock Investors Trust
JHI
24 hedge funds and large institutions have $28.5M invested in John Hancock Investors Trust in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.
8% more capital invested
Capital invested by funds: $26.5M → $28.5M (+$1.99M)
0.3% less ownership
Funds ownership: 5.78% → 5.48% (-0.3%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
17% less funds holding
Funds holding: 29 → 24 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.15M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$61K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$46.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.2K |
| 5 |
Citigroup
New York
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$757K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$666K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$359K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$309K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
SG Americas Securities
New York
| – | -$757K | -40,677 | Closed |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| – | -$666K | -35,829 | Closed |
|
|
SIA
28
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$359K | -19,281 | Closed |
|
|
CA
29
Cornerstone Advisors
Asheville,
North Carolina
| – | -$212K | -11,408 | Closed |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$13K | -702 | Closed |
|
JHI Hedge Fund Activity: Q1 2014 in Review
24 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2014, worth a combined $28.5M — up 7.5% from $26.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JHI and 0 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was Guggenheim Capital, adding an estimated $2.15M. The largest seller was SG Americas Securities, exiting entirely with an estimated $757K sold.
- 24 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2014, down from 29 in Q4 2013.
- Funds reported $28.5M of John Hancock Investors Trust stock for Q1 2014, up 7.5% quarter-over-quarter.
- 0 funds opened new John Hancock Investors Trust positions in Q1 2014 and 5 closed out, a net change of -5 holders.
- The largest John Hancock Investors Trust buyer in Q1 2014 was Guggenheim Capital, an estimated $2.15M added.
- The largest John Hancock Investors Trust seller in Q1 2014 was SG Americas Securities, an estimated $757K sold.
Based on aggregated 13F filings for Q1 2014.