John Hancock Investors Trust
JHI
32 hedge funds and large institutions have $16.6M invested in John Hancock Investors Trust in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
13% more capital invested
Capital invested by funds: $14.7M → $16.6M (+$1.94M)
1.41% more ownership
Funds ownership: 10.1% → 11.51% (+1.4%)
3% less funds holding
Funds holding: 33 → 32 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.68M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$650K |
| 3 |
SG Americas Securities
New York
|
+$168K |
| 4 |
LPL Financial
San Diego,
California
|
+$165K |
| 5 |
Morgan Stanley
New York
|
+$45.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$549K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$291K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$242K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$216K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.1K | – | – | – |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $8K | +$182 | +11 | +2% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
SIC
29
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | +$4.97K | +300 | New |
|
|
AIM
30
Acrospire Investment Management
Chicago,
Illinois
| $4K | +$4.45K | +268 | New |
|
31
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
YWP
32
YorkBridge Wealth Partners
New York
| $2K | +$1.66K | +100 | New |
|
|
LCM
33
Laurion Capital Management
New York
| – | -$549K | -32,888 | Closed |
|
|
SFS
34
Shaker Financial Services
Arlington,
Virginia
| – | -$242K | -14,494 | Closed |
|
|
DA
35
Doliver Advisors
Houston,
Texas
| – | -$203K | -12,181 | Closed |
|
36
Citigroup
New York
| – | -$9K | -532 | Closed |
|
|
GBT
37
Grove Bank & Trust
Miami,
Florida
| – | -$8K | -500 | Closed |
|
|
AWMS
38
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$3K | -200 | Closed |
|
JHI Hedge Fund Activity: Q4 2016 in Review
32 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2016, worth a combined $16.6M — up 13% from $14.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JHI and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.68M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $549K sold.
- 32 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2016, down from 33 in Q3 2016.
- Funds reported $16.6M of John Hancock Investors Trust stock for Q4 2016, up 13% quarter-over-quarter.
- 5 funds opened new John Hancock Investors Trust positions in Q4 2016 and 6 closed out, a net change of -1 holder.
- The largest John Hancock Investors Trust buyer in Q4 2016 was 1607 Capital Partners, an estimated $2.68M added.
- The largest John Hancock Investors Trust seller in Q4 2016 was Laurion Capital Management, an estimated $549K sold.
Based on aggregated 13F filings for Q4 2016.