John Hancock Investors Trust
JHI
35 hedge funds and large institutions have $18.6M invested in John Hancock Investors Trust in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
3% more funds holding
Funds holding: 34 → 35 (+1)
0.45% less ownership
Funds ownership: 12.88% → 12.43% (-0.45%)
3% less capital invested
Capital invested by funds: $19.1M → $18.6M (-$541K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$675K |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$252K |
| 3 |
Millennium Management
New York
|
+$201K |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$194K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$621K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$494K |
| 3 |
LPL Financial
San Diego,
California
|
-$474K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$331K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $15K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $15K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $13K | – | – | – |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.5K | -$17 | -1 | -0.2% |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| $9K | +$157 | +9 | +2% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
SIC
33
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | +$5.24K | +300 | New |
|
34
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
YWP
35
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
LCM
36
Laurion Capital Management
New York
| – | -$621K | -36,468 | Closed |
|
|
VKH
37
Virtu KCG Holdings
New York
| – | -$331K | -19,436 | Closed |
|
|
WAM
38
Wolverine Asset Management
Chicago,
Illinois
| – | -$103K | -6,095 | Closed |
|
|
AIM
39
Acrospire Investment Management
Chicago,
Illinois
| – | -$2K | -132 | Closed |
|
JHI Hedge Fund Activity: Q2 2017 in Review
35 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2017, worth a combined $18.6M — down 2.8% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JHI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Invesco, adding an estimated $675K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $621K sold.
- 35 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2017, up from 34 in Q1 2017.
- Funds reported $18.6M of John Hancock Investors Trust stock for Q2 2017, down 2.8% quarter-over-quarter.
- 5 funds opened new John Hancock Investors Trust positions in Q2 2017 and 4 closed out, a net change of +1 holder.
- The largest John Hancock Investors Trust buyer in Q2 2017 was Invesco, an estimated $675K added.
- The largest John Hancock Investors Trust seller in Q2 2017 was Laurion Capital Management, an estimated $621K sold.
Based on aggregated 13F filings for Q2 2017.