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JHI

John Hancock Investors Trust
JHI

35 hedge funds and large institutions have $23.9M invested in John Hancock Investors Trust in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $21.4M → $23.9M (+$2.56M)

4.22% more ownership

Funds ownership: 15.26% → 19.47% (+4.2%)

0% more funds holding

Funds holding: 35 → 35 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$6.3M
2
LCM
Landscape Capital Management
New Jersey
+$380K
3
CRC
Curi RMB Capital
Illinois
+$257K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$255K
5
WAM
Wolverine Asset Management
Illinois
+$140K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$570K
2
RCM
Robinson Capital Management
Michigan
-$411K
3
LCM
Laurion Capital Management
New York
-$398K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$337K
5
SFS
Shaker Financial Services
Virginia
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$87K +$3.29K +216 +4%
FHA
27
First Horizon Advisors
Tennessee
$85K – – –
LWCFA
28
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$19K +$9.13K +600 +78%
GWM
30
Geneos Wealth Management
Colorado
$18K – – –
BAM
31
Bruderman Asset Management
New York
$14K +$15.2K +1,000 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
OIA
33
Optimum Investment Advisors
Illinois
$6K – – –
FHB
34
First Hawaiian Bank
Hawaii
$3K – – –
YWP
35
YorkBridge Wealth Partners
New York
$1K – – –
SIA
36
Sit Investment Associates
Minnesota
– -$570K -35,407 Closed
LCM
37
Laurion Capital Management
New York
– -$398K -24,714 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$337K -20,926 Closed
PMG
39
ProVise Management Group
Florida
– -$170K -10,575 Closed
APA
40
American Portfolios Advisors
New York
– -$14.5K -900 Closed
IGGA
41
Iron Gate Global Advisors
Utah
– -$5K -299 Closed
1
2

JHI Hedge Fund Activity: Q4 2018 in Review

35 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q4 2018, worth a combined $23.9M — up 12% from $21.4M a quarter earlier.

Fund positioning in JHI was balanced in Q4 2018: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 12 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.3M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $570K sold.

  • 35 institutional investors held John Hancock Investors Trust (JHI) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $23.9M of John Hancock Investors Trust stock for Q4 2018, up 12% quarter-over-quarter.
  • 6 funds opened new John Hancock Investors Trust positions in Q4 2018 and 6 closed out, a net change of 0 holders.
  • The largest John Hancock Investors Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $6.3M added.
  • The largest John Hancock Investors Trust seller in Q4 2018 was Sit Investment Associates, an estimated $570K sold.

Based on aggregated 13F filings for Q4 2018.