John Hancock Investors Trust
JHI
36 hedge funds and large institutions have $16.2M invested in John Hancock Investors Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3% more funds holding
Funds holding: 35 → 36 (+1)
2.18% less ownership
Funds ownership: 12.43% → 10.25% (-2.2%)
13% less capital invested
Capital invested by funds: $18.6M → $16.2M (-$2.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$283K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$181K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$169K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$109K |
| 5 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.12M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$413K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$388K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $16K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
29
SEI Investments
Oaks,
Pennsylvania
| $14K | +$13.6K | +750 | New |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | +$12K | +662 | New |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| $10K | +$181 | +10 | +2% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
SIC
33
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | – | – | – |
|
34
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
WEC
35
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.14K | -$7.92K | -437 | -72% |
|
|
YWP
36
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
CRC
37
Curi RMB Capital
Chicago,
Illinois
| – | -$388K | -22,613 | Closed |
|
38
Millennium Management
New York
| – | -$197K | -11,487 | Closed |
|
39
Creative Planning
Overland Park,
Kansas
| – | -$15K | -859 | Closed |
|
JHI Hedge Fund Activity: Q3 2017 in Review
36 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2017, worth a combined $16.2M — down 13% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JHI positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $283K. The largest seller was 1607 Capital Partners, cutting an estimated $1.8M.
- 36 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2017, up from 35 in Q2 2017.
- Funds reported $16.2M of John Hancock Investors Trust stock for Q3 2017, down 13% quarter-over-quarter.
- 4 funds opened new John Hancock Investors Trust positions in Q3 2017 and 3 closed out, a net change of +1 holder.
- The largest John Hancock Investors Trust buyer in Q3 2017 was Laurion Capital Management, an estimated $283K added.
- The largest John Hancock Investors Trust seller in Q3 2017 was 1607 Capital Partners, an estimated $1.8M sold.
Based on aggregated 13F filings for Q3 2017.