John Hancock Investors Trust
JHI
27 hedge funds and large institutions have $12.6M invested in John Hancock Investors Trust in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
1.05% more ownership
Funds ownership: 6.74% → 7.79% (+1.1%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
44% less capital invested
Capital invested by funds: $22.4M → $12.6M (-$9.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.05M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$388K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$187K |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$71.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRC
Hoertkorn Richard Charles
|
-$39.3K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$34.4K |
| 3 |
MMG
Monetary Management Group
St Louis,
Missouri
|
-$10K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $5K | +$4.91K | +250 | New |
|
27
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
1IC
28
1919 Investment Counsel
Baltimore,
Maryland
| $1K | +$275 | +14 | New |
|
|
MMG
29
Monetary Management Group
St Louis,
Missouri
| – | -$10K | -500 | Closed |
|
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -300 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|
JHI Hedge Fund Activity: Q3 2014 in Review
27 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2014, worth a combined $12.6M — down 44% from $22.4M a quarter earlier.
Fund positioning in JHI was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 3 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.05M. The largest seller was Hoertkorn Richard Charles, cutting an estimated $39.3K.
- 27 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $12.6M of John Hancock Investors Trust stock for Q3 2014, down 44% quarter-over-quarter.
- 3 funds opened new John Hancock Investors Trust positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest John Hancock Investors Trust buyer in Q3 2014 was Guggenheim Capital, an estimated $1.05M added.
- The largest John Hancock Investors Trust seller in Q3 2014 was Hoertkorn Richard Charles, an estimated $39.3K sold.
Based on aggregated 13F filings for Q3 2014.