John Hancock Investors Trust
JHI
31 hedge funds and large institutions have $14.3M invested in John Hancock Investors Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
26% more capital invested
Capital invested by funds: $11.4M → $14.3M (+$2.95M)
2.45% more ownership
Funds ownership: 8.86% → 11.31% (+2.4%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.36M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$690K |
| 3 |
LPL Financial
San Diego,
California
|
+$433K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$317K |
| 5 |
SG Americas Securities
New York
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$514K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$297K |
| 3 |
HRC
Hoertkorn Richard Charles
|
-$102K |
| 4 |
Morgan Stanley
New York
|
-$45.5K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$41.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GBT
26
Grove Bank & Trust
Miami,
Florida
| $18K | +$18.3K | +1,250 | New |
|
|
WRM
27
Westport Resources Management
Westport,
Connecticut
| $11K | -$5.4K | -369 | -33% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $9K | +$6.5K | +444 | +222% |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $8.79K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $5K | +$4.86K | +332 | New |
|
31
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
32
Citigroup
New York
| – | -$25K | -1,732 | Closed |
|
|
BWFA
33
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$14K | -1,000 | Closed |
|
|
TCOV
34
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$9K | -606 | Closed |
|
|
WCM
35
Windsor Capital Management
Phoenix,
Arizona
| – | -$7K | -500 | Closed |
|
|
NFG
36
Next Financial Group
Houston,
Texas
| – | -$3K | -250 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4K | -250 | Closed |
|
JHI Hedge Fund Activity: Q4 2015 in Review
31 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2015, worth a combined $14.3M — up 26% from $11.4M a quarter earlier.
Fund positioning in JHI was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 8 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $1.36M. The largest seller was Guggenheim Capital, cutting an estimated $514K.
- 31 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $14.3M of John Hancock Investors Trust stock for Q4 2015, up 26% quarter-over-quarter.
- 6 funds opened new John Hancock Investors Trust positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest John Hancock Investors Trust buyer in Q4 2015 was Stratos Wealth Partners, an estimated $1.36M added.
- The largest John Hancock Investors Trust seller in Q4 2015 was Guggenheim Capital, an estimated $514K sold.
Based on aggregated 13F filings for Q4 2015.