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JHI

John Hancock Investors Trust
JHI

38 hedge funds and large institutions have $17.9M invested in John Hancock Investors Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

6% more funds holding

Funds holding: 36 → 38 (+2)

0.15% more ownership

Funds ownership: 12.19% → 12.35% (+0.15%)

4% less capital invested

Capital invested by funds: $18.6M → $17.9M (-$715K)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$321K
2
PAG
Private Advisor Group
New Jersey
+$306K
3
GC
Guggenheim Capital
Illinois
+$182K
4
Ameriprise
Ameriprise
Minnesota
+$170K
5
LPL Financial
LPL Financial
California
+$165K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$498K
2
RCM
Robinson Capital Management
Michigan
-$453K
3
SFS
Shaker Financial Services
Virginia
-$82.8K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.6K
5
UBS Group
UBS Group
Switzerland
-$34.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
26
Integrated Investment Consultants
Michigan
$22K +$22.3K +1,300 New
GWM
27
Geneos Wealth Management
Colorado
$21K +$7.29K +425 +50%
AIM
28
Advantage Investment Management
Iowa
$18K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$17K +$17.2K +1,000 New
APA
30
American Portfolios Advisors
New York
$15K +$15.4K +900 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$13K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
CFA
33
Carroll Financial Associates
North Carolina
$9K +$172 +10 +2%
OIA
34
Optimum Investment Advisors
Illinois
$7K +$6.87K +400 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
SIC
36
Salem Investment Counselors
North Carolina
$5K – – –
US Bancorp
37
US Bancorp
Minnesota
$3K – – –
YWP
38
YorkBridge Wealth Partners
New York
$2K – – –
LCM
39
Laurion Capital Management
New York
– -$498K -28,481 Closed
CA
40
Calton & Associates
Florida
– -$23K -1,318 Closed
WEC
41
Winslow Evans & Crocker
Massachusetts
– -$3.03K -174 Closed
1
2

JHI Hedge Fund Activity: Q1 2018 in Review

38 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2018, worth a combined $17.9M — down 3.8% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHI positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $321K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $498K sold.

  • 38 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2018, up from 36 in Q4 2017.
  • Funds reported $17.9M of John Hancock Investors Trust stock for Q1 2018, down 3.8% quarter-over-quarter.
  • 5 funds opened new John Hancock Investors Trust positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2018 was 1607 Capital Partners, an estimated $321K added.
  • The largest John Hancock Investors Trust seller in Q1 2018 was Laurion Capital Management, an estimated $498K sold.

Based on aggregated 13F filings for Q1 2018.