John Hancock Investors Trust
JHI
28 hedge funds and large institutions have $13.5M invested in John Hancock Investors Trust in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0.92% less ownership
Funds ownership: 10.52% → 9.6% (-0.92%)
5% less capital invested
Capital invested by funds: $14.2M → $13.5M (-$643K)
7% less funds holding
Funds holding: 30 → 28 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$358K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$268K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$199K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$84.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$1.29M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$571K |
| 3 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$570K |
| 4 |
LPL Financial
San Diego,
California
|
-$417K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
26
Advocacy Wealth Management Services
Atlanta,
Georgia
| $3K | -$38.3K | -2,458 | -92% |
|
27
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
28
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
|
LCM
29
Laurion Capital Management
New York
| – | -$1.29M | -83,424 | Closed |
|
|
PTC
30
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| – | -$570K | -36,900 | Closed |
|
|
PPA
31
Parametric Portfolio Associates
Seattle,
Washington
| – | -$340K | -22,011 | Closed |
|
|
PMG
32
ProVise Management Group
Clearwater,
Florida
| – | -$164K | -10,625 | Closed |
|
33
Citigroup
New York
| – | -$2K | -161 | Closed |
|
JHI Hedge Fund Activity: Q2 2016 in Review
28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2016, worth a combined $13.5M — down 4.5% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JHI and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was Robinson Capital Management, adding an estimated $1.18M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.29M sold.
- 28 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2016, down from 30 in Q1 2016.
- Funds reported $13.5M of John Hancock Investors Trust stock for Q2 2016, down 4.5% quarter-over-quarter.
- 3 funds opened new John Hancock Investors Trust positions in Q2 2016 and 5 closed out, a net change of -2 holders.
- The largest John Hancock Investors Trust buyer in Q2 2016 was Robinson Capital Management, an estimated $1.18M added.
- The largest John Hancock Investors Trust seller in Q2 2016 was Laurion Capital Management, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2016.