John Hancock Investors Trust
JHI
35 hedge funds and large institutions have $21.4M invested in John Hancock Investors Trust in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $20.4M → $21.4M (+$958K)
0.45% more ownership
Funds ownership: 14.8% → 15.26% (+0.45%)
5% less funds holding
Funds holding: 37 → 35 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.65M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$353K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$340K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$83.5K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$44.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$1.02M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$212K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$189K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$126K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$120K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $37K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $20K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $14.5K | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $12K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11K | – | – | – |
|
|
OIA
31
Optimum Investment Advisors
Chicago,
Illinois
| $6K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
IGGA
33
Iron Gate Global Advisors
Nsl,
Utah
| $5K | – | – | – |
|
|
FHB
34
First Hawaiian Bank
Honolulu,
Hawaii
| $3K | +$2.89K | +178 | New |
|
|
YWP
35
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
DA
36
Doliver Advisors
Houston,
Texas
| – | -$212K | -13,282 | Closed |
|
|
AG
37
Advisor Group
Phoenix,
Arizona
| – | -$43K | -2,713 | Closed |
|
|
CF
38
Centaurus Financial
Anaheim,
California
| – | -$22K | -1,400 | Closed |
|
|
SIC
39
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$5K | -300 | Closed |
|
JHI Hedge Fund Activity: Q3 2018 in Review
35 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q3 2018, worth a combined $21.4M — up 4.7% from $20.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JHI and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was 1607 Capital Partners, adding an estimated $1.65M. The largest seller was Laurion Capital Management, cutting an estimated $1.02M.
- 35 institutional investors held John Hancock Investors Trust (JHI) as of Q3 2018, down from 37 in Q2 2018.
- Funds reported $21.4M of John Hancock Investors Trust stock for Q3 2018, up 4.7% quarter-over-quarter.
- 2 funds opened new John Hancock Investors Trust positions in Q3 2018 and 4 closed out, a net change of -2 holders.
- The largest John Hancock Investors Trust buyer in Q3 2018 was 1607 Capital Partners, an estimated $1.65M added.
- The largest John Hancock Investors Trust seller in Q3 2018 was Laurion Capital Management, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2018.