John Hancock Investors Trust
JHI
36 hedge funds and large institutions have $18.6M invested in John Hancock Investors Trust in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $16.2M → $18.6M (+$2.39M)
1.94% more ownership
Funds ownership: 10.25% → 12.19% (+1.9%)
0% more funds holding
Funds holding: 36 → 36 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$931K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$633K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$459K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$241K |
| 5 |
LCM
Laurion Capital Management
New York
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$131K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$50.3K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$25.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$24.2K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Calton & Associates
Tampa,
Florida
| $23K | +$23.4K | +1,318 | New |
|
|
AIM
27
Advantage Investment Management
Cedar Rapids,
Iowa
| $19K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | – | – | – |
|
|
CFA
31
Carroll Financial Associates
Charlotte,
North Carolina
| $9K | +$213 | +12 | +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
| $3.03K | – | – | – |
|
|
YWP
36
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
37
SG Americas Securities
New York
| – | -$131K | -7,231 | Closed |
|
|
IA
38
IFP Advisors
Tampa,
Florida
| – | -$16K | -863 | Closed |
|
39
SEI Investments
Oaks,
Pennsylvania
| – | -$14K | -750 | Closed |
|
JHI Hedge Fund Activity: Q4 2017 in Review
36 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2017, worth a combined $18.6M — up 15% from $16.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JHI positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 5 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $931K. The largest seller was SG Americas Securities, exiting entirely with an estimated $131K sold.
- 36 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $18.6M of John Hancock Investors Trust stock for Q4 2017, up 15% quarter-over-quarter.
- 4 funds opened new John Hancock Investors Trust positions in Q4 2017 and 3 closed out, a net change of +1 holder.
- The largest John Hancock Investors Trust buyer in Q4 2017 was 1607 Capital Partners, an estimated $931K added.
- The largest John Hancock Investors Trust seller in Q4 2017 was SG Americas Securities, an estimated $131K sold.
Based on aggregated 13F filings for Q4 2017.