John Hancock Investors Trust
JHI
30 hedge funds and large institutions have $13.1M invested in John Hancock Investors Trust in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 28 → 30 (+2)
0.38% less ownership
Funds ownership: 8.83% → 8.45% (-0.38%)
5% less capital invested
Capital invested by funds: $13.7M → $13.1M (-$630K)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$627K |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$267K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$247K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$108K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$540K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$535K |
| 3 |
SG Americas Securities
New York
|
-$469K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$94.4K |
| 5 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$58.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
Optimum Investment Advisors
Chicago,
Illinois
| $7K | – | – | – |
|
|
MFBTD
27
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $6K | +$6.25K | +351 | New |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | +$4.45K | +250 | New |
|
|
31
SG Americas Securities
New York
| – | -$469K | -26,505 | Closed |
|
|
NPC
32
National Planning Corporation
El Segundo,
California
| – | -$30K | -1,715 | Closed |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| – | -$4K | -237 | Closed |
|
JHI Hedge Fund Activity: Q1 2015 in Review
30 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2015, worth a combined $13.1M — down 4.6% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JHI positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $627K. The largest seller was Guggenheim Capital, cutting an estimated $540K.
- 30 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2015, up from 28 in Q4 2014.
- Funds reported $13.1M of John Hancock Investors Trust stock for Q1 2015, down 4.6% quarter-over-quarter.
- 5 funds opened new John Hancock Investors Trust positions in Q1 2015 and 3 closed out, a net change of +2 holders.
- The largest John Hancock Investors Trust buyer in Q1 2015 was Wells Fargo, an estimated $627K added.
- The largest John Hancock Investors Trust seller in Q1 2015 was Guggenheim Capital, an estimated $540K sold.
Based on aggregated 13F filings for Q1 2015.