John Hancock Investors Trust
JHI
33 hedge funds and large institutions have $14.7M invested in John Hancock Investors Trust in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
18% more funds holding
Funds holding: 28 → 33 (+5)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
9% more capital invested
Capital invested by funds: $13.5M → $14.7M (+$1.2M)
0.5% more ownership
Funds ownership: 9.6% → 10.1% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$562K |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$447K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$354K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$248K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$353K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$287K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$233K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$162K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.2K | – | – | – |
|
27
Citigroup
New York
| $9K | +$9.08K | +532 | New |
|
|
GBT
28
Grove Bank & Trust
Miami,
Florida
| $8K | – | – | – |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $8K | +$8.78K | +514 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5.12K | +300 | New |
|
|
AWMS
31
Advocacy Wealth Management Services
Atlanta,
Georgia
| $3K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
33
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
|
ACP
34
Aviance Capital Partners
Naples,
Florida
| – | -$353K | -21,877 | Closed |
|
|
LCM
35
Landscape Capital Management
Englewood,
New Jersey
| – | -$162K | -10,022 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$6K | -400 | Closed |
|
JHI Hedge Fund Activity: Q3 2016 in Review
33 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2016, worth a combined $14.7M — up 8.8% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JHI positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $562K. The largest seller was Aviance Capital Partners, exiting entirely with an estimated $353K sold.
- 33 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2016, up from 28 in Q2 2016.
- Funds reported $14.7M of John Hancock Investors Trust stock for Q3 2016, up 8.8% quarter-over-quarter.
- 8 funds opened new John Hancock Investors Trust positions in Q3 2016 and 3 closed out, a net change of +5 holders.
- The largest John Hancock Investors Trust buyer in Q3 2016 was Laurion Capital Management, an estimated $562K added.
- The largest John Hancock Investors Trust seller in Q3 2016 was Aviance Capital Partners, an estimated $353K sold.
Based on aggregated 13F filings for Q3 2016.