John Hancock Investors Trust
JHI
31 hedge funds and large institutions have $11.4M invested in John Hancock Investors Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0.96% less ownership
Funds ownership: 9.83% → 8.86% (-0.96%)
3% less funds holding
Funds holding: 32 → 31 (-1)
18% less capital invested
Capital invested by funds: $13.9M → $11.4M (-$2.51M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$428K |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$417K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$272K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$250K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$982K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$716K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$460K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$311K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $8.92K | – | – | – |
|
|
WCM
27
Windsor Capital Management
Phoenix,
Arizona
| $7K | +$7.7K | +500 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
31
Creative Planning
Overland Park,
Kansas
| $1K | +$1.23K | +80 | New |
|
|
DA
32
Doliver Advisors
Houston,
Texas
| – | -$311K | -19,388 | Closed |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | -$166K | -10,330 | Closed |
|
34
SG Americas Securities
New York
| – | -$126K | -7,867 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$22K | -1,400 | Closed |
|
|
FNBT
36
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$22K | -1,365 | Closed |
|
JHI Hedge Fund Activity: Q3 2015 in Review
31 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2015, worth a combined $11.4M — down 18% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JHI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.
The largest buyer was Wolverine Asset Management, adding an estimated $428K. The largest seller was Guggenheim Capital, cutting an estimated $982K.
- 31 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2015, down from 32 in Q2 2015.
- Funds reported $11.4M of John Hancock Investors Trust stock for Q3 2015, down 18% quarter-over-quarter.
- 4 funds opened new John Hancock Investors Trust positions in Q3 2015 and 5 closed out, a net change of -1 holder.
- The largest John Hancock Investors Trust buyer in Q3 2015 was Wolverine Asset Management, an estimated $428K added.
- The largest John Hancock Investors Trust seller in Q3 2015 was Guggenheim Capital, an estimated $982K sold.
Based on aggregated 13F filings for Q3 2015.